SIA
CBRE icon

Schechter Investment Advisors’s CBRE Group CBRE Stock Holding History

Schechter Investment Advisors’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 		$324K Sell
2,475
-438
-15% -$59.5K 0.03% 457
2024
Q4 		$382K Buy
2,913
+242
+9% +$31.7K 0.03% 439
2024
Q3 		$332K Sell
2,671
-153
-5% -$16.7K 0.02% 475
2024
Q2 		$252K Buy
2,824
+200
+8% +$17.7K 0.02% 509
2024
Q1 		$255K Sell
2,624
-56
-2% -$5.03K 0.02% 525
2023
Q4 		$249K Sell
2,680
-107
-4% -$8.32K 0.02% 505
2023
Q3 		$206K Buy
2,787
+168
+6% +$13.9K 0.02% 543
2023
Q2 		$211K Buy
+2,619
New +$196K 0.02% 579

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $5.68B AUM 26.72% 1-Year Est. Return

Schechter Investment Advisors's CBRE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its CBRE Group (CBRE) stake by 15% in Q1 2025, selling an estimated $59.5K and leaving 2,475 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #457.

Schechter Investment Advisors first reported a position in CBRE in Q2 2023 and has held it in 8 quarters since. The position peaked at $382K in Q4 2024. 985 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Schechter Investment Advisors held 2,475 shares of CBRE Group worth $324K as of Q1 2025.
  • Schechter Investment Advisors sold 438 CBRE Group shares in Q1 2025, an estimated $59.5K.
  • CBRE Group made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #457 holding.
  • Schechter Investment Advisors first reported a position in CBRE Group in Q2 2023 and has held it in 8 quarters since.
  • Schechter Investment Advisors's CBRE Group position peaked at $382K in Q4 2024.
  • 985 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.