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Ruedi Wealth Management’s CBRE Group CBRE Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-49
Closed -$6.41K – 96
2025
Q1 		$6.41K Hold
49
– – ﹤0.01% 197
2024
Q4 		$6.43K Hold
49
– – ﹤0.01% 195
2024
Q3 		$6.1K Sell
49
-49
-50% -$5.34K ﹤0.01% 201
2024
Q2 		$8.73K Buy
+98
New +$8.7K ﹤0.01% 195

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ruedi Wealth Management's CBRE Position: Q2 2025 in Review

Ruedi Wealth Management sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 49 shares — an estimated $6.41K sold.

Ruedi Wealth Management first reported a position in CBRE in Q2 2024 and held it in 4 quarters. The position peaked at $8.73K in Q2 2024. 1,015 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Ruedi Wealth Management reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 49 CBRE Group shares in Q2 2025, an estimated $6.41K.
  • Ruedi Wealth Management first reported a position in CBRE Group in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's CBRE Group position peaked at $8.73K in Q2 2024.
  • 1,015 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.