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Resonant Capital Advisors’s CBRE Group CBRE Stock Holding History

Resonant Capital 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 		– Sell
-1,500
Closed -$203K – 546
2026
Q1 		$203K Buy
1,500
+111
+8% +$16.9K 0.01% 479
2025
Q4 		$223K Buy
1,389
+33
+2% +$5.19K 0.01% 405
2025
Q3 		$214K Buy
+1,356
New +$210K 0.01% 408

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Resonant Capital Advisors's CBRE Position: Q2 2026 in Review

Resonant Capital Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 1,500 shares — an estimated $203K sold.

Resonant Capital Advisors first reported a position in CBRE in Q3 2025 and held it in 3 quarters. The position peaked at $223K in Q4 2025. 545 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Resonant Capital Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 1,500 CBRE Group shares in Q2 2026, an estimated $203K.
  • Resonant Capital Advisors first reported a position in CBRE Group in Q3 2025 and held it in 3 quarters.
  • Resonant Capital Advisors's CBRE Group position peaked at $223K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.