RMG Wealth Management’s CBRE Group CBRE Stock Holding History

RMG 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 Q1	$4.38K	Buy	30 +17	+131%	+$2.58K	﹤0.01%	394
2025 Q4	$2.22K	Buy	+13	New	+$2.04K	﹤0.01%	354

Other funds holding CBRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RMG Wealth Management's CBRE Position: Q1 2026 in Review

RMG Wealth Management increased its CBRE Group (CBRE) stake by 131% in Q1 2026, buying an estimated $2.58K and bringing the position to 30 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

RMG Wealth Management first reported a position in CBRE in Q4 2025 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

RMG Wealth Management held 30 shares of CBRE Group worth $4.38K as of Q1 2026.
RMG Wealth Management bought 17 CBRE Group shares in Q1 2026, an estimated $2.58K.
CBRE Group made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #394 holding.
RMG Wealth Management first reported a position in CBRE Group in Q4 2025 and has held it in 2 quarters since.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.