Private Wealth Management Group’s CBRE Group CBRE Stock Holding History

Private 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 Q3	$26.2K	Hold	204	–	–	0.01%	350
2026 Q2	$27.5K	Hold	204	–	–	0.01%	310
2026 Q1	$27.6K	Hold	204	–	–	0.01%	269
2025 Q4	$32.8K	Hold	204	–	–	0.01%	240
2025 Q3	$32.1K	Hold	204	–	–	0.01%	244
2025 Q2	$28.6K	Buy	204 +3	+1%	+$379	0.01%	237
2025 Q1	$26.3K	Hold	201	–	–	0.01%	250
2024 Q4	$26.4K	Sell	201 -46	-19%	-$6.02K	0.01%	250
2024 Q3	$30.7K	Buy	247 +2	+0.8%	+$218	0.01%	219
2024 Q2	$21.8K	Buy	245 +89	+57%	+$7.9K	0.01%	264
2024 Q1	$15.2K	Hold	156	–	–	0.01%	324
2023 Q4	$14.5K	Buy	+156	New	+$12.1K	0.01%	324

Other funds holding CBRE

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Private Wealth Management Group's CBRE Position: Q3 2026 in Review

Private Wealth Management Group held its CBRE Group (CBRE) position steady in Q3 2026 at 204 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #350.

Private Wealth Management Group first reported a position in CBRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $32.8K in Q4 2025. 483 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

Private Wealth Management Group held 204 shares of CBRE Group worth $26.2K as of Q3 2026.
Private Wealth Management Group left its CBRE Group share count unchanged in Q3 2026.
CBRE Group made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #350 holding.
Private Wealth Management Group first reported a position in CBRE Group in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's CBRE Group position peaked at $32.8K in Q4 2025.
483 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.