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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SHP Wealth Management's CBRE Position: Q1 2026 in Review

SHP Wealth Management increased its CBRE Group (CBRE) stake by 111% in Q1 2026, buying an estimated $4.71K and bringing the position to 59 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

SHP Wealth Management first reported a position in CBRE in Q4 2025 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

SHP Wealth Management held 59 shares of CBRE Group worth $8K as of Q1 2026.
SHP Wealth Management bought 31 CBRE Group shares in Q1 2026, an estimated $4.71K.
CBRE Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #958 holding.
SHP Wealth Management first reported a position in CBRE Group in Q4 2025 and has held it in 2 quarters since.
1,079 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.