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Ritholtz Wealth Management’s CBRE Group CBRE Stock Holding History

Ritholtz 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 		$1.26M Sell
9,386
-2,763
-23% -$381K 0.02% 551
2026
Q1 		$1.65M Sell
12,149
-12,585
-51% -$1.91M 0.03% 423
2025
Q4 		$3.98M Sell
24,734
-1,476
-6% -$232K 0.07% 192
2025
Q3 		$4.13M Buy
26,210
+10,166
+63% +$1.57M 0.08% 163
2025
Q2 		$2.25M Buy
16,044
+3,020
+23% +$382K 0.05% 265
2025
Q1 		$1.7M Buy
13,024
+5,345
+70% +$726K 0.05% 280
2024
Q4 		$1.01M Buy
+7,679
New +$1.01M 0.03% 362

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

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

Ritholtz Wealth Management reduced its CBRE Group (CBRE) stake by 23% in Q2 2026, selling an estimated $381K and leaving 9,386 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #551.

Ritholtz Wealth Management first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.13M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Ritholtz Wealth Management held 9,386 shares of CBRE Group worth $1.26M as of Q2 2026.
  • Ritholtz Wealth Management sold 2,763 CBRE Group shares in Q2 2026, an estimated $381K.
  • CBRE Group made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #551 holding.
  • Ritholtz Wealth Management first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's CBRE Group position peaked at $4.13M in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.