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Marshall & Sterling Wealth Advisors’s CBRE Group CBRE Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-54
Closed -$8.51K – 382
2025
Q3 		$8.51K Sell
54
-14
-21% -$2.17K 0.01% 383
2025
Q2 		$9.53K Hold
68
– – 0.01% 336
2025
Q1 		$8.89K Buy
+68
New +$9.24K 0.01% 338

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CBRE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 54 shares — an estimated $8.51K sold.

Marshall & Sterling Wealth Advisors first reported a position in CBRE in Q1 2025 and held it in 3 quarters. The position peaked at $9.53K in Q2 2025. 1,112 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 54 CBRE Group shares in Q4 2025, an estimated $8.51K.
  • Marshall & Sterling Wealth Advisors first reported a position in CBRE Group in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's CBRE Group position peaked at $9.53K in Q2 2025.
  • 1,112 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.