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MJT & Associates Financial Advisory’s CBRE Group CBRE Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$3.85K Hold
30
– – ﹤0.01% 293
2026
Q2 		$4.04K Sell
30
-63
-68% -$8.68K ﹤0.01% 306
2026
Q1 		$12.6K Hold
93
– – 0.01% 160
2025
Q4 		$15K Sell
93
-5
-5% -$786 0.01% 144
2025
Q3 		$15.4K Hold
98
– – 0.01% 149
2025
Q2 		$13.7K Hold
98
– – 0.02% 184
2025
Q1 		$12.8K Buy
+98
New +$13.3K 0.01% 189

Other funds holding CBRE

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MJT & Associates Financial Advisory's CBRE Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its CBRE Group (CBRE) position steady in Q3 2026 at 30 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

MJT & Associates Financial Advisory first reported a position in CBRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.4K in Q3 2025. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • MJT & Associates Financial Advisory held 30 shares of CBRE Group worth $3.85K as of Q3 2026.
  • MJT & Associates Financial Advisory left its CBRE Group share count unchanged in Q3 2026.
  • CBRE Group made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #293 holding.
  • MJT & Associates Financial Advisory first reported a position in CBRE Group in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's CBRE Group position peaked at $15.4K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.