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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
Q2 		$211K Buy
+1,567
New +$216K 0.01% 385
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 $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

Quotient Wealth Partners's CBRE Position: Q2 2026 in Review

Quotient Wealth Partners opened a new position in CBRE Group (CBRE) in Q2 2026: 1,567 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Quotient Wealth Partners previously reported a position in CBRE as recently as Q4 2025.

Quotient Wealth Partners first reported a position in CBRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $244K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Quotient Wealth Partners held 1,567 shares of CBRE Group worth $211K as of Q2 2026.
  • CBRE Group was a new Quotient Wealth Partners position in Q2 2026.
  • CBRE Group made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #385 holding.
  • Quotient Wealth Partners first reported a position in CBRE Group in Q2 2025 and has held it in 4 quarters since.
  • 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 Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.