Meridian Investment Counsel’s CBRE Group CBRE Stock Holding History

Meridian Investment Counsel’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	$3.51M	Hold	26,084	–	–	0.75%	38
2026 Q1	$3.53M	Sell	26,084 -50	-0.2%	-$7.6K	0.84%	28
2025 Q4	$4.2M	Hold	26,134	–	–	1.01%	24
2025 Q3	$4.12M	Sell	26,134 -800	-3%	-$124K	1.02%	25
2025 Q2	$3.77M	Hold	26,934	–	–	1.03%	24
2025 Q1	$3.52M	Sell	26,934 -125	-0.5%	-$17K	1.04%	23
2024 Q4	$3.55M	Hold	27,059	–	–	1.06%	26
2024 Q3	$3.37M	Sell	27,059 -1,500	-5%	-$164K	1.02%	27
2024 Q2	$2.54M	Hold	28,559	–	–	0.8%	31
2024 Q1	$2.78M	Sell	28,559 -266	-0.9%	-$23.9K	0.92%	31
2023 Q4	$2.68M	Hold	28,825	–	–	0.92%	30
2023 Q3	$2.13M	Hold	28,825	–	–	0.8%	37
2023 Q2	$2.33M	Hold	28,825	–	–	0.83%	36
2023 Q1	$2.1M	Hold	28,825	–	–	0.8%	36
2022 Q4	$2.22M	Hold	28,825	–	–	0.89%	29
2022 Q3	$1.95M	Sell	28,825 -55	-0.2%	-$4.36K	0.87%	31
2022 Q2	$2.13M	Sell	28,880 -75	-0.3%	-$6.04K	0.87%	30
2022 Q1	$2.65M	Hold	28,955	–	–	0.92%	28
2021 Q4	$3.14M	Sell	28,955 -645	-2%	-$66.1K	1.04%	23
2021 Q3	$2.88M	Sell	29,600 -25	-0.1%	-$2.32K	1.05%	25
2021 Q2	$2.54M	Hold	29,625	–	–	0.9%	30
2021 Q1	$2.34M	Hold	29,625	–	–	0.9%	30
2020 Q4	$1.86M	Hold	29,625	–	–	0.78%	33
2020 Q3	$1.39M	Sell	29,625 -175	-0.6%	-$7.99K	0.67%	40
2020 Q2	$1.35M	Hold	29,800	–	–	0.69%	44
2020 Q1	$1.12M	Sell	29,800 -1,400	-4%	-$77.4K	0.73%	43
2019 Q4	$1.91M	Hold	31,200	–	–	0.94%	30
2019 Q3	$1.65M	Sell	31,200 -100	-0.3%	-$5.26K	0.9%	31
2019 Q2	$1.61M	Hold	31,300	–	–	0.89%	32
2019 Q1	$1.55M	Hold	31,300	–	–	0.9%	34
2018 Q4	$1.25M	Sell	31,300 -300	-0.9%	-$12.4K	0.82%	40
2018 Q3	$1.39M	Hold	31,600	–	–	0.76%	43
2018 Q2	$1.51M	Sell	31,600 -200	-0.6%	-$9.46K	0.85%	36
2018 Q1	$1.5M	Hold	31,800	–	–	0.85%	37
2017 Q4	$1.38M	Hold	31,800	–	–	0.75%	42
2017 Q3	$1.21M	Hold	31,800	–	–	0.7%	44
2017 Q2	$1.16M	Hold	31,800	–	–	0.69%	47
2017 Q1	$1.11M	Hold	31,800	–	–	0.68%	49
2016 Q4	$1M	Sell	31,800 -1,000	-3%	-$28.9K	0.67%	51
2016 Q3	$918K	Hold	32,800	–	–	0.62%	53
2016 Q2	$869K	Hold	32,800	–	–	0.59%	53
2016 Q1	$945K	Hold	32,800	–	–	0.66%	51
2015 Q4	$1.13M	Hold	32,800	–	–	0.83%	41
2015 Q3	$1.05M	Hold	32,800	–	–	0.86%	39
2015 Q2	$1.21M	Sell	32,800 -300	-0.9%	-$11.4K	0.87%	40
2015 Q1	$1.28M	Buy	33,100 +1,500	+5%	+$51.7K	0.89%	39
2014 Q4	$1.08M	Sell	31,600 -1,500	-5%	-$48K	0.78%	46
2014 Q3	$984K	Buy	33,100 +1,500	+5%	+$47.1K	0.74%	47
2014 Q2	$1.01M	Sell	31,600 -200	-0.6%	-$5.78K	0.78%	41
2014 Q1	$872K	Sell	31,800 -1,500	-5%	-$40.4K	0.74%	47
2013 Q4	$876K	Buy	+33,300	New	+$792K	0.74%	47

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Meridian Investment Counsel's CBRE Position: Q2 2026 in Review

Meridian Investment Counsel held its CBRE Group (CBRE) position steady in Q2 2026 at 26,084 shares worth $3.51M. The position accounts for 0.75% of the portfolio, ranked #38.

Meridian Investment Counsel first reported a position in CBRE in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.2M in Q4 2025. 374 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Meridian Investment Counsel held 26,084 shares of CBRE Group worth $3.51M as of Q2 2026.
Meridian Investment Counsel left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.75% of Meridian Investment Counsel's portfolio in Q2 2026, its #38 holding.
Meridian Investment Counsel first reported a position in CBRE Group in Q4 2013 and has held it in 51 quarters since.
Meridian Investment Counsel's CBRE Group position peaked at $4.2M in Q4 2025.
374 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.