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Root Financial Partners’s CBRE Group CBRE Stock Holding History

Root Financial Partners’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 		$76.1K Buy
562
+79
+16% +$12K ﹤0.01% 688
2025
Q4 		$77.7K Buy
483
+74
+18% +$11.6K ﹤0.01% 552
2025
Q3 		$64.4K Buy
+409
New +$63.3K ﹤0.01% 578

Other funds holding CBRE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Root Financial Partners's CBRE Position: Q1 2026 in Review

Root Financial Partners increased its CBRE Group (CBRE) stake by 16% in Q1 2026, buying an estimated $12K and bringing the position to 562 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Root Financial Partners first reported a position in CBRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $77.7K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Root Financial Partners held 562 shares of CBRE Group worth $76.1K as of Q1 2026.
  • Root Financial Partners bought 79 CBRE Group shares in Q1 2026, an estimated $12K.
  • CBRE Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #688 holding.
  • Root Financial Partners first reported a position in CBRE Group in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's CBRE Group position peaked at $77.7K in Q4 2025.
  • 1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.