Matthew Hamilton Rosenberg’s CBRE Group CBRE Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$74.3K	Hold	578	–	–	0.01%	391
2026 Q2	$77.9K	Hold	578	–	–	0.01%	377
2026 Q1	$78.3K	Hold	578	–	–	0.02%	363
2025 Q4	$92.9K	Hold	578	–	–	0.02%	340
2025 Q3	$91.1K	Hold	578	–	–	0.02%	346
2025 Q2	$81K	Hold	578	–	–	0.02%	370
2025 Q1	$75.6K	Hold	578	–	–	0.02%	358
2024 Q4	$75.9K	Hold	578	–	–	0.02%	353
2024 Q3	$71.9K	Hold	578	–	–	0.02%	370
2024 Q2	$49.7K	Hold	578	–	–	0.01%	418
2024 Q1	$54.9K	Hold	578	–	–	0.02%	415
2023 Q4	$53.8K	Hold	578	–	–	0.02%	418
2023 Q3	$42.7K	Hold	578	–	–	0.01%	443
2023 Q2	$46.6K	Buy	578 +1	+0.2%	+$75	0.02%	442
2023 Q1	$42K	Hold	577	–	–	0.01%	493
2022 Q4	$44.4K	Hold	577	–	–	0.02%	490
2022 Q3	$39K	Hold	577	–	–	0.02%	494
2022 Q2	$44K	Hold	577	–	–	0.02%	487
2022 Q1	$53K	Hold	577	–	–	0.02%	448
2021 Q4	$63K	Hold	577	–	–	0.02%	380
2021 Q3	$56K	Hold	577	–	–	0.02%	374
2021 Q2	$49K	Hold	577	–	–	0.03%	361
2021 Q1	$46K	Hold	577	–	–	0.03%	357
2020 Q4	$36K	Hold	577	–	–	0.02%	361
2020 Q3	$27K	Hold	577	–	–	0.02%	367
2020 Q2	$26K	Buy	+577	New	+$24.9K	0.02%	386

Other funds holding CBRE

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's CBRE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its CBRE Group (CBRE) position steady in Q3 2026 at 578 shares worth $74.3K. The position accounts for 0.01% of the portfolio, ranked #391.

Matthew Hamilton Rosenberg first reported a position in CBRE in Q2 2020 and has held it in 26 quarters since. The position peaked at $92.9K in Q4 2025. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

Matthew Hamilton Rosenberg held 578 shares of CBRE Group worth $74.3K as of Q3 2026.
Matthew Hamilton Rosenberg left its CBRE Group share count unchanged in Q3 2026.
CBRE Group made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #391 holding.
Matthew Hamilton Rosenberg first reported a position in CBRE Group in Q2 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's CBRE Group position peaked at $92.9K in Q4 2025.
29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.