Sigma Planning Corp
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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
Q3 		– Sell
-2,047
Closed -$276K – 1341
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Sigma Planning Corp's CBRE Position: Q3 2026 in Review

Sigma Planning Corp sold out of CBRE Group (CBRE) in Q3 2026, closing a stake of 2,047 shares — an estimated $276K sold.

Sigma Planning Corp first reported a position in CBRE in Q3 2024 and held it in 8 quarters. The position peaked at $278K in Q1 2025. 224 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Sigma Planning Corp reported no remaining CBRE Group position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 2,047 CBRE Group shares in Q3 2026, an estimated $276K.
  • Sigma Planning Corp first reported a position in CBRE Group in Q3 2024 and held it in 8 quarters.
  • Sigma Planning Corp's CBRE Group position peaked at $278K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.