SWA
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SOA Wealth Advisors’s CBRE Group CBRE Stock Holding History

SOA Wealth 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
2026
Q2 		$126K Sell
935
-300
-24% -$41.3K 0.02% 263
2026
Q1 		$167K Buy
1,235
+300
+32% +$45.6K 0.03% 215
2025
Q4 		$150K Hold
935
– – 0.03% 240
2025
Q3 		$147K Hold
935
– – 0.03% 246
2025
Q2 		$131K Buy
+935
New +$118K 0.02% 249
2022
Q2 		– Sell
-45
Closed -$4K – 829
2022
Q1 		$4K Hold
45
– – ﹤0.01% 706
2021
Q4 		$4K Hold
45
– – ﹤0.01% 685
2021
Q3 		$4K Hold
45
– – ﹤0.01% 702
2021
Q2 		$3K Buy
45
+10
+29% +$854 ﹤0.01% 717
2021
Q1 		$2K Sell
35
-2
-5% -$141 ﹤0.01% 704
2020
Q4 		$2K Buy
+37
New +$2.09K ﹤0.01% 685

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOA Wealth Advisors's CBRE Position: Q2 2026 in Review

SOA Wealth Advisors reduced its CBRE Group (CBRE) stake by 24% in Q2 2026, selling an estimated $41.3K and leaving 935 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #263.

SOA Wealth Advisors first reported a position in CBRE in Q4 2020 and has held it in 11 quarters since. The position peaked at $167K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • SOA Wealth Advisors held 935 shares of CBRE Group worth $126K as of Q2 2026.
  • SOA Wealth Advisors sold 300 CBRE Group shares in Q2 2026, an estimated $41.3K.
  • CBRE Group made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #263 holding.
  • SOA Wealth Advisors first reported a position in CBRE Group in Q4 2020 and has held it in 11 quarters since.
  • SOA Wealth Advisors's CBRE Group position peaked at $167K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.