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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return