Smith Salley Wealth Management’s CBRE Group CBRE Stock Holding History

Smith Salley Wealth 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 Q2	–	Sell	-13,862	Closed	-$1.88M	–	277
2026 Q1	$1.88M	Buy	13,862 +1,171	+9%	+$178K	0.09%	127
2025 Q4	$2.04M	Buy	12,691 +2,639	+26%	+$415K	0.1%	122
2025 Q3	$1.58M	Buy	10,052 +5,790	+136%	+$896K	0.08%	129
2025 Q2	$597K	Buy	4,262 +1,664	+64%	+$210K	0.03%	171
2025 Q1	$340K	Buy	2,598 +942	+57%	+$128K	0.02%	197
2024 Q4	$217K	Sell	1,656 -267	-14%	-$35K	0.01%	233
2024 Q3	$239K	Sell	1,923 -674	-26%	-$73.5K	0.02%	223
2024 Q2	$231K	Buy	2,597 +339	+15%	+$30.1K	0.02%	213
2024 Q1	$220K	Sell	2,258 -847	-27%	-$76.1K	0.02%	215
2023 Q4	$289K	Sell	3,105 -852	-22%	-$66.2K	0.02%	219
2023 Q3	$292K	Sell	3,957 -2	-0.1%	-$166	0.02%	203
2023 Q2	$320K	Sell	3,959 -97	-2%	-$7.26K	0.02%	191
2023 Q1	$295K	Sell	4,056 -48	-1%	-$3.92K	0.02%	194
2022 Q4	$316K	Hold	4,104	–	–	0.03%	191
2022 Q3	$277K	Hold	4,104	–	–	0.03%	192
2022 Q2	$302K	Hold	4,104	–	–	0.03%	189
2022 Q1	$376K	Hold	4,104	–	–	0.03%	193
2021 Q4	$445K	Hold	4,104	–	–	0.03%	189
2021 Q3	$400K	Sell	4,104 -834	-17%	-$77.5K	0.03%	198
2021 Q2	$423K	Sell	4,938 -545	-10%	-$46.5K	0.03%	191
2021 Q1	$434K	Sell	5,483 -368	-6%	-$26K	0.04%	183
2020 Q4	$367K	Hold	5,851	–	–	0.04%	174
2020 Q3	$275K	Sell	5,851 -16	-0.3%	-$730	0.03%	169
2020 Q2	$265K	Hold	5,867	–	–	0.04%	166
2020 Q1	$221K	Sell	5,867 -154	-3%	-$8.51K	0.04%	169
2019 Q4	$369K	Sell	6,021 -276	-4%	-$15.3K	0.05%	149
2019 Q3	$334K	Sell	6,297 -39	-0.6%	-$2.05K	0.05%	154
2019 Q2	$325K	Buy	6,336 +79	+1%	+$3.93K	0.05%	154
2019 Q1	$309K	Hold	6,257	–	–	0.05%	150
2018 Q4	$251K	Buy	6,257 +11	+0.2%	+$455	0.05%	152
2018 Q3	$275K	Hold	6,246	–	–	0.04%	159
2018 Q2	$298K	Hold	6,246	–	–	0.05%	148
2018 Q1	$295K	Sell	6,246 -45	-0.7%	-$2.05K	0.05%	144
2017 Q4	$272K	Buy	6,291 +53	+0.8%	+$2.2K	0.05%	153
2017 Q3	$236K	Hold	6,238	–	–	0.05%	157
2017 Q2	$227K	Sell	6,238 -294	-5%	-$10.2K	0.05%	158
2017 Q1	$227K	Buy	+6,532	New	+$218K	0.05%	158

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Smith Salley Wealth Management's CBRE Position: Q2 2026 in Review

Smith Salley Wealth Management sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 13,862 shares — an estimated $1.88M sold.

Smith Salley Wealth Management first reported a position in CBRE in Q1 2017 and held it in 37 quarters. The position peaked at $2.04M in Q4 2025. 240 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Smith Salley Wealth Management reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
Smith Salley Wealth Management sold 13,862 CBRE Group shares in Q2 2026, an estimated $1.88M.
Smith Salley Wealth Management first reported a position in CBRE Group in Q1 2017 and held it in 37 quarters.
Smith Salley Wealth Management's CBRE Group position peaked at $2.04M in Q4 2025.
240 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.