QFA
CBRE icon

Quantum Financial Advisors’s CBRE Group CBRE Stock Holding History

Quantum Financial Advisors’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
Q1 		– Sell
-1,283
Closed -$206K – 235
2025
Q4 		$206K Buy
1,283
+3
+0.2% +$472 0.02% 215
2025
Q3 		$202K Buy
+1,280
New +$198K 0.02% 198

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quantum Financial Advisors's CBRE Position: Q1 2026 in Review

Quantum Financial Advisors sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,283 shares — an estimated $206K sold.

Quantum Financial Advisors first reported a position in CBRE in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Quantum Financial Advisors reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 1,283 CBRE Group shares in Q1 2026, an estimated $206K.
  • Quantum Financial Advisors first reported a position in CBRE Group in Q3 2025 and held it in 2 quarters.
  • Quantum Financial Advisors's CBRE Group position peaked at $206K in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Quantum Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.