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PDS Planning’s CBRE Group CBRE Stock Holding History

PDS Planning’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
Q2 		$269K Buy
1,998
+146
+8% +$20.1K 0.02% 461
2026
Q1 		$251K Sell
1,852
-58
-3% -$8.81K 0.02% 442
2025
Q4 		$307K Buy
1,910
+42
+2% +$6.6K 0.02% 375
2025
Q3 		$294K Buy
1,868
+131
+8% +$20.3K 0.02% 386
2025
Q2 		$243K Buy
1,737
+172
+11% +$21.8K 0.02% 418
2025
Q1 		$205K Buy
+1,565
New +$213K 0.02% 434

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PDS Planning's CBRE Position: Q2 2026 in Review

PDS Planning increased its CBRE Group (CBRE) stake by 7.9% in Q2 2026, buying an estimated $20.1K and bringing the position to 1,998 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #461.

PDS Planning first reported a position in CBRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $307K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • PDS Planning held 1,998 shares of CBRE Group worth $269K as of Q2 2026.
  • PDS Planning bought 146 CBRE Group shares in Q2 2026, an estimated $20.1K.
  • CBRE Group made up 0.02% of PDS Planning's portfolio in Q2 2026, its #461 holding.
  • PDS Planning first reported a position in CBRE Group in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's CBRE Group position peaked at $307K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.