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Shikiar Asset Management’s CBRE Group CBRE Stock Holding History

Shikiar Asset 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 		$1.44M Sell
10,716
-30,115
-74% -$4.15M 0.36% 50
2026
Q1 		$5.53M Sell
40,831
-12,245
-23% -$1.86M 1.59% 20
2025
Q4 		$8.53M Sell
53,076
-1,270
-2% -$200K 2.12% 14
2025
Q3 		$8.56M Buy
54,346
+6,770
+14% +$1.05M 2.15% 12
2025
Q2 		$6.67M Buy
+47,576
New +$6.02M 1.85% 22

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

Shikiar Asset Management's CBRE Position: Q2 2026 in Review

Shikiar Asset Management reduced its CBRE Group (CBRE) stake by 74% in Q2 2026, selling an estimated $4.15M and leaving 10,716 shares worth $1.44M. The position accounts for 0.36% of the portfolio, ranked #50.

Shikiar Asset Management first reported a position in CBRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.56M in Q3 2025. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Shikiar Asset Management held 10,716 shares of CBRE Group worth $1.44M as of Q2 2026.
  • Shikiar Asset Management sold 30,115 CBRE Group shares in Q2 2026, an estimated $4.15M.
  • CBRE Group made up 0.36% of Shikiar Asset Management's portfolio in Q2 2026, its #50 holding.
  • Shikiar Asset Management first reported a position in CBRE Group in Q2 2025 and has held it in 5 quarters since.
  • Shikiar Asset Management's CBRE Group position peaked at $8.56M in Q3 2025.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.