SW
CBRE icon

SlateStone Wealth’s CBRE Group CBRE Stock Holding History

SlateStone 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
2026
Q2 		$293K Buy
2,178
+145
+7% +$20K 0.02% 260
2026
Q1 		$275K Buy
+2,033
New +$309K 0.02% 258

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SlateStone Wealth's CBRE Position: Q2 2026 in Review

SlateStone Wealth increased its CBRE Group (CBRE) stake by 7.1% in Q2 2026, buying an estimated $20K and bringing the position to 2,178 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #260.

SlateStone Wealth first reported a position in CBRE in Q1 2026 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • SlateStone Wealth held 2,178 shares of CBRE Group worth $293K as of Q2 2026.
  • SlateStone Wealth bought 145 CBRE Group shares in Q2 2026, an estimated $20K.
  • CBRE Group made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #260 holding.
  • SlateStone Wealth first reported a position in CBRE Group in Q1 2026 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.