SPC
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Sigma Planning Corp’s CBRE Group CBRE Stock Holding History

Sigma Planning Corp’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 		$276K Buy
2,047
+334
+19% +$46K 0.01% 1162
2026
Q1 		$232K Buy
1,713
+34
+2% +$5.17K 0.01% 1167
2025
Q4 		$270K Buy
1,679
+8
+0.5% +$1.26K 0.01% 1087
2025
Q3 		$263K Sell
1,671
-173
-9% -$26.8K 0.01% 1077
2025
Q2 		$258K Sell
1,844
-279
-13% -$35.3K 0.01% 1050
2025
Q1 		$278K Buy
2,123
+153
+8% +$20.8K 0.01% 975
2024
Q4 		$259K Buy
1,970
+131
+7% +$17.2K 0.01% 987
2024
Q3 		$229K Buy
+1,839
New +$201K 0.01% 1078

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

Sigma Planning Corp's CBRE Position: Q2 2026 in Review

Sigma Planning Corp increased its CBRE Group (CBRE) stake by 19% in Q2 2026, buying an estimated $46K and bringing the position to 2,047 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1162.

Sigma Planning Corp first reported a position in CBRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $278K in Q1 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Sigma Planning Corp held 2,047 shares of CBRE Group worth $276K as of Q2 2026.
  • Sigma Planning Corp bought 334 CBRE Group shares in Q2 2026, an estimated $46K.
  • CBRE Group made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1162 holding.
  • Sigma Planning Corp first reported a position in CBRE Group in Q3 2024 and has held it in 8 quarters since.
  • Sigma Planning Corp's CBRE Group position peaked at $278K in Q1 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.