SAG
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SageView Advisory Group’s CBRE Group CBRE Stock Holding History

SageView Advisory 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
2025
Q4 		$595K Sell
3,698
-2,174
-37% -$342K 0.02% 334
2025
Q3 		$925K Buy
5,872
+1,791
+44% +$277K 0.03% 277
2025
Q2 		$598K Buy
4,081
+1,246
+44% +$158K 0.02% 333
2025
Q1 		$371K Buy
+2,835
New +$385K 0.02% 409
2024
Q1 		– Sell
-2,651
Closed -$230K – 545
2023
Q4 		$230K Buy
+2,651
New +$206K 0.01% 584

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
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
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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

SageView Advisory Group's CBRE Position: Q4 2025 in Review

SageView Advisory Group reduced its CBRE Group (CBRE) stake by 37% in Q4 2025, selling an estimated $342K and leaving 3,698 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #334.

SageView Advisory Group first reported a position in CBRE in Q4 2023 and has held it in 5 quarters since. The position peaked at $925K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • SageView Advisory Group held 3,698 shares of CBRE Group worth $595K as of Q4 2025.
  • SageView Advisory Group sold 2,174 CBRE Group shares in Q4 2025, an estimated $342K.
  • CBRE Group made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #334 holding.
  • SageView Advisory Group first reported a position in CBRE Group in Q4 2023 and has held it in 5 quarters since.
  • SageView Advisory Group's CBRE Group position peaked at $925K in Q3 2025.
  • 1,108 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.