MOTCO’s CBRE Group CBRE Stock Holding History

MOTCO’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	$943	Buy	+7	New	+$964	﹤0.01%	596
2025 Q1	–	Sell	-29	Closed	-$3.81K	–	605
2024 Q4	$3.81K	Sell	29 -4,995	-99%	-$654K	﹤0.01%	430
2024 Q3	$625K	Hold	5,024	–	–	0.06%	138
2024 Q2	$448K	Hold	5,024	–	–	0.03%	207
2024 Q1	$489K	Buy	5,024 +4,995	+17,224%	+$449K	0.03%	206
2023 Q4	$2.7K	Hold	29	–	–	﹤0.01%	567
2023 Q3	$2.14K	Hold	29	–	–	﹤0.01%	631
2023 Q2	$2.34K	Buy	+29	New	+$2.17K	﹤0.01%	638
2021 Q1	–	Sell	-36	Closed	-$2K	–	603
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	669
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	576
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	536
2020 Q1	$1K	Buy	+36	New	+$1.99K	﹤0.01%	586
2019 Q3	–	Sell	-894	Closed	-$46K	–	554
2019 Q2	$46K	Buy	+894	New	+$44.4K	﹤0.01%	372
2016 Q4	–	Sell	-174	Closed	-$5K	–	578
2016 Q3	$5K	Buy	+174	New	+$4.96K	﹤0.01%	523

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MOTCO's CBRE Position: Q2 2026 in Review

MOTCO opened a new position in CBRE Group (CBRE) in Q2 2026: 7 shares worth $943. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: MOTCO previously reported a position in CBRE as recently as Q4 2024.

MOTCO first reported a position in CBRE in Q3 2016 and has held it in 14 quarters since. The position peaked at $625K in Q3 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

MOTCO held 7 shares of CBRE Group worth $943 as of Q2 2026.
CBRE Group was a new MOTCO position in Q2 2026.
CBRE Group made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #596 holding.
MOTCO first reported a position in CBRE Group in Q3 2016 and has held it in 14 quarters since.
MOTCO's CBRE Group position peaked at $625K in Q3 2024.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.