SWA
CBRE icon

SFMG Wealth Advisors’s CBRE Group CBRE Stock Holding History

SFMG Wealth 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 		$417K Buy
3,096
+24
+0.8% +$3.31K 0.03% 213
2026
Q1 		$416K Hold
3,072
– – 0.03% 211
2025
Q4 		$494K Hold
3,072
– – 0.03% 187
2025
Q3 		$484K Hold
3,072
– – 0.03% 177
2025
Q2 		$430K Sell
3,072
-42,000
-93% -$5.31M 0.03% 170
2025
Q1 		$5.89M Sell
45,072
-1,047
-2% -$142K 0.47% 31
2024
Q4 		$6.05M Sell
46,119
-897
-2% -$117K 0.48% 33
2024
Q3 		$5.85M Buy
47,016
+21
+0% +$2.29K 0.47% 29
2024
Q2 		$4.19M Buy
46,995
+519
+1% +$46K 0.36% 37
2024
Q1 		$4.52M Buy
46,476
+262
+0.6% +$23.5K 0.39% 37
2023
Q4 		$4.3M Buy
46,214
+461
+1% +$35.8K 0.4% 34
2023
Q3 		$3.38M Buy
45,753
+1,680
+4% +$139K 0.35% 38
2023
Q2 		$3.56M Buy
44,073
+778
+2% +$58.2K 0.37% 36
2023
Q1 		$3.15M Buy
43,295
+2,273
+6% +$186K 0.34% 41
2022
Q4 		$3.16M Sell
41,022
-1,389
-3% -$103K 0.35% 39
2022
Q3 		$2.91M Buy
42,411
+2,667
+7% +$211K 0.34% 37
2022
Q2 		$2.93M Buy
39,744
+383
+1% +$30.8K 0.34% 40
2022
Q1 		$3.6M Buy
39,361
+3,181
+9% +$310K 0.36% 44
2021
Q4 		$3.93M Buy
36,180
+4,119
+13% +$422K 0.38% 38
2021
Q3 		$3.12M Buy
32,061
+16,273
+103% +$1.51M 0.35% 40
2021
Q2 		$1.35M Buy
15,788
+1,003
+7% +$85.6K 0.15% 74
2021
Q1 		$1.17M Buy
14,785
+1,708
+13% +$121K 0.14% 78
2020
Q4 		$820K Buy
13,077
+2,184
+20% +$123K 0.1% 95
2020
Q3 		$512K Buy
10,893
+738
+7% +$33.7K 0.07% 103
2020
Q2 		$459K Buy
10,155
+3,508
+53% +$151K 0.07% 100
2020
Q1 		$251K Buy
+6,647
New +$367K 0.04% 111

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

SFMG Wealth Advisors's CBRE Position: Q2 2026 in Review

SFMG Wealth Advisors increased its CBRE Group (CBRE) stake by 0.78% in Q2 2026, buying an estimated $3.31K and bringing the position to 3,096 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #213.

SFMG Wealth Advisors first reported a position in CBRE in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.05M in Q4 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • SFMG Wealth Advisors held 3,096 shares of CBRE Group worth $417K as of Q2 2026.
  • SFMG Wealth Advisors bought 24 CBRE Group shares in Q2 2026, an estimated $3.31K.
  • CBRE Group made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • SFMG Wealth Advisors first reported a position in CBRE Group in Q1 2020 and has held it in 26 quarters since.
  • SFMG Wealth Advisors's CBRE Group position peaked at $6.05M in Q4 2024.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.