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

Mission 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
Q2 		$682K Buy
5,065
+2,821
+126% +$389K 0.01% 583
2026
Q1 		$304K Sell
2,244
-6
-0.3% -$912 0.01% 605
2025
Q4 		$362K Buy
2,250
+1
+0% +$157 0.01% 568
2025
Q3 		$354K Buy
2,249
+50
+2% +$7.74K 0.01% 566
2025
Q2 		$308K Sell
2,199
-1
-0% -$126 0.01% 575
2025
Q1 		$288K Sell
2,200
-12
-0.5% -$1.63K 0.01% 564
2024
Q4 		$290K Sell
2,212
-37
-2% -$4.84K 0.01% 552
2024
Q3 		$280K Buy
2,249
+3
+0.1% +$327 0.01% 559
2024
Q2 		$200K Buy
2,246
+81
+4% +$7.19K 0.01% 620
2024
Q1 		$211K Buy
2,165
+4
+0.2% +$359 0.01% 637
2023
Q4 		$201K Buy
+2,161
New +$168K 0.01% 556
2023
Q1 		– Sell
-2,837
Closed -$218K – 540
2022
Q4 		$218K Buy
+2,837
New +$210K 0.01% 473
2022
Q1 		– Sell
-2,018
Closed -$219K – 537
2021
Q4 		$219K Sell
2,018
-718
-26% -$73.6K 0.01% 500
2021
Q3 		$266K Buy
2,736
+94
+4% +$8.73K 0.01% 440
2021
Q2 		$226K Buy
2,642
+7
+0.3% +$598 0.01% 450
2021
Q1 		$208K Buy
+2,635
New +$186K 0.01% 426

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mission Wealth Management's CBRE Position: Q2 2026 in Review

Mission Wealth Management increased its CBRE Group (CBRE) stake by 126% in Q2 2026, buying an estimated $389K and bringing the position to 5,065 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #583.

Mission Wealth Management first reported a position in CBRE in Q1 2021 and has held it in 16 quarters since. 128 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Mission Wealth Management held 5,065 shares of CBRE Group worth $682K as of Q2 2026.
  • Mission Wealth Management bought 2,821 CBRE Group shares in Q2 2026, an estimated $389K.
  • CBRE Group made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #583 holding.
  • Mission Wealth Management first reported a position in CBRE Group in Q1 2021 and has held it in 16 quarters since.
  • 128 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.