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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
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 $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

SFMG Wealth Advisors's CBRE Position: Q1 2026 in Review

SFMG Wealth Advisors held its CBRE Group (CBRE) position steady in Q1 2026 at 3,072 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #211.

SFMG Wealth Advisors first reported a position in CBRE in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.05M in Q4 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • SFMG Wealth Advisors held 3,072 shares of CBRE Group worth $416K as of Q1 2026.
  • SFMG Wealth Advisors left its CBRE Group share count unchanged in Q1 2026.
  • CBRE Group made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • SFMG Wealth Advisors first reported a position in CBRE Group in Q1 2020 and has held it in 25 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 Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.