Smartleaf Asset Management’s CBRE Group CBRE Stock Holding History

Smartleaf Asset Management’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 Q1	$1.51M	Sell	11,325 -1,500	-12%	-$228K	0.05%	312
2025 Q4	$2.09M	Buy	12,825 +1,390	+12%	+$219K	0.08%	220
2025 Q3	$1.82M	Buy	11,435 +3,438	+43%	+$532K	0.11%	201
2025 Q2	$1.11M	Sell	7,997 -1,166	-13%	-$147K	0.1%	234
2025 Q1	$1.19M	Buy	9,163 +633	+7%	+$86K	0.11%	199
2024 Q4	$1.11M	Buy	8,530 +2,802	+49%	+$367K	0.11%	191
2024 Q3	$706K	Buy	5,728 +1,152	+25%	+$126K	0.09%	247
2024 Q2	$405K	Buy	4,576 +726	+19%	+$64.4K	0.07%	274
2024 Q1	$373K	Buy	3,850 +1,398	+57%	+$126K	0.07%	252
2023 Q4	$230K	Buy	+2,452	New	+$191K	0.06%	299

Other funds holding CBRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smartleaf Asset Management's CBRE Position: Q1 2026 in Review

Smartleaf Asset Management reduced its CBRE Group (CBRE) stake by 12% in Q1 2026, selling an estimated $228K and leaving 11,325 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #312.

Smartleaf Asset Management first reported a position in CBRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.09M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Smartleaf Asset Management held 11,325 shares of CBRE Group worth $1.51M as of Q1 2026.
Smartleaf Asset Management sold 1,500 CBRE Group shares in Q1 2026, an estimated $228K.
CBRE Group made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #312 holding.
Smartleaf Asset Management first reported a position in CBRE Group in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's CBRE Group position peaked at $2.09M in Q4 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.