Premier Path Wealth Partners’s CBRE Group CBRE Stock Holding History

Premier Path Wealth Partners’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	$365K	Sell	2,839 -322	-10%	-$46.1K	0.04%	300
2026 Q2	$426K	Sell	3,161 -447	-12%	-$61.6K	0.05%	296
2026 Q1	$489K	Buy	3,608 +37	+1%	+$5.62K	0.06%	278
2025 Q4	$574K	Buy	3,571 +188	+6%	+$29.6K	0.07%	237
2025 Q3	$533K	Buy	3,383 +146	+5%	+$22.6K	0.07%	257
2025 Q2	$454K	Buy	3,237 +465	+17%	+$58.8K	0.06%	265
2025 Q1	$363K	Sell	2,772 -14	-0.5%	-$1.9K	0.06%	276
2024 Q4	$366K	Buy	2,786 +169	+6%	+$22.1K	0.06%	269
2024 Q3	$326K	Buy	2,617 +362	+16%	+$39.5K	0.05%	286
2024 Q2	$201K	Buy	+2,255	New	+$200K	0.03%	361

Other funds holding CBRE

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Premier Path Wealth Partners's CBRE Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its CBRE Group (CBRE) stake by 10% in Q3 2026, selling an estimated $46.1K and leaving 2,839 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #300.

Premier Path Wealth Partners first reported a position in CBRE in Q2 2024 and has held it in 10 quarters since. The position peaked at $574K in Q4 2025. 572 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

Premier Path Wealth Partners held 2,839 shares of CBRE Group worth $365K as of Q3 2026.
Premier Path Wealth Partners sold 322 CBRE Group shares in Q3 2026, an estimated $46.1K.
CBRE Group made up 0.04% of Premier Path Wealth Partners's portfolio in Q3 2026, its #300 holding.
Premier Path Wealth Partners first reported a position in CBRE Group in Q2 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's CBRE Group position peaked at $574K in Q4 2025.
572 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.