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Perfromance Wealth Partners’s CBRE Group CBRE Stock Holding History

Perfromance Wealth Partners’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
-3,003
Closed -$473K – 202
2025
Q3 		$473K Buy
+3,003
New +$465K 0.01% 122

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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 $665M AUM 25.91% 1-Year Est. Return

Perfromance Wealth Partners's CBRE Position: Q4 2025 in Review

Perfromance Wealth Partners sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 3,003 shares — an estimated $473K sold.

Perfromance Wealth Partners first reported a position in CBRE in Q3 2025 and held it in 1 quarter. The position peaked at $473K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Perfromance Wealth Partners reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 3,003 CBRE Group shares in Q4 2025, an estimated $473K.
  • Perfromance Wealth Partners first reported a position in CBRE Group in Q3 2025 and held it in 1 quarter.
  • Perfromance Wealth Partners's CBRE Group position peaked at $473K in Q3 2025.
  • 1,108 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Perfromance Wealth Partners's 13F filing for Q4 2025, filed 21 Jan 2026.