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Palatine Hill Wealth Management’s CBRE Group CBRE Stock Holding History

Palatine Hill Wealth 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
2026
Q1 		– Sell
-1,909
Closed -$307K – 49
2025
Q4 		$307K Buy
+1,909
New +$300K 0.25% 39

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Palatine Hill Wealth Management's CBRE Position: Q1 2026 in Review

Palatine Hill Wealth Management sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,909 shares — an estimated $307K sold.

Palatine Hill Wealth Management first reported a position in CBRE in Q4 2025 and held it in 1 quarter. The position peaked at $307K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Palatine Hill Wealth Management reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Palatine Hill Wealth Management sold 1,909 CBRE Group shares in Q1 2026, an estimated $307K.
  • Palatine Hill Wealth Management first reported a position in CBRE Group in Q4 2025 and held it in 1 quarter.
  • Palatine Hill Wealth Management's CBRE Group position peaked at $307K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Palatine Hill Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.