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Principia Wealth Advisory’s CBRE Group CBRE Stock Holding History

Principia Wealth Advisory’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 		$1.89K Sell
14
-12
-46% -$1.65K ﹤0.01% 610
2026
Q1 		$3.52K Buy
26
+8
+44% +$1.22K ﹤0.01% 372
2025
Q4 		$2.89K Buy
18
+3
+20% +$472 ﹤0.01% 361
2025
Q3 		$2.36K Buy
15
+2
+15% +$309 ﹤0.01% 402
2025
Q2 		$1.82K Buy
13
+2
+18% +$253 ﹤0.01% 411
2025
Q1 		$1.33K Buy
11
+3
+38% +$408 ﹤0.01% 348
2024
Q4 		$1.05K Buy
+8
New +$1.05K ﹤0.01% 355

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

Principia Wealth Advisory's CBRE Position: Q2 2026 in Review

Principia Wealth Advisory reduced its CBRE Group (CBRE) stake by 46% in Q2 2026, selling an estimated $1.65K and leaving 14 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Principia Wealth Advisory first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.52K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Principia Wealth Advisory held 14 shares of CBRE Group worth $1.89K as of Q2 2026.
  • Principia Wealth Advisory sold 12 CBRE Group shares in Q2 2026, an estimated $1.65K.
  • CBRE Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #610 holding.
  • Principia Wealth Advisory first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's CBRE Group position peaked at $3.52K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.