SWM
CBRE icon

Sendero Wealth Management’s CBRE Group CBRE Stock Holding History

Sendero Wealth Management’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
Q1 		$4.05M Sell
29,919
-5,116
-15% -$777K 0.45% 44
2025
Q4 		$5.63M Sell
35,035
-3,131
-8% -$492K 0.62% 29
2025
Q3 		$6.01M Sell
38,166
-13,101
-26% -$2.03M 0.7% 30
2025
Q2 		$7.18M Sell
51,267
-608
-1% -$76.9K 0.9% 25
2025
Q1 		$6.78M Sell
51,875
-3,583
-6% -$487K 0.94% 27
2024
Q4 		$7.28M Sell
55,458
-22,358
-29% -$2.93M 1.08% 23
2024
Q3 		$9.69M Sell
77,816
-5,822
-7% -$635K 1.53% 13
2024
Q2 		$7.45M Buy
83,638
+2,482
+3% +$220K 1.25% 15
2024
Q1 		$7.89M Buy
81,156
+6,426
+9% +$577K 1.36% 15
2023
Q4 		$6.96M Buy
74,730
+4,290
+6% +$334K 1.31% 13
2023
Q3 		$5.2M Buy
70,440
+7,421
+12% +$615K 1.12% 15
2023
Q2 		$5.09M Buy
63,019
+18,058
+40% +$1.35M 1.11% 16
2023
Q1 		$3.27M Buy
44,961
+10,583
+31% +$865K 1% 15
2022
Q4 		$2.65M Buy
34,378
+16,585
+93% +$1.22M 0.94% 15
2022
Q3 		$1.2M Buy
17,793
+14,360
+418% +$1.14M 0.5% 31
2022
Q2 		$253K Hold
3,433
– – 0.24% 83
2022
Q1 		$314K Hold
3,433
– – 0.14% 74
2021
Q4 		$373K Buy
+3,433
New +$352K 0.17% 70

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sendero Wealth Management's CBRE Position: Q1 2026 in Review

Sendero Wealth Management reduced its CBRE Group (CBRE) stake by 15% in Q1 2026, selling an estimated $777K and leaving 29,919 shares worth $4.05M. The position accounts for 0.45% of the portfolio, ranked #44.

Sendero Wealth Management first reported a position in CBRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.69M in Q3 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Sendero Wealth Management held 29,919 shares of CBRE Group worth $4.05M as of Q1 2026.
  • Sendero Wealth Management sold 5,116 CBRE Group shares in Q1 2026, an estimated $777K.
  • CBRE Group made up 0.45% of Sendero Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Sendero Wealth Management first reported a position in CBRE Group in Q4 2021 and has held it in 18 quarters since.
  • Sendero Wealth Management's CBRE Group position peaked at $9.69M in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.