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Sage Mountain Advisors’s CBRE Group CBRE Stock Holding History

Sage Mountain Advisors’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 		– Sell
-1,591
Closed -$256K – 331
2025
Q4 		$256K Buy
1,591
+274
+21% +$43.1K 0.01% 426
2025
Q3 		$208K Buy
+1,317
New +$204K 0.01% 460
2025
Q2 		– Sell
-1,598
Closed -$209K – 502
2025
Q1 		$209K Sell
1,598
-496
-24% -$67.4K 0.02% 371
2024
Q4 		$275K Buy
2,094
+177
+9% +$23.2K 0.02% 314
2024
Q3 		$239K Buy
+1,917
New +$209K 0.02% 343
2022
Q1 		– Sell
-3,883
Closed -$421K – 630
2021
Q4 		$421K Buy
3,883
+32
+0.8% +$3.28K 0.05% 351
2021
Q3 		$375K Buy
+3,851
New +$358K 0.05% 317

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Mountain Advisors's CBRE Position: Q1 2026 in Review

Sage Mountain Advisors sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,591 shares — an estimated $256K sold.

Sage Mountain Advisors first reported a position in CBRE in Q3 2021 and held it in 7 quarters. The position peaked at $421K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Sage Mountain Advisors reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,591 CBRE Group shares in Q1 2026, an estimated $256K.
  • Sage Mountain Advisors first reported a position in CBRE Group in Q3 2021 and held it in 7 quarters.
  • Sage Mountain Advisors's CBRE Group position peaked at $421K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.