MWM
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Meridian Wealth Management’s CBRE Group CBRE Stock Holding History

Meridian Wealth Management’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 		$746K Sell
5,507
-78
-1% -$11.9K 0.03% 414
2025
Q4 		$898K Buy
5,585
+164
+3% +$25.8K 0.03% 369
2025
Q3 		$854K Buy
5,421
+581
+12% +$89.9K 0.03% 360
2025
Q2 		$678K Sell
4,840
-310
-6% -$39.2K 0.03% 389
2025
Q1 		$674K Sell
5,150
-42
-0.8% -$5.71K 0.03% 358
2024
Q4 		$682K Buy
5,192
+71
+1% +$9.3K 0.03% 356
2024
Q3 		$637K Buy
5,121
+106
+2% +$11.6K 0.03% 369
2024
Q2 		$447K Buy
+5,015
New +$445K 0.05% 188
2024
Q1 		– Sell
-5,014
Closed -$467K – 234
2023
Q4 		$467K Sell
5,014
-146
-3% -$11.4K 0.03% 398
2023
Q3 		$381K Hold
5,160
– – 0.02% 418
2023
Q2 		$416K Sell
5,160
-25
-0.5% -$1.87K 0.04% 361
2023
Q1 		$378K Sell
5,185
-157
-3% -$12.8K 0.03% 371
2022
Q4 		$411K Sell
5,342
-488
-8% -$36K 0.04% 342
2022
Q3 		$394K Sell
5,830
-460
-7% -$36.5K 0.04% 317
2022
Q2 		$463K Hold
6,290
– – 0.04% 368
2022
Q1 		$576K Sell
6,290
-2,265
-26% -$221K 0.06% 220
2021
Q4 		$928K Buy
8,555
+1,935
+29% +$198K 0.1% 164
2021
Q3 		$645K Buy
6,620
+250
+4% +$23.2K 0.08% 196
2021
Q2 		$546K Hold
6,370
– – 0.07% 212
2021
Q1 		$504K Hold
6,370
– – 0.07% 207
2020
Q4 		$399K Sell
6,370
-135
-2% -$7.63K 0.06% 221
2020
Q3 		$305K Buy
6,505
+50
+0.8% +$2.28K 0.07% 185
2020
Q2 		$291K Buy
+6,455
New +$278K 0.1% 164
2020
Q1 		– Sell
-4,385
Closed -$268K – 207
2019
Q4 		$268K Hold
4,385
– – 0.13% 163
2019
Q3 		$232K Buy
4,385
+1,145
+35% +$60.2K 0.11% 173
2019
Q2 		$1.66K Buy
+3,240
New +$161K 0.07% 227

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

Meridian Wealth Management's CBRE Position: Q1 2026 in Review

Meridian Wealth Management reduced its CBRE Group (CBRE) stake by 1.4% in Q1 2026, selling an estimated $11.9K and leaving 5,507 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #414.

Meridian Wealth Management first reported a position in CBRE in Q2 2019 and has held it in 26 quarters since. The position peaked at $928K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Meridian Wealth Management held 5,507 shares of CBRE Group worth $746K as of Q1 2026.
  • Meridian Wealth Management sold 78 CBRE Group shares in Q1 2026, an estimated $11.9K.
  • CBRE Group made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #414 holding.
  • Meridian Wealth Management first reported a position in CBRE Group in Q2 2019 and has held it in 26 quarters since.
  • Meridian Wealth Management's CBRE Group position peaked at $928K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.