RMG Wealth Management
CBRE icon

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
Q3 		$1.7K Hold
13
– – ﹤0.01% 431
2026
Q2 		$1.92K Sell
13
-17
-57% -$2.34K ﹤0.01% 446
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

RMG Wealth Management's CBRE Position: Q3 2026 in Review

RMG Wealth Management held its CBRE Group (CBRE) position steady in Q3 2026 at 13 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

RMG Wealth Management first reported a position in CBRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.38K in Q1 2026. 635 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • RMG Wealth Management held 13 shares of CBRE Group worth $1.7K as of Q3 2026.
  • RMG Wealth Management left its CBRE Group share count unchanged in Q3 2026.
  • CBRE Group made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #431 holding.
  • RMG Wealth Management first reported a position in CBRE Group in Q4 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's CBRE Group position peaked at $4.38K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.