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Parisi Gray Wealth Management’s CBRE Group CBRE Stock Holding History

Parisi Gray 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
2025
Q4 		– Sell
-1,330
Closed -$210K – 136
2025
Q3 		$210K Buy
+1,330
New +$206K 0.05% 120
2021
Q3 		– Sell
-1,804
Closed -$155K – 198
2021
Q2 		$155K Buy
+1,804
New +$154K 0.06% 145
2019
Q2 		– Sell
-1,497
Closed -$74K – 167
2019
Q1 		$74K Sell
1,497
-50
-3% -$2.35K 0.05% 164
2018
Q4 		$62K Sell
1,547
-29
-2% -$1.2K 0.04% 177
2018
Q3 		$70K Hold
1,576
– – 0.04% 179
2018
Q2 		$77K Hold
1,576
– – 0.05% 173
2018
Q1 		$74K Buy
1,576
+84
+6% +$3.83K 0.06% 169
2017
Q4 		$65K Buy
+1,492
New +$61.8K 0.05% 180

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Parisi Gray Wealth Management's CBRE Position: Q4 2025 in Review

Parisi Gray Wealth Management sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 1,330 shares — an estimated $210K sold.

Parisi Gray Wealth Management first reported a position in CBRE in Q4 2017 and held it in 8 quarters. The position peaked at $210K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Parisi Gray Wealth Management reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 1,330 CBRE Group shares in Q4 2025, an estimated $210K.
  • Parisi Gray Wealth Management first reported a position in CBRE Group in Q4 2017 and held it in 8 quarters.
  • Parisi Gray Wealth Management's CBRE Group position peaked at $210K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.