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Rothschild Investment LLC’s CBRE Group CBRE Stock Holding History

Rothschild Investment LLC’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 		$539K Buy
4,002
+2,819
+238% +$388K 0.02% 582
2026
Q1 		$160K Buy
1,183
+146
+14% +$22.2K 0.01% 734
2025
Q4 		$167K Buy
1,037
+43
+4% +$6.76K 0.01% 680
2025
Q3 		$157K Buy
994
+4
+0.4% +$619 0.01% 681
2025
Q2 		$139K Sell
990
-41
-4% -$5.18K 0.01% 578
2025
Q1 		$135K Buy
1,031
+46
+5% +$6.25K 0.01% 576
2024
Q4 		$129K Buy
985
+47
+5% +$6.15K 0.01% 588
2024
Q3 		$117K Buy
938
+44
+5% +$4.8K 0.01% 616
2024
Q2 		$79.7K Sell
894
-50
-5% -$4.44K 0.01% 670
2024
Q1 		$91.8K Buy
944
+50
+6% +$4.49K 0.01% 609
2023
Q4 		$83.2K Buy
+894
New +$69.5K 0.01% 570

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Rothschild Investment LLC's CBRE Position: Q2 2026 in Review

Rothschild Investment LLC increased its CBRE Group (CBRE) stake by 238% in Q2 2026, buying an estimated $388K and bringing the position to 4,002 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #582.

Rothschild Investment LLC first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. 835 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Rothschild Investment LLC held 4,002 shares of CBRE Group worth $539K as of Q2 2026.
  • Rothschild Investment LLC bought 2,819 CBRE Group shares in Q2 2026, an estimated $388K.
  • CBRE Group made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #582 holding.
  • Rothschild Investment LLC first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • 835 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.