Shelton Wealth Management’s CBRE Group CBRE Stock Holding History

Shelton Wealth 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 Q2	$1.29M	Sell	9,598 -192	-2%	-$26.5K	0.51%	68
2026 Q1	$1.33M	Buy	9,790 +858	+10%	+$130K	0.58%	54
2025 Q4	$1.44M	Buy	8,932 +873	+11%	+$137K	0.62%	49
2025 Q3	$1.27M	Sell	8,059 -50	-0.6%	-$7.74K	0.57%	58
2025 Q2	$1.14M	Buy	8,109 +677	+9%	+$85.6K	0.55%	67
2025 Q1	$972K	Sell	7,432 -228	-3%	-$31K	0.53%	64
2024 Q4	$1.01M	Buy	7,660 +214	+3%	+$28K	0.52%	69
2024 Q3	$927K	Buy	7,446 +1,484	+25%	+$162K	0.5%	66
2024 Q2	$531K	Buy	5,962 +1,786	+43%	+$158K	0.3%	93
2024 Q1	$406K	Buy	+4,176	New	+$375K	0.26%	89

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Shelton Wealth Management's CBRE Position: Q2 2026 in Review

Shelton Wealth Management reduced its CBRE Group (CBRE) stake by 2% in Q2 2026, selling an estimated $26.5K and leaving 9,598 shares worth $1.29M. The position accounts for 0.51% of the portfolio, ranked #68.

Shelton Wealth Management first reported a position in CBRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2025. 141 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Shelton Wealth Management held 9,598 shares of CBRE Group worth $1.29M as of Q2 2026.
Shelton Wealth Management sold 192 CBRE Group shares in Q2 2026, an estimated $26.5K.
CBRE Group made up 0.51% of Shelton Wealth Management's portfolio in Q2 2026, its #68 holding.
Shelton Wealth Management first reported a position in CBRE Group in Q1 2024 and has held it in 10 quarters since.
Shelton Wealth Management's CBRE Group position peaked at $1.44M in Q4 2025.
141 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.