Robertson Opportunity Capital’s CBRE Group CBRE Stock Holding History

Robertson Opportunity Capital’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	$9.29M	Hold	69,000	–	–	3.61%	10
2026 Q1	$9.35M	Buy	69,000 +23,300	+51%	+$3.54M	3.6%	12
2025 Q4	$7.35M	Hold	45,700	–	–	2.67%	15
2025 Q3	$7.2M	Hold	45,700	–	–	2.47%	17
2025 Q2	$6.4M	Hold	45,700	–	–	2.38%	17
2025 Q1	$5.98M	Hold	45,700	–	–	2.27%	15
2024 Q4	$6M	Sell	45,700 -18,000	-28%	-$2.36M	2.2%	16
2024 Q3	$7.93M	Hold	63,700	–	–	3.06%	14
2024 Q2	$5.68M	Hold	63,700	–	–	2.52%	15
2024 Q1	$6.19M	Sell	63,700 -19,400	-23%	-$1.74M	2.79%	14
2023 Q4	$7.74M	Hold	83,100	–	–	3.39%	13
2023 Q3	$6.14M	Hold	83,100	–	–	2.9%	13
2023 Q2	$6.71M	Sell	83,100 -10,800	-12%	-$809K	3.24%	12
2023 Q1	$6.84M	Hold	93,900	–	–	3.58%	12
2022 Q4	$7.23M	Buy	93,900 +10,800	+13%	+$798K	4.22%	11
2022 Q3	$5.61M	Hold	83,100	–	–	3.45%	11
2022 Q2	$6.12M	Hold	83,100	–	–	3.71%	12
2022 Q1	$7.61M	Hold	83,100	–	–	3.72%	13
2021 Q4	$9.02M	Hold	83,100	–	–	4.13%	10
2021 Q3	$8.09M	Sell	83,100 -28,600	-26%	-$2.66M	3.76%	10
2021 Q2	$9.58M	Sell	111,700 -12,900	-10%	-$1.1M	4.38%	9
2021 Q1	$9.86M	Hold	124,600	–	–	4.19%	9
2020 Q4	$7.82M	Sell	124,600 -5,400	-4%	-$305K	3.15%	13
2020 Q3	$6.11M	Buy	130,000 +43,932	+51%	+$2M	2.82%	14
2020 Q2	$3.89M	Buy	+86,068	New	+$3.71M	2.05%	20

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robertson Opportunity Capital's CBRE Position: Q2 2026 in Review

Robertson Opportunity Capital held its CBRE Group (CBRE) position steady in Q2 2026 at 69,000 shares worth $9.29M. The position accounts for 3.61% of the portfolio, ranked #10.

Robertson Opportunity Capital first reported a position in CBRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.86M in Q1 2021. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Robertson Opportunity Capital held 69,000 shares of CBRE Group worth $9.29M as of Q2 2026.
Robertson Opportunity Capital left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 3.61% of Robertson Opportunity Capital's portfolio in Q2 2026, its #10 holding.
Robertson Opportunity Capital first reported a position in CBRE Group in Q2 2020 and has held it in 25 quarters since.
Robertson Opportunity Capital's CBRE Group position peaked at $9.86M in Q1 2021.
1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Robertson Opportunity Capital's 13F filing for Q2 2026, filed 13 Aug 2026.