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Realta Investment Advisors’s CBRE Group CBRE Stock Holding History

Realta Investment 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
2025
Q1 		– Sell
-4,324
Closed -$569K – 325
2024
Q4 		$569K Buy
+4,324
New +$566K 0.23% 90
2020
Q1 		– Sell
-86
Closed -$5K – 453
2019
Q4 		$5K Hold
86
– – ﹤0.01% 1324
2019
Q3 		$5K Hold
86
– – ﹤0.01% 1304
2019
Q2 		$4K Buy
+86
New +$4.27K ﹤0.01% 1408

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Realta Investment Advisors's CBRE Position: Q1 2025 in Review

Realta Investment Advisors sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 4,324 shares — an estimated $569K sold.

Realta Investment Advisors first reported a position in CBRE in Q2 2019 and held it in 4 quarters. The position peaked at $569K in Q4 2024. 989 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Realta Investment Advisors reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 4,324 CBRE Group shares in Q1 2025, an estimated $569K.
  • Realta Investment Advisors first reported a position in CBRE Group in Q2 2019 and held it in 4 quarters.
  • Realta Investment Advisors's CBRE Group position peaked at $569K in Q4 2024.
  • 989 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.