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Operose Advisors’s CBRE Group CBRE Stock Holding History

Operose 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
Q2 		– Sell
-10
Closed -$1.35K – 540
2026
Q1 		$1.35K Buy
+10
New +$1.52K ﹤0.01% 523
2024
Q4 		– Sell
-180
Closed -$22.4K – 459
2024
Q3 		$22.4K Hold
180
– – 0.01% 386
2024
Q2 		$16K Hold
180
– – 0.01% 380
2024
Q1 		$17.5K Hold
180
– – 0.01% 410
2023
Q4 		$16.8K Hold
180
– – 0.01% 387
2023
Q3 		$13.3K Buy
+180
New +$14.9K 0.01% 541

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

Operose Advisors's CBRE Position: Q2 2026 in Review

Operose Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 10 shares — an estimated $1.35K sold.

Operose Advisors first reported a position in CBRE in Q3 2023 and held it in 6 quarters. The position peaked at $22.4K in Q3 2024. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Operose Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 10 CBRE Group shares in Q2 2026, an estimated $1.35K.
  • Operose Advisors first reported a position in CBRE Group in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's CBRE Group position peaked at $22.4K in Q3 2024.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.