Perigon Wealth Management
CBRE icon

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
Q3 		$427K Buy
3,320
+491
+17% +$70.4K 0.01% 976
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Perigon Wealth Management's CBRE Position: Q3 2026 in Review

Perigon Wealth Management increased its CBRE Group (CBRE) stake by 17% in Q3 2026, buying an estimated $70.4K and bringing the position to 3,320 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #976.

Perigon Wealth Management first reported a position in CBRE in Q1 2017 and has held it in 13 quarters since. The position peaked at $444K in Q4 2025. 204 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Perigon Wealth Management held 3,320 shares of CBRE Group worth $427K as of Q3 2026.
  • Perigon Wealth Management bought 491 CBRE Group shares in Q3 2026, an estimated $70.4K.
  • CBRE Group made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #976 holding.
  • Perigon Wealth Management first reported a position in CBRE Group in Q1 2017 and has held it in 13 quarters since.
  • Perigon Wealth Management's CBRE Group position peaked at $444K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.