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Simon Quick Advisors’s CBRE Group CBRE Stock Holding History

Simon Quick Advisors’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
2025
Q2 		– Sell
-1,638
Closed -$214K – 402
2025
Q1 		$214K Buy
+1,638
New +$223K 0.01% 538
2020
Q3 		– Sell
-60
Closed -$3K – 455
2020
Q2 		$3K Hold
60
– – ﹤0.01% 382
2020
Q1 		$2K Sell
60
-560
-90% -$30.9K ﹤0.01% 406
2019
Q4 		$38K Buy
620
+532
+605% +$29.5K 0.01% 256
2019
Q3 		$5K Buy
88
+71
+418% +$3.73K ﹤0.01% 299
2019
Q2 		$872 Buy
+17
New +$845 ﹤0.01% 421
2018
Q1 		– Sell
-3,760
Closed -$172K – 329
2017
Q4 		$172K Sell
3,760
-1,340
-26% -$55.5K 0.08% 104
2017
Q3 		$193K Buy
+5,100
New +$188K 0.07% 133

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simon Quick Advisors's CBRE Position: Q2 2025 in Review

Simon Quick Advisors sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 1,638 shares — an estimated $214K sold.

Simon Quick Advisors first reported a position in CBRE in Q3 2017 and held it in 8 quarters. The position peaked at $214K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Simon Quick Advisors reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 1,638 CBRE Group shares in Q2 2025, an estimated $214K.
  • Simon Quick Advisors first reported a position in CBRE Group in Q3 2017 and held it in 8 quarters.
  • Simon Quick Advisors's CBRE Group position peaked at $214K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.