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Shelton Capital Management’s CBRE Group CBRE Stock Holding History

Shelton Capital 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
Q1 		$12.2M Sell
89,852
-6,490
-7% -$986K 0.27% 86
2025
Q4 		$15.5M Buy
96,342
+16,300
+20% +$2.56M 0.31% 81
2025
Q3 		$12.6M Buy
80,042
+3,200
+4% +$495K 0.27% 89
2025
Q2 		$10.8M Buy
76,842
+4,141
+6% +$524K 0.25% 101
2025
Q1 		$9.51M Sell
72,701
-200
-0.3% -$27.2K 0.23% 110
2024
Q4 		$9.57M Buy
72,901
+7,098
+11% +$929K 0.24% 103
2024
Q3 		$8.19M Sell
65,803
-76,400
-54% -$8.33M 0.21% 113
2024
Q2 		$12.7M Buy
142,203
+72,800
+105% +$6.46M 0.34% 63
2024
Q1 		$6.75M Buy
69,403
+50,400
+265% +$4.53M 0.19% 124
2023
Q4 		$1.77M Sell
19,003
-52,255
-73% -$4.06M 0.06% 248
2023
Q3 		$5.26M Sell
71,258
-72,000
-50% -$5.97M 0.19% 131
2023
Q2 		$11.6M Buy
143,258
+16,700
+13% +$1.25M 0.42% 47
2023
Q1 		$9.21M Buy
126,558
+99,058
+360% +$8.09M 0.38% 68
2022
Q4 		$2.12M Sell
27,500
-113,958
-81% -$8.42M 0.22% 154
2022
Q3 		$9.55M Buy
141,458
+8,900
+7% +$706K 0.45% 55
2022
Q2 		$9.76M Buy
132,558
+11,500
+9% +$926K 0.44% 56
2022
Q1 		$11.1M Buy
121,058
+10,900
+10% +$1.06M 0.41% 53
2021
Q4 		$12M Buy
110,158
+17,300
+19% +$1.77M 0.42% 47
2021
Q3 		$9.04M Buy
92,858
+88,900
+2,246% +$8.26M 0.35% 59
2021
Q2 		$339K Buy
+3,958
New +$338K 0.01% 514
2018
Q2 		– Sell
-5,658
Closed -$267K – 864
2018
Q1 		$267K Sell
5,658
-103,900
-95% -$4.73M 0.02% 617
2017
Q4 		$4.75M Buy
+109,558
New +$4.54M 0.3% 77

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

Shelton Capital Management's CBRE Position: Q1 2026 in Review

Shelton Capital Management reduced its CBRE Group (CBRE) stake by 6.7% in Q1 2026, selling an estimated $986K and leaving 89,852 shares worth $12.2M. The position accounts for 0.27% of the portfolio, ranked #86.

Shelton Capital Management first reported a position in CBRE in Q4 2017 and has held it in 22 quarters since. The position peaked at $15.5M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Shelton Capital Management held 89,852 shares of CBRE Group worth $12.2M as of Q1 2026.
  • Shelton Capital Management sold 6,490 CBRE Group shares in Q1 2026, an estimated $986K.
  • CBRE Group made up 0.27% of Shelton Capital Management's portfolio in Q1 2026, its #86 holding.
  • Shelton Capital Management first reported a position in CBRE Group in Q4 2017 and has held it in 22 quarters since.
  • Shelton Capital Management's CBRE Group position peaked at $15.5M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.