SQA
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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return