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Private Advisory Group’s CBRE Group CBRE Stock Holding History

Private Advisory 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
2025
Q2 		– Sell
-1,797
Closed -$235K – 210
2025
Q1 		$235K Buy
1,797
+127
+8% +$17.3K 0.03% 184
2024
Q4 		$219K Buy
+1,670
New +$219K 0.02% 202
2022
Q1 		– Sell
-8,301
Closed -$901K – 168
2021
Q4 		$901K Buy
+8,301
New +$851K 0.17% 79

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Advisory Group's CBRE Position: Q2 2025 in Review

Private Advisory Group sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 1,797 shares — an estimated $235K sold.

Private Advisory Group first reported a position in CBRE in Q4 2021 and held it in 3 quarters. The position peaked at $901K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Private Advisory Group reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
  • Private Advisory Group sold 1,797 CBRE Group shares in Q2 2025, an estimated $235K.
  • Private Advisory Group first reported a position in CBRE Group in Q4 2021 and held it in 3 quarters.
  • Private Advisory Group's CBRE Group position peaked at $901K in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Private Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.