RWM
CBRE icon

Raffa Wealth Management’s CBRE Group CBRE Stock Holding History

Raffa Wealth Management’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 		$11.2K Buy
83
+6
+8% +$827 ﹤0.01% 405
2026
Q1 		$10.4K Buy
77
+3
+4% +$456 ﹤0.01% 383
2025
Q4 		$11.9K Hold
74
– – ﹤0.01% 351
2025
Q3 		$11.7K Sell
74
-127
-63% -$19.6K ﹤0.01% 334
2025
Q2 		$28.2K Buy
201
+137
+214% +$17.3K 0.01% 222
2025
Q1 		$8.37K Hold
64
– – ﹤0.01% 344
2024
Q4 		$8.4K Hold
64
– – ﹤0.01% 361
2024
Q3 		$7.97K Sell
64
-374
-85% -$40.8K ﹤0.01% 344
2024
Q2 		$39K Hold
438
– – 0.01% 218
2024
Q1 		$42.6K Buy
438
+374
+584% +$33.6K 0.01% 205
2023
Q4 		$5.96K Hold
64
– – ﹤0.01% 371
2023
Q3 		$4.73K Hold
64
– – ﹤0.01% 388
2023
Q2 		$5.17K Hold
64
– – ﹤0.01% 388
2023
Q1 		$4.66K Hold
64
– – ﹤0.01% 422
2022
Q4 		$4.92K Sell
64
-10
-14% -$739 ﹤0.01% 388
2022
Q3 		$5K Buy
74
+10
+16% +$793 ﹤0.01% 389
2022
Q2 		$4.71K Hold
64
– – ﹤0.01% 404
2022
Q1 		$5.86K Hold
64
– – ﹤0.01% 378
2021
Q4 		$6.95K Hold
64
– – ﹤0.01% 361
2021
Q3 		$6.23K Hold
64
– – ﹤0.01% 335
2021
Q2 		$5.49K Sell
64
-5
-7% -$427 ﹤0.01% 361
2021
Q1 		$5.46K Buy
69
+14
+25% +$990 ﹤0.01% 386
2020
Q4 		$3.45K Buy
55
+20
+57% +$1.13K ﹤0.01% 431
2020
Q3 		$1.64K Hold
35
– – ﹤0.01% 537
2020
Q2 		$1.58K Buy
35
+5
+17% +$216 ﹤0.01% 530
2020
Q1 		$1.13K Buy
30
+8
+36% +$442 ﹤0.01% 554
2019
Q4 		$1.35K Hold
22
– – ﹤0.01% 508
2019
Q3 		$1.17K Buy
+22
New +$1.16K ﹤0.01% 536
2019
Q2 		– Sell
-22
Closed -$1.09K – 842
2019
Q1 		$1.09K Buy
+22
New +$1.03K ﹤0.01% 533

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Raffa Wealth Management's CBRE Position: Q2 2026 in Review

Raffa Wealth Management increased its CBRE Group (CBRE) stake by 7.8% in Q2 2026, buying an estimated $827 and bringing the position to 83 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Raffa Wealth Management first reported a position in CBRE in Q1 2019 and has held it in 29 quarters since. The position peaked at $42.6K in Q1 2024. 1,018 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Raffa Wealth Management held 83 shares of CBRE Group worth $11.2K as of Q2 2026.
  • Raffa Wealth Management bought 6 CBRE Group shares in Q2 2026, an estimated $827.
  • CBRE Group made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Raffa Wealth Management first reported a position in CBRE Group in Q1 2019 and has held it in 29 quarters since.
  • Raffa Wealth Management's CBRE Group position peaked at $42.6K in Q1 2024.
  • 1,018 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.