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Sheaff Brock Investment Advisors’s CBRE Group CBRE Stock Holding History

Sheaff Brock Investment 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
2024
Q4 		– Sell
-3,200
Closed -$398K – 453
2024
Q3 		$398K Buy
+3,200
New +$349K 0.03% 291
2024
Q1 		– Sell
-10,500
Closed -$977K – 513
2023
Q4 		$977K Sell
10,500
-600
-5% -$46.6K 0.08% 179
2023
Q3 		$820K Sell
11,100
-100
-0.9% -$8.29K 0.07% 184
2023
Q2 		$904K Hold
11,200
– – 0.08% 183
2023
Q1 		$815K Hold
11,200
– – 0.08% 195
2022
Q4 		$862K Sell
11,200
-200
-2% -$14.8K 0.09% 184
2022
Q3 		$770K Sell
11,400
-500
-4% -$39.6K 0.08% 187
2022
Q2 		$876K Hold
11,900
– – 0.07% 177
2022
Q1 		$1.09M Buy
+11,900
New +$1.16M 0.08% 171
2020
Q2 		– Sell
-17,801
Closed -$671K – 462
2020
Q1 		$671K Sell
17,801
-1,454
-8% -$80.3K 0.09% 143
2019
Q4 		$1.18M Sell
19,255
-10,774
-36% -$597K 0.11% 119
2019
Q3 		$1.59M Buy
30,029
+9,804
+48% +$516K 0.17% 90
2019
Q2 		$1.04M Sell
20,225
-968
-5% -$48.1K 0.11% 136
2019
Q1 		$1.05M Sell
21,193
-780
-4% -$36.6K 0.13% 132
2018
Q4 		$880K Sell
21,973
-1,545
-7% -$63.9K 0.14% 137
2018
Q3 		$1.04M Sell
23,518
-491
-2% -$23.4K 0.1% 153
2018
Q2 		$1.15M Sell
24,009
-525
-2% -$24.8K 0.11% 132
2018
Q1 		$1.16M Buy
24,534
+818
+3% +$37.3K 0.12% 123
2017
Q4 		$1.03M Sell
23,716
-5,302
-18% -$220K 0.13% 146
2017
Q3 		$1.1M Buy
29,018
+22,893
+374% +$842K 0.14% 132
2017
Q2 		$223K Buy
+6,125
New +$213K 0.03% 477
2016
Q1 		– Sell
-7,660
Closed -$265K – 641
2015
Q4 		$265K Buy
+7,660
New +$270K 0.03% 449

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Sheaff Brock Investment Advisors's CBRE Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of CBRE Group (CBRE) in Q4 2024, closing a stake of 3,200 shares — an estimated $398K sold.

Sheaff Brock Investment Advisors first reported a position in CBRE in Q4 2015 and held it in 22 quarters. The position peaked at $1.59M in Q3 2019. 944 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

  • Sheaff Brock Investment Advisors reported no remaining CBRE Group position as of Q4 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,200 CBRE Group shares in Q4 2024, an estimated $398K.
  • Sheaff Brock Investment Advisors first reported a position in CBRE Group in Q4 2015 and held it in 22 quarters.
  • Sheaff Brock Investment Advisors's CBRE Group position peaked at $1.59M in Q3 2019.
  • 944 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.