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Sanibel Captiva Trust Company’s CBRE Group CBRE Stock Holding History

Sanibel Captiva Trust Company’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 		$26.5M Sell
196,875
-5,834
-3% -$804K 0.66% 38
2026
Q1 		$27.5M Sell
202,709
-1,953
-1% -$297K 0.77% 38
2025
Q4 		$32.9M Sell
204,662
-4,950
-2% -$778K 0.91% 29
2025
Q3 		$33M Sell
209,612
-875
-0.4% -$135K 0.94% 25
2025
Q2 		$29.5M Sell
210,487
-2,401
-1% -$304K 0.91% 26
2025
Q1 		$27.8M Sell
212,888
-4,525
-2% -$615K 0.9% 28
2024
Q4 		$28.5M Sell
217,413
-4,468
-2% -$585K 0.91% 27
2024
Q3 		$27.6M Sell
221,881
-8,973
-4% -$978K 0.88% 29
2024
Q2 		$20.6M Sell
230,854
-12,598
-5% -$1.12M 0.7% 39
2024
Q1 		$23.7M Sell
243,452
-8,700
-3% -$781K 0.81% 32
2023
Q4 		$23.5M Buy
+252,152
New +$19.6M 0.87% 33

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 $3.38T AUM 44.17% 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

Sanibel Captiva Trust Company's CBRE Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its CBRE Group (CBRE) stake by 2.9% in Q2 2026, selling an estimated $804K and leaving 196,875 shares worth $26.5M. The position accounts for 0.66% of the portfolio, ranked #38.

Sanibel Captiva Trust Company first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $33M in Q3 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Sanibel Captiva Trust Company held 196,875 shares of CBRE Group worth $26.5M as of Q2 2026.
  • Sanibel Captiva Trust Company sold 5,834 CBRE Group shares in Q2 2026, an estimated $804K.
  • CBRE Group made up 0.66% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #38 holding.
  • Sanibel Captiva Trust Company first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's CBRE Group position peaked at $33M in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.