PWMG
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Prestige Wealth Management Group’s CBRE Group CBRE Stock Holding History

Prestige Wealth Management Group’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 		$312K Sell
2,320
-1,516
-40% -$209K 0.06% 137
2026
Q1 		$520K Buy
3,836
+3,801
+10,860% +$578K 0.1% 100
2025
Q4 		$5.63K Sell
35
-4,176
-99% -$657K ﹤0.01% 546
2025
Q3 		$663K Buy
4,211
+93
+2% +$14.4K 0.13% 86
2025
Q2 		$577K Sell
4,118
-122
-3% -$15.4K 0.12% 95
2025
Q1 		$555K Buy
4,240
+88
+2% +$12K 0.12% 87
2024
Q4 		$545K Buy
4,152
+323
+8% +$42.3K 0.11% 92
2024
Q3 		$477K Buy
3,829
+3,807
+17,305% +$415K 0.1% 102
2024
Q2 		$1.96K Sell
22
-3,655
-99% -$324K ﹤0.01% 721
2024
Q1 		$358K Buy
3,677
+3,655
+16,614% +$328K 0.08% 114
2023
Q4 		$2.05K Hold
22
– – ﹤0.01% 733
2023
Q3 		$1.63K Hold
22
– – ﹤0.01% 780
2023
Q2 		$1.78K Hold
22
– – ﹤0.01% 786
2023
Q1 		$1.6K Hold
22
– – ﹤0.01% 790
2022
Q4 		$1.69K Hold
22
– – ﹤0.01% 866
2022
Q3 		$1K Hold
22
– – ﹤0.01% 815
2022
Q2 		$2K Hold
22
– – ﹤0.01% 732
2022
Q1 		$2K Hold
22
– – ﹤0.01% 750
2021
Q4 		$2K Hold
22
– – ﹤0.01% 772
2021
Q3 		$2K Hold
22
– – ﹤0.01% 777
2021
Q2 		$2K Hold
22
– – ﹤0.01% 774
2021
Q1 		$2K Hold
22
– – ﹤0.01% 766
2020
Q4 		$1K Buy
22
+5
+29% +$283 ﹤0.01% 826
2020
Q3 		$1K Hold
17
– – ﹤0.01% 744
2020
Q2 		$1K Hold
17
– – ﹤0.01% 744
2020
Q1 		$1K Buy
+17
New +$939 ﹤0.01% 721
2019
Q1 		– Sell
-22
Closed -$1K – 593
2018
Q4 		$1K Buy
+22
New +$910 ﹤0.01% 966

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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

Prestige Wealth Management Group's CBRE Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its CBRE Group (CBRE) stake by 40% in Q2 2026, selling an estimated $209K and leaving 2,320 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #137.

Prestige Wealth Management Group first reported a position in CBRE in Q4 2018 and has held it in 27 quarters since. The position peaked at $663K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Prestige Wealth Management Group held 2,320 shares of CBRE Group worth $312K as of Q2 2026.
  • Prestige Wealth Management Group sold 1,516 CBRE Group shares in Q2 2026, an estimated $209K.
  • CBRE Group made up 0.06% of Prestige Wealth Management Group's portfolio in Q2 2026, its #137 holding.
  • Prestige Wealth Management Group first reported a position in CBRE Group in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's CBRE Group position peaked at $663K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.