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Simplicity Wealth’s CBRE Group CBRE Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-1,687
Closed -$266K – 708
2025
Q3 		$266K Buy
1,687
+111
+7% +$17.2K 0.02% 593
2025
Q2 		$221K Sell
1,576
-492
-24% -$62.2K 0.01% 556
2025
Q1 		$270K Buy
2,068
+176
+9% +$23.9K 0.02% 443
2024
Q4 		$248K Buy
+1,892
New +$248K 0.05% 263
2024
Q3 		– Sell
-4,531
Closed -$404K – 589
2024
Q2 		$404K Buy
4,531
+60
+1% +$5.32K 0.01% 842
2024
Q1 		$435K Buy
+4,471
New +$401K 0.01% 791

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Simplicity Wealth's CBRE Position: Q4 2025 in Review

Simplicity Wealth sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 1,687 shares — an estimated $266K sold.

Simplicity Wealth first reported a position in CBRE in Q1 2024 and held it in 6 quarters. The position peaked at $435K in Q1 2024. 1,113 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Simplicity Wealth reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 1,687 CBRE Group shares in Q4 2025, an estimated $266K.
  • Simplicity Wealth first reported a position in CBRE Group in Q1 2024 and held it in 6 quarters.
  • Simplicity Wealth's CBRE Group position peaked at $435K in Q1 2024.
  • 1,113 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.