Sandy Spring Bank’s CBRE Group CBRE Stock Holding History

Sandy Spring Bank’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 Q1	$1.25M	Buy	9,580 +8,068	+534%	+$1.1M	0.05%	207
2024 Q4	$199K	Buy	1,512 +1,425	+1,638%	+$187K	0.01%	374
2024 Q3	$10.8K	Buy	87 +50	+135%	+$5.45K	﹤0.01%	850
2024 Q2	$3.3K	Buy	+37	New	+$3.28K	﹤0.01%	1035
2023 Q2	–	Sell	-30	Closed	-$2.19K	–	1233
2023 Q1	$2.19K	Hold	30	–	–	﹤0.01%	1017
2022 Q4	$2.31K	Buy	+30	New	+$2.22K	﹤0.01%	1008
2022 Q2	–	Sell	-49	Closed	-$4K	–	1131
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	985
2021 Q4	$5K	Hold	49	–	–	﹤0.01%	1013
2021 Q3	$5K	Hold	49	–	–	﹤0.01%	963
2021 Q2	$4K	Buy	+49	New	+$4.18K	﹤0.01%	997
2020 Q4	–	Sell	-200	Closed	-$9K	–	978
2020 Q3	$9K	Hold	200	–	–	﹤0.01%	688
2020 Q2	$9K	Hold	200	–	–	﹤0.01%	704
2020 Q1	$8K	Buy	+200	New	+$11.1K	﹤0.01%	692

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Sandy Spring Bank's CBRE Position: Q1 2025 in Review

Sandy Spring Bank increased its CBRE Group (CBRE) stake by 534% in Q1 2025, buying an estimated $1.1M and bringing the position to 9,580 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #207.

Sandy Spring Bank first reported a position in CBRE in Q1 2020 and has held it in 13 quarters since. 986 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

Sandy Spring Bank held 9,580 shares of CBRE Group worth $1.25M as of Q1 2025.
Sandy Spring Bank bought 8,068 CBRE Group shares in Q1 2025, an estimated $1.1M.
CBRE Group made up 0.05% of Sandy Spring Bank's portfolio in Q1 2025, its #207 holding.
Sandy Spring Bank first reported a position in CBRE Group in Q1 2020 and has held it in 13 quarters since.
986 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.