MA
CBRE icon

MONECO Advisors’s CBRE Group CBRE Stock Holding History

MONECO 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
2024
Q2 		– Sell
-2,841
Closed -$276K – 423
2024
Q1 		$276K Hold
2,841
– – 0.04% 333
2023
Q4 		$264K Hold
2,841
– – 0.05% 313
2023
Q3 		$210K Buy
2,841
+37
+1% +$3.07K 0.06% 315
2023
Q2 		$226K Buy
2,804
+30
+1% +$2.25K 0.06% 300
2023
Q1 		$202K Buy
2,774
+6
+0.2% +$490 0.06% 311
2022
Q4 		$213K Buy
+2,768
New +$204K 0.08% 246
2022
Q3 		– Sell
-2,765
Closed -$204K – 249
2022
Q2 		$204K Buy
+2,765
New +$223K 0.08% 233

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return