Morton Brown Family Wealth’s CBRE Group CBRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$404 Buy
+3
New +$413 ﹤0.01% 397
2023
Q2
– Sell
-25
Closed -$1.82K – 197
2023
Q1
$1.82K Buy
+25
New +$2.04K ﹤0.01% 206
2022
Q1
– Sell
-53
Closed -$6K – 152
2021
Q4
$6K Buy
+53
New +$5.43K ﹤0.01% 133

Other funds holding CBRE

Morton Brown Family Wealth's CBRE Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in CBRE Group (CBRE) in Q2 2026: 3 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in CBRE as recently as Q1 2023.

Morton Brown Family Wealth first reported a position in CBRE in Q4 2021 and has held it in 3 quarters since. The position peaked at $6K in Q4 2021. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Morton Brown Family Wealth held 3 shares of CBRE Group worth $404 as of Q2 2026.
  • CBRE Group was a new Morton Brown Family Wealth position in Q2 2026.
  • CBRE Group made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #397 holding.
  • Morton Brown Family Wealth first reported a position in CBRE Group in Q4 2021 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's CBRE Group position peaked at $6K in Q4 2021.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.