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S.E.E.D. Planning Group’s CBRE Group CBRE Stock Holding History

S.E.E.D. Planning Group’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 		$14.5M Buy
107,509
+8,860
+9% +$1.22M 3.82% 5
2026
Q1 		$13.4M Buy
98,649
+32,951
+50% +$5.01M 3.88% 6
2025
Q4 		$10.6M Sell
65,698
-953
-1% -$150K 3.01% 16
2025
Q3 		$10.5M Sell
66,651
-4,873
-7% -$754K 3.06% 16
2025
Q2 		$10M Sell
71,524
-692
-1% -$87.5K 3.14% 14
2025
Q1 		$9.44M Sell
72,216
-6,044
-8% -$821K 3.18% 10
2024
Q4 		$10.3M Sell
78,260
-7,834
-9% -$1.03M 3.43% 9
2024
Q3 		$10.7M Sell
86,094
-12,562
-13% -$1.37M 3.55% 9
2024
Q2 		$8.79M Sell
98,656
-1,821
-2% -$162K 3.2% 11
2024
Q1 		$9.77M Sell
100,477
-3,050
-3% -$274K 3.57% 8
2023
Q4 		$9.64M Buy
103,527
+5,864
+6% +$456K 3.88% 4
2023
Q3 		$7.21M Sell
97,663
-3,014
-3% -$250K 2.78% 15
2023
Q2 		$8.13M Buy
100,677
+8,060
+9% +$603K 2.85% 9
2023
Q1 		$6.74M Sell
92,617
-1,611
-2% -$132K 2.6% 17
2022
Q4 		$7.25M Buy
94,228
+8,039
+9% +$594K 3.14% 10
2022
Q3 		$5.82M Buy
86,189
+3,949
+5% +$313K 2.72% 13
2022
Q2 		$6.05M Buy
82,240
+21,402
+35% +$1.72M 2.74% 14
2022
Q1 		$5.57M Buy
60,838
+58,760
+2,828% +$5.72M 2.37% 17
2021
Q4 		$225K Sell
2,078
-22
-1% -$2.25K 0.1% 83
2021
Q3 		$204K Buy
+2,100
New +$195K 0.1% 84

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

S.E.E.D. Planning Group's CBRE Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its CBRE Group (CBRE) stake by 9% in Q2 2026, buying an estimated $1.22M and bringing the position to 107,509 shares worth $14.5M. The position accounts for 3.82% of the portfolio, ranked #5.

S.E.E.D. Planning Group first reported a position in CBRE in Q3 2021 and has held it in 20 quarters since. 1,073 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • S.E.E.D. Planning Group held 107,509 shares of CBRE Group worth $14.5M as of Q2 2026.
  • S.E.E.D. Planning Group bought 8,860 CBRE Group shares in Q2 2026, an estimated $1.22M.
  • CBRE Group made up 3.82% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #5 holding.
  • S.E.E.D. Planning Group first reported a position in CBRE Group in Q3 2021 and has held it in 20 quarters since.
  • 1,073 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.