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Prospera Financial Services’s CBRE Group CBRE Stock Holding History

Prospera Financial Services’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 		$1M Sell
7,450
-273
-4% -$37.6K 0.01% 765
2026
Q1 		$1.05M Buy
7,723
+5,811
+304% +$883K 0.02% 692
2025
Q4 		$307K Buy
1,912
+50
+3% +$7.86K 0.01% 1137
2025
Q3 		$293K Sell
1,862
-33
-2% -$5.11K 0.01% 1145
2025
Q2 		$266K Sell
1,895
-13
-0.7% -$1.64K ﹤0.01% 1153
2025
Q1 		$250K Buy
1,908
+77
+4% +$10.5K 0.01% 1054
2024
Q4 		$240K Buy
+1,831
New +$240K 0.01% 1010
2022
Q3 		– Sell
-85
Closed -$6K – 947
2022
Q2 		$6K Sell
85
-7
-8% -$563 ﹤0.01% 1429
2022
Q1 		$8K Buy
+92
New +$8.96K ﹤0.01% 2110
2019
Q1 		– Sell
-5,100
Closed -$201K – 341
2018
Q4 		$201K Buy
+5,100
New +$211K 0.04% 367

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

Prospera Financial Services's CBRE Position: Q2 2026 in Review

Prospera Financial Services reduced its CBRE Group (CBRE) stake by 3.5% in Q2 2026, selling an estimated $37.6K and leaving 7,450 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #765.

Prospera Financial Services first reported a position in CBRE in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Prospera Financial Services held 7,450 shares of CBRE Group worth $1M as of Q2 2026.
  • Prospera Financial Services sold 273 CBRE Group shares in Q2 2026, an estimated $37.6K.
  • CBRE Group made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #765 holding.
  • Prospera Financial Services first reported a position in CBRE Group in Q4 2018 and has held it in 10 quarters since.
  • Prospera Financial Services's CBRE Group position peaked at $1.05M in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.