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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's CBRE Position: Q1 2026 in Review

Perigon Wealth Management increased its CBRE Group (CBRE) stake by 0.4% in Q1 2026, buying an estimated $1.67K and bringing the position to 2,771 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #934.

Perigon Wealth Management first reported a position in CBRE in Q1 2017 and has held it in 11 quarters since. The position peaked at $444K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Perigon Wealth Management held 2,771 shares of CBRE Group worth $375K as of Q1 2026.
  • Perigon Wealth Management bought 11 CBRE Group shares in Q1 2026, an estimated $1.67K.
  • CBRE Group made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #934 holding.
  • Perigon Wealth Management first reported a position in CBRE Group in Q1 2017 and has held it in 11 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 Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.