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Plante Moran Financial Advisors’s CBRE Group CBRE Stock Holding History

Plante Moran Financial 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 		$3.1K Buy
23
+1
+5% +$138 ﹤0.01% 691
2026
Q1 		$2.98K Hold
22
– – ﹤0.01% 606
2025
Q4 		$3.54K Hold
22
– – ﹤0.01% 680
2025
Q3 		$3.47K Buy
+22
New +$3.4K ﹤0.01% 639
2024
Q4 		– Sell
-903
Closed -$112K – 921
2024
Q3 		$112K Buy
+903
New +$98.5K 0.01% 264
2023
Q1 		– Sell
-114
Closed -$8.77K – 806
2022
Q4 		$8.77K Buy
114
+3
+3% +$222 ﹤0.01% 598
2022
Q3 		$7K Buy
+111
New +$8.8K ﹤0.01% 635
2022
Q2 		– Sell
-26
Closed -$2K – 982
2022
Q1 		$2K Sell
26
-427
-94% -$41.6K ﹤0.01% 734
2021
Q4 		$49K Buy
453
+427
+1,642% +$43.8K 0.01% 368
2021
Q3 		$3K Hold
26
– – ﹤0.01% 825
2021
Q2 		$2K Hold
26
– – ﹤0.01% 872
2021
Q1 		$2K Sell
26
-495
-95% -$35K ﹤0.01% 900
2020
Q4 		$33K Buy
521
+26
+5% +$1.47K 0.01% 426
2020
Q3 		$23K Hold
495
– – 0.01% 466
2020
Q2 		$22K Buy
+495
New +$21.3K 0.01% 409
2019
Q4 		– Sell
-50
Closed -$3K – 763
2019
Q3 		$3K Buy
+50
New +$2.63K ﹤0.01% 731
2019
Q1 		– Sell
-57
Closed -$2K – 790
2018
Q4 		$2K Buy
+57
New +$2.36K ﹤0.01% 692
2018
Q2 		– Sell
-208
Closed -$10K – 832
2018
Q1 		$10K Sell
208
-30
-13% -$1.37K 0.01% 599
2017
Q4 		$10K Hold
238
– – 0.01% 587
2017
Q3 		$9K Buy
+238
New +$8.76K 0.01% 550
2017
Q2 		– Sell
-885
Closed -$31K – 841
2017
Q1 		$31K Sell
885
-378
-30% -$12.6K 0.02% 398
2016
Q4 		$40K Buy
+1,263
New +$36.6K 0.02% 364

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Plante Moran Financial Advisors's CBRE Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its CBRE Group (CBRE) stake by 4.5% in Q2 2026, buying an estimated $138 and bringing the position to 23 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Plante Moran Financial Advisors first reported a position in CBRE in Q4 2016 and has held it in 22 quarters since. The position peaked at $112K in Q3 2024. 546 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Plante Moran Financial Advisors held 23 shares of CBRE Group worth $3.1K as of Q2 2026.
  • Plante Moran Financial Advisors bought 1 CBRE Group share in Q2 2026, an estimated $138.
  • CBRE Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #691 holding.
  • Plante Moran Financial Advisors first reported a position in CBRE Group in Q4 2016 and has held it in 22 quarters since.
  • Plante Moran Financial Advisors's CBRE Group position peaked at $112K in Q3 2024.
  • 546 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.