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Medallion Wealth Advisors’s CBRE Group CBRE Stock Holding History

Medallion 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
2026
Q1 		$5.42K Sell
40
-4
-9% -$608 ﹤0.01% 857
2025
Q4 		$7.08K Hold
44
– – ﹤0.01% 802
2025
Q3 		$6.93K Buy
44
+17
+63% +$2.63K ﹤0.01% 815
2025
Q2 		$3.82K Buy
27
+10
+59% +$1.26K ﹤0.01% 877
2025
Q1 		$2.23K Buy
+17
New +$2.31K ﹤0.01% 903

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Medallion Wealth Advisors's CBRE Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its CBRE Group (CBRE) stake by 9.1% in Q1 2026, selling an estimated $608 and leaving 40 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Medallion Wealth Advisors first reported a position in CBRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.08K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Medallion Wealth Advisors held 40 shares of CBRE Group worth $5.42K as of Q1 2026.
  • Medallion Wealth Advisors sold 4 CBRE Group shares in Q1 2026, an estimated $608.
  • CBRE Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #857 holding.
  • Medallion Wealth Advisors first reported a position in CBRE Group in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's CBRE Group position peaked at $7.08K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.