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Plato Investment Management’s CBRE Group CBRE Stock Holding History

Plato Investment 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
Q2 		$2.21M Hold
16,498
– – 0.13% 169
2026
Q1 		$2.24M Sell
16,498
-39
-0.2% -$5.93K 0.15% 144
2025
Q4 		$2.67M Hold
16,537
– – 0.17% 125
2025
Q3 		$2.59M Hold
16,537
– – 0.18% 120
2025
Q2 		$2.31M Buy
16,537
+14
+0.1% +$1.77K 0.17% 132
2025
Q1 		$2.18M Sell
16,523
-3,276
-17% -$445K 0.18% 132
2024
Q4 		$2.61M Sell
19,799
-5,549
-22% -$727K 0.19% 118
2024
Q3 		$3.15M Buy
25,348
+7,132
+39% +$778K 0.26% 96
2024
Q2 		$1.62M Buy
18,216
+3,756
+26% +$333K 0.15% 148
2024
Q1 		$1.41M Buy
14,460
+13,417
+1,286% +$1.2M 0.15% 165
2023
Q4 		$97.1K Buy
+1,043
New +$81.1K 0.12% 159

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plato Investment Management's CBRE Position: Q2 2026 in Review

Plato Investment Management held its CBRE Group (CBRE) position steady in Q2 2026 at 16,498 shares worth $2.21M. The position accounts for 0.13% of the portfolio, ranked #169.

Plato Investment Management first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.15M in Q3 2024. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Plato Investment Management held 16,498 shares of CBRE Group worth $2.21M as of Q2 2026.
  • Plato Investment Management left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.13% of Plato Investment Management's portfolio in Q2 2026, its #169 holding.
  • Plato Investment Management first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's CBRE Group position peaked at $3.15M in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.