Nvest Wealth Strategies’s CBRE Group CBRE Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-5	Closed	-$678	–	366
2026 Q1	$678	Buy	+5	New	+$760	﹤0.01%	250

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nvest Wealth Strategies's CBRE Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 5 shares — an estimated $678 sold.

Nvest Wealth Strategies first reported a position in CBRE in Q1 2026 and held it in 1 quarter. The position peaked at $678 in Q1 2026. 545 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Nvest Wealth Strategies reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 5 CBRE Group shares in Q2 2026, an estimated $678.
Nvest Wealth Strategies first reported a position in CBRE Group in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's CBRE Group position peaked at $678 in Q1 2026.
545 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.