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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
Q2 		$310K Sell
2,300
-122
-5% -$16.8K ﹤0.01% 684
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moneta Group Investment Advisors's CBRE Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its CBRE Group (CBRE) stake by 5% in Q2 2026, selling an estimated $16.8K and leaving 2,300 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Moneta Group Investment Advisors first reported a position in CBRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $391K in Q3 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Moneta Group Investment Advisors held 2,300 shares of CBRE Group worth $310K as of Q2 2026.
  • Moneta Group Investment Advisors sold 122 CBRE Group shares in Q2 2026, an estimated $16.8K.
  • CBRE Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #684 holding.
  • Moneta Group Investment Advisors first reported a position in CBRE Group in Q3 2024 and has held it in 8 quarters since.
  • Moneta Group Investment Advisors's CBRE Group position peaked at $391K in Q3 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.