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Nicola Wealth Management’s CBRE Group CBRE Stock Holding History

Nicola Wealth 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
2025
Q3 		– Sell
-10,055
Closed -$1.41M – 73
2025
Q2 		$1.41M Buy
10,055
+931
+10% +$118K 0.13% 86
2025
Q1 		$1.19M Buy
9,124
+500
+6% +$67.9K 0.12% 97
2024
Q4 		$1.63M Sell
8,624
-1,400
-14% -$183K 0.15% 91
2024
Q3 		$1.69M Buy
10,024
+1,400
+16% +$153K 0.13% 97
2024
Q2 		$1.05M Buy
+8,624
New +$765K 0.09% 105

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nicola Wealth Management's CBRE Position: Q3 2025 in Review

Nicola Wealth Management sold out of CBRE Group (CBRE) in Q3 2025, closing a stake of 10,055 shares — an estimated $1.41M sold.

Nicola Wealth Management first reported a position in CBRE in Q2 2024 and held it in 5 quarters. The position peaked at $1.69M in Q3 2024. 1,063 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

  • Nicola Wealth Management reported no remaining CBRE Group position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 10,055 CBRE Group shares in Q3 2025, an estimated $1.41M.
  • Nicola Wealth Management first reported a position in CBRE Group in Q2 2024 and held it in 5 quarters.
  • Nicola Wealth Management's CBRE Group position peaked at $1.69M in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.