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Osterweis Capital Management’s CBRE Group CBRE Stock Holding History

Osterweis Capital 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
Q4 		– Sell
-136
Closed -$21.4K – 294
2025
Q3 		$21.4K Hold
136
– – ﹤0.01% 254
2025
Q2 		$19.1K Buy
+136
New +$17.2K ﹤0.01% 264

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 $3.38T AUM 44.17% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Osterweis Capital Management's CBRE Position: Q4 2025 in Review

Osterweis Capital Management sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 136 shares — an estimated $21.4K sold.

Osterweis Capital Management first reported a position in CBRE in Q2 2025 and held it in 2 quarters. The position peaked at $21.4K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Osterweis Capital Management reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 136 CBRE Group shares in Q4 2025, an estimated $21.4K.
  • Osterweis Capital Management first reported a position in CBRE Group in Q2 2025 and held it in 2 quarters.
  • Osterweis Capital Management's CBRE Group position peaked at $21.4K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.