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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
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

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

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

Private Wealth Management Group held its CBRE Group (CBRE) position steady in Q2 2026 at 204 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #310.

Private Wealth Management Group first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.8K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Private Wealth Management Group held 204 shares of CBRE Group worth $27.5K as of Q2 2026.
  • Private Wealth Management Group left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #310 holding.
  • Private Wealth Management Group first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's CBRE Group position peaked at $32.8K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.