SAG
CBRE icon

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
2026
Q2 		– Sell
-3,385
Closed -$459K – 621
2026
Q1 		$459K Sell
3,385
-313
-8% -$47.6K 0.02% 366
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

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

SageView Advisory Group's CBRE Position: Q2 2026 in Review

SageView Advisory Group sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 3,385 shares — an estimated $459K sold.

SageView Advisory Group first reported a position in CBRE in Q4 2023 and held it in 6 quarters. The position peaked at $925K in Q3 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • SageView Advisory Group reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,385 CBRE Group shares in Q2 2026, an estimated $459K.
  • SageView Advisory Group first reported a position in CBRE Group in Q4 2023 and held it in 6 quarters.
  • SageView Advisory Group's CBRE Group position peaked at $925K in Q3 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.