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Rise Advisors’s CBRE Group CBRE Stock Holding History

Rise 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
Q4 		– Sell
-193
Closed -$30.4K – 316
2025
Q3 		$30.4K Buy
193
+9
+5% +$1.39K 0.01% 373
2025
Q2 		$25.8K Sell
184
-7
-4% -$885 0.01% 406
2025
Q1 		$25K Sell
191
-14
-7% -$1.9K 0.01% 399
2024
Q4 		$26.9K Hold
205
– – 0.01% 448
2024
Q3 		$25.5K Hold
205
– – 0.01% 510
2024
Q2 		$18.3K Hold
205
– – 0.01% 690
2024
Q1 		$19.9K Buy
+205
New +$18.4K 0.01% 654

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Rise Advisors's CBRE Position: Q4 2025 in Review

Rise Advisors sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 193 shares — an estimated $30.4K sold.

Rise Advisors first reported a position in CBRE in Q1 2024 and held it in 7 quarters. The position peaked at $30.4K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Rise Advisors reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 193 CBRE Group shares in Q4 2025, an estimated $30.4K.
  • Rise Advisors first reported a position in CBRE Group in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's CBRE Group position peaked at $30.4K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.