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ORG Wealth Partners’s CBRE Group CBRE Stock Holding History

ORG Wealth Partners’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 		$279K Buy
+2,072
New +$285K 0.04% 217

Other funds holding CBRE

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

ORG Wealth Partners's CBRE Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in CBRE Group (CBRE) in Q2 2026: 2,072 shares worth $279K. The stake represents 0.04% of the portfolio and ranks #217 among its holdings.

1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • ORG Wealth Partners held 2,072 shares of CBRE Group worth $279K as of Q2 2026.
  • CBRE Group was a new ORG Wealth Partners position in Q2 2026.
  • CBRE Group made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.