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NEOS Investment Management’s CBRE Group CBRE Stock Holding History

NEOS Investment 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
Q2 		$14.7M Buy
108,956
+7,046
+7% +$971K 0.05% 218
2026
Q1 		$13.8M Buy
101,910
+16,825
+20% +$2.56M 0.07% 199
2025
Q4 		$13.7M Buy
85,085
+19,742
+30% +$3.1M 0.08% 190
2025
Q3 		$10.3M Buy
65,343
+25,983
+66% +$4.02M 0.08% 199
2025
Q2 		$5.52M Buy
39,360
+13,037
+50% +$1.65M 0.07% 228
2025
Q1 		$3.44M Buy
26,323
+10,120
+62% +$1.38M 0.07% 244
2024
Q4 		$2.13M Buy
16,203
+3,729
+30% +$488K 0.05% 289
2024
Q3 		$1.55M Buy
12,474
+2,436
+24% +$266K 0.05% 305
2024
Q2 		$894K Buy
10,038
+2,988
+42% +$265K 0.04% 347
2024
Q1 		$686K Buy
7,050
+2,747
+64% +$247K 0.04% 321
2023
Q4 		$401K Buy
4,303
+1,306
+44% +$102K 0.04% 322
2023
Q3 		$221K Buy
+2,997
New +$249K 0.03% 335

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

NEOS Investment Management's CBRE Position: Q2 2026 in Review

NEOS Investment Management increased its CBRE Group (CBRE) stake by 6.9% in Q2 2026, buying an estimated $971K and bringing the position to 108,956 shares worth $14.7M. The position accounts for 0.05% of the portfolio, ranked #218.

NEOS Investment Management first reported a position in CBRE in Q3 2023 and has held it in 12 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • NEOS Investment Management held 108,956 shares of CBRE Group worth $14.7M as of Q2 2026.
  • NEOS Investment Management bought 7,046 CBRE Group shares in Q2 2026, an estimated $971K.
  • CBRE Group made up 0.05% of NEOS Investment Management's portfolio in Q2 2026, its #218 holding.
  • NEOS Investment Management first reported a position in CBRE Group in Q3 2023 and has held it in 12 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.