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Moneta Group Investment Advisors’s CBRE Group CBRE Stock Holding History

Moneta Group Investment 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
2026
Q1 		$328K Buy
2,422
+19
+0.8% +$2.89K ﹤0.01% 604
2025
Q4 		$386K Sell
2,403
-76
-3% -$11.9K ﹤0.01% 564
2025
Q3 		$391K Buy
2,479
+142
+6% +$22K ﹤0.01% 554
2025
Q2 		$327K Buy
2,337
+508
+28% +$64.2K ﹤0.01% 538
2025
Q1 		$239K Buy
1,829
+110
+6% +$14.9K ﹤0.01% 577
2024
Q4 		$226K Sell
1,719
-67
-4% -$8.77K ﹤0.01% 602
2024
Q3 		$222K Buy
+1,786
New +$195K ﹤0.01% 598

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

Moneta Group Investment Advisors's CBRE Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its CBRE Group (CBRE) stake by 0.79% in Q1 2026, buying an estimated $2.89K and bringing the position to 2,422 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Moneta Group Investment Advisors first reported a position in CBRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $391K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Moneta Group Investment Advisors held 2,422 shares of CBRE Group worth $328K as of Q1 2026.
  • Moneta Group Investment Advisors bought 19 CBRE Group shares in Q1 2026, an estimated $2.89K.
  • CBRE Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #604 holding.
  • Moneta Group Investment Advisors first reported a position in CBRE Group in Q3 2024 and has held it in 7 quarters since.
  • Moneta Group Investment Advisors's CBRE Group position peaked at $391K in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.