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Optimum Investment Advisors’s CBRE Group CBRE Stock Holding History

Optimum Investment 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
2025
Q3 		$130K Hold
825
– – 0.05% 227
2025
Q2 		$116K Hold
825
– – 0.05% 230
2025
Q1 		$108K Hold
825
– – 0.05% 234
2024
Q4 		$108K Sell
825
-75
-8% -$9.82K 0.05% 241
2024
Q3 		$112K Sell
900
-100
-10% -$10.9K 0.05% 258
2024
Q2 		$89.1K Hold
1,000
– – 0.04% 280
2024
Q1 		$97.2K Hold
1,000
– – 0.04% 271
2023
Q4 		$93.1K Sell
1,000
-100
-9% -$7.77K 0.05% 272
2023
Q3 		$81.2K Hold
1,100
– – 0.04% 299
2023
Q2 		$88.8K Hold
1,100
– – 0.04% 291
2023
Q1 		$80.1K Hold
1,100
– – 0.04% 311
2022
Q4 		$84.7K Sell
1,100
-400
-27% -$29.5K 0.05% 292
2022
Q3 		$101K Hold
1,500
– – 0.05% 270
2022
Q2 		$110K Sell
1,500
-250
-14% -$20.1K 0.06% 272
2022
Q1 		$160K Hold
1,750
– – 0.07% 243
2021
Q4 		$190K Hold
1,750
– – 0.07% 230
2021
Q3 		$170K Sell
1,750
-2,650
-60% -$246K 0.07% 243
2021
Q2 		$377K Sell
4,400
-800
-15% -$68.3K 0.12% 174
2021
Q1 		$411K Sell
5,200
-50
-1% -$3.54K 0.12% 172
2020
Q4 		$329K Hold
5,250
– – 0.1% 184
2020
Q3 		$247K Hold
5,250
– – 0.08% 213
2020
Q2 		$237K Sell
5,250
-8,350
-61% -$360K 0.08% 217
2020
Q1 		$513K Sell
13,600
-1,150
-8% -$63.5K 0.21% 118
2019
Q4 		$904K Sell
14,750
-400
-3% -$22.2K 0.27% 96
2019
Q3 		$803K Hold
15,150
– – 0.25% 104
2019
Q2 		$777K Sell
15,150
-1,200
-7% -$59.6K 0.25% 100
2019
Q1 		$809K Sell
16,350
-80
-0.5% -$3.76K 0.27% 92
2018
Q4 		$658K Sell
16,430
-4,833
-23% -$200K 0.23% 115
2018
Q3 		$938K Buy
21,263
+1,350
+7% +$64.4K 0.26% 99
2018
Q2 		$951K Sell
19,913
-967
-5% -$45.7K 0.27% 98
2018
Q1 		$986K Buy
20,880
+300
+1% +$13.7K 0.29% 92
2017
Q4 		$891K Hold
20,580
– – 0.28% 104
2017
Q3 		$780K Sell
20,580
-800
-4% -$29.4K 0.26% 115
2017
Q2 		$778K Sell
21,380
-1,000
-4% -$34.8K 0.27% 108
2017
Q1 		$779K Buy
22,380
+900
+4% +$30.1K 0.28% 107
2016
Q4 		$676K Sell
21,480
-100
-0.5% -$2.9K 0.25% 111
2016
Q3 		$604K Sell
21,580
-1,550
-7% -$44.2K 0.23% 133
2016
Q2 		$612K Sell
23,130
-8,800
-28% -$257K 0.24% 125
2016
Q1 		$920K Sell
31,930
-500
-2% -$13.8K 0.36% 81
2015
Q4 		$1.12M Buy
32,430
+300
+0.9% +$10.6K 0.43% 65
2015
Q3 		$1.03M Buy
+32,130
New +$1.14M 0.42% 70
2015
Q1 		$1.22M Hold
31,630
– – 0.39% 66
2014
Q4 		$1.08M Sell
31,630
-1,700
-5% -$54.4K 0.35% 75
2014
Q3 		$991K Buy
33,330
+1,280
+4% +$40.2K 0.33% 82
2014
Q2 		$1.03M Buy
32,050
+11,900
+59% +$344K 0.33% 78
2014
Q1 		$553K Buy
+20,150
New +$543K 0.21% 132

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optimum Investment Advisors's CBRE Position: Q3 2025 in Review

Optimum Investment Advisors held its CBRE Group (CBRE) position steady in Q3 2025 at 825 shares worth $130K. The position accounts for 0.05% of the portfolio, ranked #227.

Optimum Investment Advisors first reported a position in CBRE in Q1 2014 and has held it in 46 quarters since. The position peaked at $1.22M in Q1 2015. 1,060 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

  • Optimum Investment Advisors held 825 shares of CBRE Group worth $130K as of Q3 2025.
  • Optimum Investment Advisors left its CBRE Group share count unchanged in Q3 2025.
  • CBRE Group made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #227 holding.
  • Optimum Investment Advisors first reported a position in CBRE Group in Q1 2014 and has held it in 46 quarters since.
  • Optimum Investment Advisors's CBRE Group position peaked at $1.22M in Q1 2015.
  • 1,060 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.