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Sagespring Wealth Partners’s CBRE Group CBRE Stock Holding History

Sagespring 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
2026
Q1 		$640K Sell
4,725
-170
-3% -$25.8K 0.01% 436
2025
Q4 		$787K Buy
4,895
+244
+5% +$38.4K 0.01% 353
2025
Q3 		$733K Buy
4,651
+513
+12% +$79.4K 0.01% 369
2025
Q2 		$580K Buy
4,138
+745
+22% +$94.2K 0.01% 394
2025
Q1 		$444K Buy
3,393
+930
+38% +$126K 0.01% 419
2024
Q4 		$323K Buy
+2,463
New +$322K 0.01% 459

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

Sagespring Wealth Partners's CBRE Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its CBRE Group (CBRE) stake by 3.5% in Q1 2026, selling an estimated $25.8K and leaving 4,725 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #436.

Sagespring Wealth Partners first reported a position in CBRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $787K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Sagespring Wealth Partners held 4,725 shares of CBRE Group worth $640K as of Q1 2026.
  • Sagespring Wealth Partners sold 170 CBRE Group shares in Q1 2026, an estimated $25.8K.
  • CBRE Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #436 holding.
  • Sagespring Wealth Partners first reported a position in CBRE Group in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's CBRE Group position peaked at $787K in Q4 2025.
  • 1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.