Quotient Wealth Partners
CBRE icon

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
Q3 		$206K Buy
1,607
+40
+3% +$5.73K ﹤0.01% 423
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Quotient Wealth Partners's CBRE Position: Q3 2026 in Review

Quotient Wealth Partners increased its CBRE Group (CBRE) stake by 2.6% in Q3 2026, buying an estimated $5.73K and bringing the position to 1,607 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Quotient Wealth Partners first reported a position in CBRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $244K in Q4 2025. 883 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Quotient Wealth Partners held 1,607 shares of CBRE Group worth $206K as of Q3 2026.
  • Quotient Wealth Partners bought 40 CBRE Group shares in Q3 2026, an estimated $5.73K.
  • CBRE Group made up ﹤0.01% of Quotient Wealth Partners's portfolio in Q3 2026, its #423 holding.
  • Quotient Wealth Partners first reported a position in CBRE Group in Q2 2025 and has held it in 5 quarters since.
  • Quotient Wealth Partners's CBRE Group position peaked at $244K in Q4 2025.
  • 883 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.