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Perigon Wealth Management’s CBRE Group CBRE Stock Holding History

Perigon 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
2026
Q2 		$381K Buy
2,829
+58
+2% +$7.99K 0.01% 1005
2026
Q1 		$375K Buy
2,771
+11
+0.4% +$1.67K 0.01% 934
2025
Q4 		$444K Buy
2,760
+13
+0.5% +$2.04K 0.01% 850
2025
Q3 		$433K Buy
2,747
+47
+2% +$7.27K 0.01% 797
2025
Q2 		$378K Buy
2,700
+291
+12% +$36.8K 0.01% 758
2025
Q1 		$315K Sell
2,409
-150
-6% -$20.4K 0.01% 795
2024
Q4 		$345K Buy
2,559
+364
+17% +$47.7K 0.01% 769
2024
Q3 		$273K Buy
+2,195
New +$239K 0.01% 828
2024
Q2 		– Sell
-2,318
Closed -$225K – 873
2024
Q1 		$225K Buy
+2,318
New +$208K 0.01% 772
2021
Q1 		– Sell
-1,636
Closed -$103K – 574
2020
Q4 		$103K Buy
+1,636
New +$92.5K 0.01% 535
2018
Q2 		– Sell
-7
Closed – – 293
2018
Q1 		$0 Buy
+7
New +$319 ﹤0.01% 646
2017
Q2 		– Sell
-750
Closed -$26K – 583
2017
Q1 		$26K Buy
+750
New +$25.1K 0.01% 445

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

Perigon Wealth Management's CBRE Position: Q2 2026 in Review

Perigon Wealth Management increased its CBRE Group (CBRE) stake by 2.1% in Q2 2026, buying an estimated $7.99K and bringing the position to 2,829 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #1005.

Perigon Wealth Management first reported a position in CBRE in Q1 2017 and has held it in 12 quarters since. The position peaked at $444K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Perigon Wealth Management held 2,829 shares of CBRE Group worth $381K as of Q2 2026.
  • Perigon Wealth Management bought 58 CBRE Group shares in Q2 2026, an estimated $7.99K.
  • CBRE Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1005 holding.
  • Perigon Wealth Management first reported a position in CBRE Group in Q1 2017 and has held it in 12 quarters since.
  • Perigon Wealth Management's CBRE Group position peaked at $444K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.