Planning Strategies’s CBRE Group CBRE Stock Holding History

Planning Strategies’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	$1.28K	Buy	10 +3	+43%	+$430	﹤0.01%	741
2026 Q2	$943	Buy	+7	New	+$964	﹤0.01%	753

Other funds holding CBRE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Planning Strategies's CBRE Position: Q3 2026 in Review

Planning Strategies increased its CBRE Group (CBRE) stake by 43% in Q3 2026, buying an estimated $430 and bringing the position to 10 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Planning Strategies first reported a position in CBRE in Q2 2026 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

Planning Strategies held 10 shares of CBRE Group worth $1.28K as of Q3 2026.
Planning Strategies bought 3 CBRE Group shares in Q3 2026, an estimated $430.
CBRE Group made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #741 holding.
Planning Strategies first reported a position in CBRE Group in Q2 2026 and has held it in 2 quarters since.
883 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.