Portus Wealth Advisors’s CBRE Group CBRE Stock Holding History

Portus 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	–	Sell	-10	Closed	-$1.35K	–	121
2026 Q1	$1.35K	Buy	+10	New	+$1.52K	﹤0.01%	343

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Portus Wealth Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 10 shares — an estimated $1.35K sold.

Portus Wealth Advisors first reported a position in CBRE in Q1 2026 and held it in 1 quarter. The position peaked at $1.35K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Portus Wealth Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 CBRE Group shares in Q2 2026, an estimated $1.35K.
Portus Wealth Advisors first reported a position in CBRE Group in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's CBRE Group position peaked at $1.35K in Q1 2026.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.