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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
Q2 		$639K Buy
4,741
+16
+0.3% +$2.2K 0.01% 462
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 $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

Sagespring Wealth Partners's CBRE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its CBRE Group (CBRE) stake by 0.34% in Q2 2026, buying an estimated $2.2K and bringing the position to 4,741 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #462.

Sagespring Wealth Partners first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $787K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Sagespring Wealth Partners held 4,741 shares of CBRE Group worth $639K as of Q2 2026.
  • Sagespring Wealth Partners bought 16 CBRE Group shares in Q2 2026, an estimated $2.2K.
  • CBRE Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #462 holding.
  • Sagespring Wealth Partners first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's CBRE Group position peaked at $787K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.