Rossby Financial’s CBRE Group CBRE Stock Holding History

Rossby Financial’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	$16K	Buy	119 +38	+47%	+$5.77K	﹤0.01%	1081
2025 Q4	$13K	Buy	81 +39	+93%	+$6.13K	﹤0.01%	854
2025 Q3	$6.58K	Buy	+42	New	+$6.5K	﹤0.01%	931

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

Rossby Financial's CBRE Position: Q1 2026 in Review

Rossby Financial increased its CBRE Group (CBRE) stake by 47% in Q1 2026, buying an estimated $5.77K and bringing the position to 119 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Rossby Financial first reported a position in CBRE in Q3 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Rossby Financial held 119 shares of CBRE Group worth $16K as of Q1 2026.
Rossby Financial bought 38 CBRE Group shares in Q1 2026, an estimated $5.77K.
CBRE Group made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1081 holding.
Rossby Financial first reported a position in CBRE Group in Q3 2025 and has held it in 3 quarters since.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.