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Prosperity Planning’s CBRE Group CBRE Stock Holding History

Prosperity Planning’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 		$5.19M Buy
38,501
+2,072
+6% +$285K 1.19% 21
2026
Q1 		$4.93M Buy
36,429
+5,230
+17% +$795K 1.25% 22
2025
Q4 		$5.02M Sell
31,199
-12,363
-28% -$1.94M 1.31% 22
2025
Q3 		$6.86M Hold
43,562
– – 1.85% 17
2025
Q2 		$6.1M Buy
43,562
+2,455
+6% +$310K 1.76% 16
2025
Q1 		$5.38M Hold
41,107
– – 1.68% 17
2024
Q4 		$5.4M Hold
41,107
– – 1.73% 15
2024
Q3 		$5.12M Hold
41,107
– – 1.62% 16
2024
Q2 		$3.66M Buy
41,107
+2,919
+8% +$259K 1.25% 18
2024
Q1 		$3.71M Hold
38,188
– – 1.29% 19
2023
Q4 		$3.55M Hold
38,188
– – 1.33% 20
2023
Q3 		$2.82M Hold
38,188
– – 1.18% 22
2023
Q2 		$3.08M Buy
38,188
+2,784
+8% +$208K 1.27% 21
2023
Q1 		$2.58M Buy
+35,404
New +$2.89M 1.12% 26
2022
Q4 		– Sell
-35,404
Closed -$2.39M – 77
2022
Q3 		$2.39M Buy
35,404
+20,097
+131% +$1.59M 1.25% 25
2022
Q2 		$2.61M Hold
15,307
– – 1.33% 21
2022
Q1 		$2.84M Hold
15,307
– – 1.39% 22
2021
Q4 		$1.66M Hold
15,307
– – 0.84% 29
2021
Q3 		$1.49M Hold
15,307
– – 0.81% 30
2021
Q2 		$1.31M Hold
15,307
– – 0.81% 30
2021
Q1 		$1.21M Hold
15,307
– – 0.86% 29
2020
Q4 		$960K Buy
+15,307
New +$865K 0.81% 31

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Prosperity Planning's CBRE Position: Q2 2026 in Review

Prosperity Planning increased its CBRE Group (CBRE) stake by 5.7% in Q2 2026, buying an estimated $285K and bringing the position to 38,501 shares worth $5.19M. The position accounts for 1.19% of the portfolio, ranked #21.

Prosperity Planning first reported a position in CBRE in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.86M in Q3 2025. 118 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Prosperity Planning held 38,501 shares of CBRE Group worth $5.19M as of Q2 2026.
  • Prosperity Planning bought 2,072 CBRE Group shares in Q2 2026, an estimated $285K.
  • CBRE Group made up 1.19% of Prosperity Planning's portfolio in Q2 2026, its #21 holding.
  • Prosperity Planning first reported a position in CBRE Group in Q4 2020 and has held it in 22 quarters since.
  • Prosperity Planning's CBRE Group position peaked at $6.86M in Q3 2025.
  • 118 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.