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Safeguard Financial’s CBRE Group CBRE Stock Holding History

Safeguard Financial’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
Q1 		$494K Hold
3,779
– – 0.11% 71
2024
Q4 		$496K Sell
3,779
-93
-2% -$12.2K 0.11% 69
2024
Q3 		$482K Sell
3,872
-509
-12% -$55.5K 0.11% 67
2024
Q2 		$390K Buy
4,381
+135
+3% +$12K 0.11% 72
2024
Q1 		$413K Hold
4,246
– – 0.13% 60
2023
Q4 		$395K Hold
4,246
– – 0.15% 53
2023
Q3 		$314K Hold
4,246
– – 0.15% 55
2023
Q2 		$342K Hold
4,246
– – 0.16% 51
2023
Q1 		$309K Sell
4,246
-1,358
-24% -$111K 0.19% 51
2022
Q4 		$431K Hold
5,604
– – 0.31% 43
2022
Q3 		$378K Buy
+5,604
New +$444K 0.35% 41

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $5.68B AUM 26.72% 1-Year Est. Return

Safeguard Financial's CBRE Position: Q1 2025 in Review

Safeguard Financial held its CBRE Group (CBRE) position steady in Q1 2025 at 3,779 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #71.

Safeguard Financial first reported a position in CBRE in Q3 2022 and has held it in 11 quarters since. The position peaked at $496K in Q4 2024. 985 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Safeguard Financial held 3,779 shares of CBRE Group worth $494K as of Q1 2025.
  • Safeguard Financial left its CBRE Group share count unchanged in Q1 2025.
  • CBRE Group made up 0.11% of Safeguard Financial's portfolio in Q1 2025, its #71 holding.
  • Safeguard Financial first reported a position in CBRE Group in Q3 2022 and has held it in 11 quarters since.
  • Safeguard Financial's CBRE Group position peaked at $496K in Q4 2024.
  • 985 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.