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Mount Yale Investment Advisors’s CBRE Group CBRE Stock Holding History

Mount Yale 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 		$452K Sell
3,355
-3,424
-51% -$472K 0.01% 821
2026
Q1 		$918K Buy
6,779
+2,949
+77% +$448K 0.02% 542
2025
Q4 		$616K Buy
+3,830
New +$602K 0.03% 408
2025
Q3 		– Sell
-1,118
Closed -$157K – 813
2025
Q2 		$157K Buy
+1,118
New +$141K 0.01% 583
2019
Q1 		– Sell
-11,410
Closed -$534K – 316
2018
Q4 		$534K Buy
11,410
+479
+4% +$19.8K 0.11% 162
2018
Q3 		$476K Buy
10,931
+1,417
+15% +$67.6K 0.08% 183
2018
Q2 		$454K Buy
9,514
+1,880
+25% +$88.9K 0.09% 188
2018
Q1 		$360K Buy
+7,634
New +$348K 0.08% 226

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

Mount Yale Investment Advisors's CBRE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its CBRE Group (CBRE) stake by 51% in Q2 2026, selling an estimated $472K and leaving 3,355 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #821.

Mount Yale Investment Advisors first reported a position in CBRE in Q1 2018 and has held it in 8 quarters since. The position peaked at $918K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Mount Yale Investment Advisors held 3,355 shares of CBRE Group worth $452K as of Q2 2026.
  • Mount Yale Investment Advisors sold 3,424 CBRE Group shares in Q2 2026, an estimated $472K.
  • CBRE Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #821 holding.
  • Mount Yale Investment Advisors first reported a position in CBRE Group in Q1 2018 and has held it in 8 quarters since.
  • Mount Yale Investment Advisors's CBRE Group position peaked at $918K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.