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Quotient Wealth Partners’s CBRE Group CBRE Stock Holding History

Quotient Wealth Partners’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
-1,518
Closed -$244K – 379
2025
Q4 		$244K Buy
1,518
+1
+0.1% +$157 0.01% 308
2025
Q3 		$239K Buy
1,517
+78
+5% +$12.1K 0.01% 319
2025
Q2 		$202K Buy
+1,439
New +$182K 0.01% 337

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quotient Wealth Partners's CBRE Position: Q1 2026 in Review

Quotient Wealth Partners sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,518 shares — an estimated $244K sold.

Quotient Wealth Partners first reported a position in CBRE in Q2 2025 and held it in 3 quarters. The position peaked at $244K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Quotient Wealth Partners reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,518 CBRE Group shares in Q1 2026, an estimated $244K.
  • Quotient Wealth Partners first reported a position in CBRE Group in Q2 2025 and held it in 3 quarters.
  • Quotient Wealth Partners's CBRE Group position peaked at $244K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.