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CBRE icon

NewEdge Advisors’s CBRE Group CBRE Stock Holding History

NewEdge 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
Q1 		$699K Sell
5,159
-659
-11% -$100K ﹤0.01% 1738
2025
Q4 		$936K Buy
5,818
+1,451
+33% +$228K ﹤0.01% 1535
2025
Q3 		$688K Buy
4,367
+71
+2% +$11K ﹤0.01% 1628
2025
Q2 		$602K Buy
4,296
+822
+24% +$104K ﹤0.01% 1585
2025
Q1 		$454K Sell
3,474
-379
-10% -$51.5K ﹤0.01% 1634
2024
Q4 		$506K Sell
3,853
-183
-5% -$24K ﹤0.01% 1546
2024
Q3 		$502K Buy
4,036
+178
+5% +$19.4K ﹤0.01% 1483
2024
Q2 		$344K Sell
3,858
-1,315
-25% -$117K ﹤0.01% 1642
2024
Q1 		$503K Buy
5,173
+2,436
+89% +$219K ﹤0.01% 1349
2023
Q4 		$239K Buy
2,737
+2,345
+598% +$182K ﹤0.01% 1641
2023
Q3 		$29K Buy
392
+109
+39% +$9.04K ﹤0.01% 2269
2023
Q2 		$22.8K Sell
283
-4,809
-94% -$360K ﹤0.01% 2348
2023
Q1 		$371K Buy
5,092
+180
+4% +$14.7K ﹤0.01% 1259
2022
Q4 		$375K Sell
4,912
-140
-3% -$10.3K 0.01% 905
2022
Q3 		$342K Sell
5,052
-19
-0.4% -$1.51K 0.01% 1135
2022
Q2 		$373K Buy
+5,071
New +$408K 0.01% 1114
2022
Q1 		– Sell
-3,683
Closed -$400K – 1221
2021
Q4 		$400K Buy
+3,683
New +$377K 0.01% 1182
2017
Q3 		– Sell
-77
Closed -$2.83K – 468
2017
Q2 		$2.83K Buy
+77
New +$2.68K ﹤0.01% 1252

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

NewEdge Advisors's CBRE Position: Q1 2026 in Review

NewEdge Advisors reduced its CBRE Group (CBRE) stake by 11% in Q1 2026, selling an estimated $100K and leaving 5,159 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

NewEdge Advisors first reported a position in CBRE in Q2 2017 and has held it in 18 quarters since. The position peaked at $936K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • NewEdge Advisors held 5,159 shares of CBRE Group worth $699K as of Q1 2026.
  • NewEdge Advisors sold 659 CBRE Group shares in Q1 2026, an estimated $100K.
  • CBRE Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1738 holding.
  • NewEdge Advisors first reported a position in CBRE Group in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's CBRE Group position peaked at $936K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.