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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Premier Path Wealth Partners's CBRE Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its CBRE Group (CBRE) stake by 12% in Q2 2026, selling an estimated $61.6K and leaving 3,161 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #296.

Premier Path Wealth Partners first reported a position in CBRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $574K in Q4 2025. 349 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Premier Path Wealth Partners held 3,161 shares of CBRE Group worth $426K as of Q2 2026.
Premier Path Wealth Partners sold 447 CBRE Group shares in Q2 2026, an estimated $61.6K.
CBRE Group made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #296 holding.
Premier Path Wealth Partners first reported a position in CBRE Group in Q2 2024 and has held it in 9 quarters since.
Premier Path Wealth Partners's CBRE Group position peaked at $574K in Q4 2025.
349 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.