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Parkworth Wealth Management’s CBRE Group CBRE Stock Holding History

Parkworth 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
Q2 		$1.12K Buy
8
+3
+60% +$379 ﹤0.01% 385
2025
Q1 		$654 Hold
5
– – ﹤0.01% 352
2024
Q4 		$656 Buy
+5
New +$655 ﹤0.01% 363

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parkworth Wealth Management's CBRE Position: Q2 2025 in Review

Parkworth Wealth Management increased its CBRE Group (CBRE) stake by 60% in Q2 2025, buying an estimated $379 and bringing the position to 8 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Parkworth Wealth Management first reported a position in CBRE in Q4 2024 and has held it in 3 quarters since. 1,012 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Parkworth Wealth Management held 8 shares of CBRE Group worth $1.12K as of Q2 2025.
  • Parkworth Wealth Management bought 3 CBRE Group shares in Q2 2025, an estimated $379.
  • CBRE Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #385 holding.
  • Parkworth Wealth Management first reported a position in CBRE Group in Q4 2024 and has held it in 3 quarters since.
  • 1,012 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.