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SHP Wealth Management’s CBRE Group CBRE Stock Holding History

SHP 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 		$5.13K Sell
38
-21
-36% -$2.89K ﹤0.01% 1152
2026
Q1 		$8K Buy
59
+31
+111% +$4.71K ﹤0.01% 958
2025
Q4 		$4.51K Buy
+28
New +$4.4K ﹤0.01% 1002

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its CBRE Group (CBRE) stake by 36% in Q2 2026, selling an estimated $2.89K and leaving 38 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

SHP Wealth Management first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $8K in Q1 2026. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • SHP Wealth Management held 38 shares of CBRE Group worth $5.13K as of Q2 2026.
  • SHP Wealth Management sold 21 CBRE Group shares in Q2 2026, an estimated $2.89K.
  • CBRE Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1152 holding.
  • SHP Wealth Management first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's CBRE Group position peaked at $8K in Q1 2026.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.