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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

S.E.E.D. Planning Group's CBRE Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its CBRE Group (CBRE) stake by 50% in Q1 2026, buying an estimated $5.01M and bringing the position to 98,649 shares worth $13.4M. The position accounts for 3.88% of the portfolio, ranked #6.

S.E.E.D. Planning Group first reported a position in CBRE in Q3 2021 and has held it in 19 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • S.E.E.D. Planning Group held 98,649 shares of CBRE Group worth $13.4M as of Q1 2026.
  • S.E.E.D. Planning Group bought 32,951 CBRE Group shares in Q1 2026, an estimated $5.01M.
  • CBRE Group made up 3.88% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #6 holding.
  • S.E.E.D. Planning Group first reported a position in CBRE Group in Q3 2021 and has held it in 19 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.