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Sequoia Financial Advisors’s CBRE Group CBRE Stock Holding History

Sequoia Financial 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
2026
Q2 		$1.86M Sell
13,805
-2,011
-13% -$277K 0.01% 661
2026
Q1 		$2.14M Sell
15,816
-1,498
-9% -$228K 0.01% 580
2025
Q4 		$2.78M Buy
17,314
+3,762
+28% +$591K 0.02% 476
2025
Q3 		$2.14M Buy
13,552
+1,296
+11% +$200K 0.01% 501
2025
Q2 		$1.72M Buy
12,256
+2,487
+25% +$315K 0.01% 505
2025
Q1 		$1.28M Buy
9,769
+783
+9% +$106K 0.01% 545
2024
Q4 		$1.18M Buy
8,986
+1,325
+17% +$173K 0.01% 532
2024
Q3 		$954K Buy
7,661
+2
+0% +$218 0.01% 560
2024
Q2 		$683K Buy
7,659
+180
+2% +$16K 0.01% 591
2024
Q1 		$727K Sell
7,479
-1,421
-16% -$128K 0.01% 572
2023
Q4 		$829K Buy
8,900
+1,978
+29% +$154K 0.01% 585
2023
Q3 		$511K Buy
6,922
+45
+0.7% +$3.73K 0.01% 521
2023
Q2 		$555K Buy
6,877
+55
+0.8% +$4.12K 0.01% 495
2023
Q1 		$497K Sell
6,822
-930
-12% -$76K 0.01% 462
2022
Q4 		$597K Buy
+7,752
New +$573K 0.01% 390
2020
Q1 		– Sell
-94,172
Closed -$5.77M – 371
2019
Q4 		$5.77M Buy
94,172
+352
+0.4% +$19.5K 0.37% 40
2019
Q3 		$4.97M Sell
93,820
-5,163
-5% -$272K 0.36% 42
2019
Q2 		$5.08M Sell
98,983
-505
-0.5% -$25.1K 0.38% 39
2019
Q1 		$4.92M Sell
99,488
-138
-0.1% -$6.48K 0.4% 39
2018
Q4 		$3.99M Buy
99,626
+1,421
+1% +$58.8K 0.46% 45
2018
Q3 		$4.33M Buy
+98,205
New +$4.68M 0.43% 44

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

Sequoia Financial Advisors's CBRE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its CBRE Group (CBRE) stake by 13% in Q2 2026, selling an estimated $277K and leaving 13,805 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #661.

Sequoia Financial Advisors first reported a position in CBRE in Q3 2018 and has held it in 21 quarters since. The position peaked at $5.77M in Q4 2019. 1,073 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Sequoia Financial Advisors held 13,805 shares of CBRE Group worth $1.86M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,011 CBRE Group shares in Q2 2026, an estimated $277K.
  • CBRE Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #661 holding.
  • Sequoia Financial Advisors first reported a position in CBRE Group in Q3 2018 and has held it in 21 quarters since.
  • Sequoia Financial Advisors's CBRE Group position peaked at $5.77M in Q4 2019.
  • 1,073 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.