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Rialto Wealth Management’s CBRE Group CBRE Stock Holding History

Rialto 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 		$25.1K Buy
186
+11
+6% +$1.51K 0.01% 393
2026
Q1 		$23.7K Buy
175
+148
+548% +$22.5K 0.01% 365
2025
Q4 		$4.34K Buy
27
+5
+23% +$786 ﹤0.01% 534
2025
Q3 		$3.47K Buy
22
+2
+10% +$309 ﹤0.01% 535
2025
Q2 		$2.8K Buy
20
+14
+233% +$1.77K ﹤0.01% 543
2025
Q1 		$785 Buy
+6
New +$815 ﹤0.01% 699

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

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

Rialto Wealth Management increased its CBRE Group (CBRE) stake by 6.3% in Q2 2026, buying an estimated $1.51K and bringing the position to 186 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #393.

Rialto Wealth Management first reported a position in CBRE in Q1 2025 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Rialto Wealth Management held 186 shares of CBRE Group worth $25.1K as of Q2 2026.
  • Rialto Wealth Management bought 11 CBRE Group shares in Q2 2026, an estimated $1.51K.
  • CBRE Group made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #393 holding.
  • Rialto Wealth Management first reported a position in CBRE Group in Q1 2025 and has held it in 6 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.