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Marks Group Wealth Management’s CBRE Group CBRE Stock Holding History

Marks Group Wealth Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$967K Buy
7,181
+576
+9% +$79.4K 0.08% 209
2026
Q1 		$895K Buy
6,605
+207
+3% +$31.5K 0.09% 202
2025
Q4 		$1.03M Buy
6,398
+256
+4% +$40.3K 0.1% 186
2025
Q3 		$968K Sell
6,142
-43
-0.7% -$6.65K 0.09% 180
2025
Q2 		$867K Buy
6,185
+230
+4% +$29.1K 0.08% 188
2025
Q1 		$779K Buy
5,955
+36
+0.6% +$4.89K 0.07% 199
2024
Q4 		$777K Hold
5,919
– – 0.08% 187
2024
Q3 		$737K Hold
5,919
– – 0.07% 190
2024
Q2 		$527K Sell
5,919
-127
-2% -$11.3K 0.06% 217
2024
Q1 		$588K Hold
6,046
– – 0.06% 208
2023
Q4 		$563K Hold
6,046
– – 0.06% 208
2023
Q3 		$447K Buy
6,046
+619
+11% +$51.3K 0.06% 215
2023
Q2 		$438K Hold
5,427
– – 0.05% 218
2023
Q1 		$395K Hold
5,427
– – 0.05% 226
2022
Q4 		$418K Buy
5,427
+118
+2% +$8.71K 0.06% 220
2022
Q3 		$359K Hold
5,309
– – 0.05% 226
2022
Q2 		$391K Buy
5,309
+158
+3% +$12.7K 0.06% 223
2022
Q1 		$472K Sell
5,151
-64
-1% -$6.24K 0.06% 239
2021
Q4 		$566K Sell
5,215
-48
-0.9% -$4.92K 0.07% 224
2021
Q3 		$512K Buy
5,263
+2,594
+97% +$241K 0.07% 200
2021
Q2 		$229K Sell
2,669
-986
-27% -$84.2K 0.03% 243
2021
Q1 		$289K Sell
3,655
-446
-11% -$31.5K 0.04% 211
2020
Q4 		$257K Sell
4,101
-309
-7% -$17.5K 0.04% 224
2020
Q3 		$207K Sell
4,410
-473
-10% -$21.6K 0.04% 230
2020
Q2 		$221K Buy
+4,883
New +$211K 0.04% 217
2020
Q1 		– Sell
-4,862
Closed -$298K – 229
2019
Q4 		$298K Buy
+4,862
New +$269K 0.06% 202

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marks Group Wealth Management's CBRE Position: Q2 2026 in Review

Marks Group Wealth Management increased its CBRE Group (CBRE) stake by 8.7% in Q2 2026, buying an estimated $79.4K and bringing the position to 7,181 shares worth $967K. The position accounts for 0.08% of the portfolio, ranked #209.

Marks Group Wealth Management first reported a position in CBRE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.03M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Marks Group Wealth Management held 7,181 shares of CBRE Group worth $967K as of Q2 2026.
  • Marks Group Wealth Management bought 576 CBRE Group shares in Q2 2026, an estimated $79.4K.
  • CBRE Group made up 0.08% of Marks Group Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Marks Group Wealth Management first reported a position in CBRE Group in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's CBRE Group position peaked at $1.03M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.