Secure Asset Management’s CBRE Group CBRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$507K Buy
3,764
+36
+1% +$4.96K 0.07% 187
2026
Q1
$505K Buy
+3,728
New +$566K 0.08% 187

Other funds holding CBRE

Secure Asset Management's CBRE Position: Q2 2026 in Review

Secure Asset Management increased its CBRE Group (CBRE) stake by 0.97% in Q2 2026, buying an estimated $4.96K and bringing the position to 3,764 shares worth $507K. The position accounts for 0.07% of the portfolio, ranked #187.

Secure Asset Management first reported a position in CBRE in Q1 2026 and has held it in 2 quarters since. 1,071 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Secure Asset Management held 3,764 shares of CBRE Group worth $507K as of Q2 2026.
  • Secure Asset Management bought 36 CBRE Group shares in Q2 2026, an estimated $4.96K.
  • CBRE Group made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #187 holding.
  • Secure Asset Management first reported a position in CBRE Group in Q1 2026 and has held it in 2 quarters since.
  • 1,071 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.