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Physician Wealth Advisors’s CBRE Group CBRE Stock Holding History

Physician Wealth Advisors’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 		$32.5K Sell
241
-120
-33% -$16.5K ﹤0.01% 537
2026
Q1 		$48.9K Hold
361
– – 0.01% 409
2025
Q4 		$58K Sell
361
-43
-11% -$6.76K 0.01% 357
2025
Q3 		$63.7K Buy
404
+60
+17% +$9.28K 0.01% 331
2025
Q2 		$48.2K Sell
344
-113
-25% -$14.3K 0.01% 351
2025
Q1 		$59.8K Hold
457
– – 0.01% 308
2024
Q4 		$60K Buy
+457
New +$59.8K 0.01% 317

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Physician Wealth Advisors's CBRE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its CBRE Group (CBRE) stake by 33% in Q2 2026, selling an estimated $16.5K and leaving 241 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Physician Wealth Advisors first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.7K in Q3 2025. 402 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Physician Wealth Advisors held 241 shares of CBRE Group worth $32.5K as of Q2 2026.
  • Physician Wealth Advisors sold 120 CBRE Group shares in Q2 2026, an estimated $16.5K.
  • CBRE Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #537 holding.
  • Physician Wealth Advisors first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's CBRE Group position peaked at $63.7K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.