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Pathway Financial Advisors’s CBRE Group CBRE Stock Holding History

Pathway Financial Advisors’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 		– Sell
-1,918
Closed -$251K – 140
2025
Q1 		$251K Hold
1,918
– – 0.05% 145
2024
Q4 		$252K Hold
1,918
– – 0.06% 139
2024
Q3 		$239K Sell
1,918
-500
-21% -$54.5K 0.06% 144
2024
Q2 		$215K Hold
2,418
– – 0.06% 149
2024
Q1 		$235K Hold
2,418
– – 0.06% 146
2023
Q4 		$225K Buy
+2,418
New +$188K 0.07% 141
2018
Q3 		– Sell
-1,918
Closed -$92K – 140
2018
Q2 		$92K Hold
1,918
– – 0.05% 165
2018
Q1 		$91K Hold
1,918
– – 0.05% 175
2017
Q4 		$83K Buy
+1,918
New +$79.5K 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pathway Financial Advisors's CBRE Position: Q2 2025 in Review

Pathway Financial Advisors sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 1,918 shares — an estimated $251K sold.

Pathway Financial Advisors first reported a position in CBRE in Q4 2017 and held it in 9 quarters. The position peaked at $252K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Pathway Financial Advisors reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,918 CBRE Group shares in Q2 2025, an estimated $251K.
  • Pathway Financial Advisors first reported a position in CBRE Group in Q4 2017 and held it in 9 quarters.
  • Pathway Financial Advisors's CBRE Group position peaked at $252K in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.