MBM Wealth Consultants’s CBRE Group CBRE Stock Holding History

MBM Wealth Consultants’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	–	Sell	-7	Closed	-$948	–	164
2026 Q1	$948	Buy	+7	New	+$1.06K	﹤0.01%	335

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MBM Wealth Consultants's CBRE Position: Q2 2026 in Review

MBM Wealth Consultants sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 7 shares — an estimated $948 sold.

MBM Wealth Consultants first reported a position in CBRE in Q1 2026 and held it in 1 quarter. The position peaked at $948 in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

MBM Wealth Consultants reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 7 CBRE Group shares in Q2 2026, an estimated $948.
MBM Wealth Consultants first reported a position in CBRE Group in Q1 2026 and held it in 1 quarter.
MBM Wealth Consultants's CBRE Group position peaked at $948 in Q1 2026.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.