Sendero Wealth Management
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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
Q3 		$3.37M Sell
26,252
-3,236
-11% -$464K 0.34% 48
2026
Q2 		$3.97M Sell
29,488
-431
-1% -$59.4K 0.4% 46
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 		$9.7M 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sendero Wealth Management's CBRE Position: Q3 2026 in Review

Sendero Wealth Management reduced its CBRE Group (CBRE) stake by 11% in Q3 2026, selling an estimated $464K and leaving 26,252 shares worth $3.37M. The position accounts for 0.34% of the portfolio, ranked #48.

Sendero Wealth Management first reported a position in CBRE in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.7M in Q3 2024. 319 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Sendero Wealth Management held 26,252 shares of CBRE Group worth $3.37M as of Q3 2026.
  • Sendero Wealth Management sold 3,236 CBRE Group shares in Q3 2026, an estimated $464K.
  • CBRE Group made up 0.34% of Sendero Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Sendero Wealth Management first reported a position in CBRE Group in Q4 2021 and has held it in 20 quarters since.
  • Sendero Wealth Management's CBRE Group position peaked at $9.7M in Q3 2024.
  • 319 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.