Personal CFO Solutions’s CBRE Group CBRE Stock Holding History

Personal CFO Solutions’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	$2.28M	Sell	16,820 -346	-2%	-$52.6K	0.32%	50
2025 Q4	$2.76M	Sell	17,166 -218	-1%	-$34.3K	0.44%	36
2025 Q3	$2.74M	Sell	17,384 -52	-0.3%	-$8.04K	0.48%	33
2025 Q2	$2.44M	Sell	17,436 -110	-0.6%	-$13.9K	0.45%	38
2025 Q1	$2.29M	Sell	17,546 -1,549	-8%	-$210K	0.47%	38
2024 Q4	$2.51M	Buy	19,095 +1,657	+10%	+$217K	0.49%	37
2024 Q3	$2.17M	Buy	17,438 +57	+0.3%	+$6.21K	0.3%	65
2024 Q2	$1.55M	Sell	17,381 -96	-0.5%	-$8.52K	0.24%	79
2024 Q1	$1.7M	Buy	17,477 +19	+0.1%	+$1.71K	0.27%	75
2023 Q4	$1.63M	Buy	+17,458	New	+$1.36M	0.28%	67
2022 Q2	–	Sell	-2,569	Closed	-$235K	–	444
2022 Q1	$235K	Buy	2,569 +146	+6%	+$14.2K	0.05%	397
2021 Q4	$263K	Buy	+2,423	New	+$248K	0.05%	363

Other funds holding CBRE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal CFO Solutions's CBRE Position: Q1 2026 in Review

Personal CFO Solutions reduced its CBRE Group (CBRE) stake by 2% in Q1 2026, selling an estimated $52.6K and leaving 16,820 shares worth $2.28M. The position accounts for 0.32% of the portfolio, ranked #50.

Personal CFO Solutions first reported a position in CBRE in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.76M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Personal CFO Solutions held 16,820 shares of CBRE Group worth $2.28M as of Q1 2026.
Personal CFO Solutions sold 346 CBRE Group shares in Q1 2026, an estimated $52.6K.
CBRE Group made up 0.32% of Personal CFO Solutions's portfolio in Q1 2026, its #50 holding.
Personal CFO Solutions first reported a position in CBRE Group in Q4 2021 and has held it in 12 quarters since.
Personal CFO Solutions's CBRE Group position peaked at $2.76M in Q4 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.