NW
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NewEdge Wealth’s CBRE Group CBRE Stock Holding History

NewEdge Wealth’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 		$1.01M Sell
7,525
-169
-2% -$23.3K 0.01% 658
2026
Q1 		$1.04M Sell
7,694
-864
-10% -$131K 0.01% 618
2025
Q4 		$1.38M Buy
8,558
+3,178
+59% +$500K 0.02% 551
2025
Q3 		$807K Buy
5,380
+14
+0.3% +$2.17K 0.01% 614
2025
Q2 		$828K Sell
5,366
-240
-4% -$30.4K 0.01% 578
2025
Q1 		$733K Buy
5,606
+267
+5% +$36.3K 0.01% 545
2024
Q4 		$701K Buy
5,339
+840
+19% +$110K 0.01% 556
2024
Q3 		$560K Sell
4,499
-58,034
-93% -$6.33M 0.01% 595
2024
Q2 		$5.57M Buy
62,533
+57,561
+1,158% +$5.11M 0.12% 149
2024
Q1 		$432K Buy
4,972
+2,487
+100% +$223K 0.01% 594
2023
Q4 		$231K Buy
+2,485
New +$193K 0.01% 676

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

NewEdge Wealth's CBRE Position: Q2 2026 in Review

NewEdge Wealth reduced its CBRE Group (CBRE) stake by 2.2% in Q2 2026, selling an estimated $23.3K and leaving 7,525 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #658.

NewEdge Wealth first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.57M in Q2 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • NewEdge Wealth held 7,525 shares of CBRE Group worth $1.01M as of Q2 2026.
  • NewEdge Wealth sold 169 CBRE Group shares in Q2 2026, an estimated $23.3K.
  • CBRE Group made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #658 holding.
  • NewEdge Wealth first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • NewEdge Wealth's CBRE Group position peaked at $5.57M in Q2 2024.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.