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Savant Capital’s CBRE Group CBRE Stock Holding History

Savant Capital’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 		$956K Sell
7,040
-550
-7% -$75.8K ﹤0.01% 904
2026
Q1 		$1.03M Buy
7,590
+849
+13% +$129K 0.01% 625
2025
Q4 		$1.08M Buy
6,741
+444
+7% +$69.8K 0.01% 563
2025
Q3 		$992K Buy
6,297
+249
+4% +$38.5K 0.01% 579
2025
Q2 		$847K Buy
6,048
+32
+0.5% +$4.05K 0.01% 572
2025
Q1 		$787K Sell
6,016
-859
-12% -$117K 0.01% 549
2024
Q4 		$903K Buy
6,875
+1,098
+19% +$144K 0.01% 689
2024
Q3 		$719K Buy
5,777
+861
+18% +$93.9K 0.01% 748
2024
Q2 		$438K Buy
4,916
+1,299
+36% +$115K ﹤0.01% 841
2024
Q1 		$352K Buy
3,617
+451
+14% +$40.5K ﹤0.01% 846
2023
Q4 		$295K Sell
3,166
-590
-16% -$45.9K ﹤0.01% 707
2023
Q3 		$277K Buy
3,756
+1,055
+39% +$87.5K ﹤0.01% 675
2023
Q2 		$218K Sell
2,701
-318
-11% -$23.8K ﹤0.01% 720
2023
Q1 		$220K Buy
+3,019
New +$247K ﹤0.01% 663
2022
Q1 		– Sell
-2,185
Closed -$237K – 573
2021
Q4 		$237K Buy
+2,185
New +$224K 0.01% 497

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

Savant Capital's CBRE Position: Q2 2026 in Review

Savant Capital reduced its CBRE Group (CBRE) stake by 7.2% in Q2 2026, selling an estimated $75.8K and leaving 7,040 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Savant Capital first reported a position in CBRE in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Savant Capital held 7,040 shares of CBRE Group worth $956K as of Q2 2026.
  • Savant Capital sold 550 CBRE Group shares in Q2 2026, an estimated $75.8K.
  • CBRE Group made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #904 holding.
  • Savant Capital first reported a position in CBRE Group in Q4 2021 and has held it in 15 quarters since.
  • Savant Capital's CBRE Group position peaked at $1.08M in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.