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RWA Wealth Partners’s CBRE Group CBRE Stock Holding History

RWA Wealth 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
2024
Q4 		– Sell
-2,233
Closed -$278K – 561
2024
Q3 		$278K Buy
+2,233
New +$243K ﹤0.01% 491
2024
Q2 		– Sell
-2,095
Closed -$204K – 549
2024
Q1 		$204K Sell
2,095
-191
-8% -$17.2K ﹤0.01% 521
2023
Q4 		$213K Buy
+2,286
New +$178K ﹤0.01% 501

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

RWA Wealth Partners's CBRE Position: Q4 2024 in Review

RWA Wealth Partners sold out of CBRE Group (CBRE) in Q4 2024, closing a stake of 2,233 shares — an estimated $278K sold.

RWA Wealth Partners first reported a position in CBRE in Q4 2023 and held it in 3 quarters. The position peaked at $278K in Q3 2024. 946 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

  • RWA Wealth Partners reported no remaining CBRE Group position as of Q4 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 2,233 CBRE Group shares in Q4 2024, an estimated $278K.
  • RWA Wealth Partners first reported a position in CBRE Group in Q4 2023 and held it in 3 quarters.
  • RWA Wealth Partners's CBRE Group position peaked at $278K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.