RA
CBRE icon

Rational Advisors’s CBRE Group CBRE Stock Holding History

Rational 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
Q2 		$956K Buy
+7,100
New +$978K 0.09% 94
2023
Q4 		– Sell
-82
Closed -$6.62K – 218
2023
Q3 		$6.62K Hold
82
– – ﹤0.01% 249
2023
Q2 		$6.62K Hold
82
– – ﹤0.01% 239
2023
Q1 		$5.97K Hold
82
– – ﹤0.01% 238
2022
Q4 		$6.31K Hold
82
– – ﹤0.01% 215
2022
Q3 		$6K Hold
82
– – ﹤0.01% 219
2022
Q2 		$6K Sell
82
-22,998
-100% -$1.85M ﹤0.01% 220
2022
Q1 		$2.11M Buy
+23,080
New +$2.25M 0.13% 56
2021
Q1 		– Sell
-18,500
Closed -$1.16M – 184
2020
Q4 		$1.16M Buy
18,500
+18,477
+80,335% +$1.04M 0.31% 81
2020
Q3 		$1K Sell
23
-187
-89% -$8.53K ﹤0.01% 511
2020
Q2 		$10K Buy
+210
New +$9.06K 0.01% 359
2020
Q1 		– Sell
-5,834
Closed -$358K – 218
2019
Q4 		$358K Buy
5,834
+5,010
+608% +$277K 0.17% 142
2019
Q3 		$44K Buy
824
+533
+183% +$28K 0.02% 375
2019
Q2 		$15K Sell
291
-349
-55% -$17.3K 0.01% 466
2019
Q1 		$32K Buy
640
+497
+348% +$23.3K 0.01% 353
2018
Q4 		$6K Sell
143
-743
-84% -$30.7K ﹤0.01% 415
2018
Q3 		$39K Sell
886
-20,384
-96% -$972K 0.01% 310
2018
Q2 		$1.01M Buy
21,270
+2,714
+15% +$128K 0.48% 79
2018
Q1 		$876K Buy
18,556
+1,984
+12% +$90.4K 0.41% 92
2017
Q4 		$718K Buy
+16,572
New +$687K 0.37% 112
2015
Q3 		$86K Hold
2,678
– – 0.03% 225
2015
Q2 		$99K Sell
2,678
-319
-11% -$12.1K 0.03% 218
2015
Q1 		$116K Sell
2,997
-403
-12% -$13.9K 0.03% 219
2014
Q4 		$116K Buy
+3,400
New +$109K 0.02% 255
2013
Q4 		$108K Sell
4,115
-221
-5% -$5.26K 0.01% 601
2013
Q3 		$100K Buy
4,336
+200
+5% +$4.63K 0.01% 651
2013
Q2 		$97K Buy
+4,136
New +$98.4K 0.01% 656

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

Rational Advisors's CBRE Position: Q2 2026 in Review

Rational Advisors opened a new position in CBRE Group (CBRE) in Q2 2026: 7,100 shares worth $956K. The stake represents 0.09% of the portfolio and ranks #94 among its holdings. This is a return to the name: Rational Advisors previously reported a position in CBRE as recently as Q3 2023.

Rational Advisors first reported a position in CBRE in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.11M in Q1 2022. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Rational Advisors held 7,100 shares of CBRE Group worth $956K as of Q2 2026.
  • CBRE Group was a new Rational Advisors position in Q2 2026.
  • CBRE Group made up 0.09% of Rational Advisors's portfolio in Q2 2026, its #94 holding.
  • Rational Advisors first reported a position in CBRE Group in Q2 2013 and has held it in 27 quarters since.
  • Rational Advisors's CBRE Group position peaked at $2.11M in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.