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

Moran 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
Q1 		$269K Sell
1,984
-138
-7% -$21K 0.01% 434
2025
Q4 		$341K Sell
2,122
-349
-14% -$54.9K 0.01% 434
2025
Q3 		$389K Buy
+2,471
New +$382K 0.01% 432

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

Moran Wealth Management's CBRE Position: Q1 2026 in Review

Moran Wealth Management reduced its CBRE Group (CBRE) stake by 6.5% in Q1 2026, selling an estimated $21K and leaving 1,984 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #434.

Moran Wealth Management first reported a position in CBRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Moran Wealth Management held 1,984 shares of CBRE Group worth $269K as of Q1 2026.
  • Moran Wealth Management sold 138 CBRE Group shares in Q1 2026, an estimated $21K.
  • CBRE Group made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #434 holding.
  • Moran Wealth Management first reported a position in CBRE Group in Q3 2025 and has held it in 3 quarters since.
  • Moran Wealth Management's CBRE Group position peaked at $389K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.