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Soltis Investment Advisors’s CBRE Group CBRE Stock Holding History

Soltis Investment 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 		$382K Buy
2,836
+868
+44% +$120K 0.02% 418
2026
Q1 		$267K Sell
1,968
-88
-4% -$13.4K 0.02% 462
2025
Q4 		$331K Buy
2,056
+267
+15% +$42K 0.02% 385
2025
Q3 		$282K Buy
1,789
+116
+7% +$17.9K 0.02% 390
2025
Q2 		$234K Sell
1,673
-24
-1% -$3.04K 0.02% 360
2025
Q1 		$222K Buy
+1,697
New +$231K 0.02% 339
2022
Q2 		– Sell
-20,848
Closed -$1.91M – 246
2022
Q1 		$1.91M Buy
20,848
+1,791
+9% +$174K 0.27% 88
2021
Q4 		$2.07M Buy
+19,057
New +$1.95M 0.29% 78

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's CBRE Position: Q2 2026 in Review

Soltis Investment Advisors increased its CBRE Group (CBRE) stake by 44% in Q2 2026, buying an estimated $120K and bringing the position to 2,836 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #418.

Soltis Investment Advisors first reported a position in CBRE in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.07M in Q4 2021. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Soltis Investment Advisors held 2,836 shares of CBRE Group worth $382K as of Q2 2026.
  • Soltis Investment Advisors bought 868 CBRE Group shares in Q2 2026, an estimated $120K.
  • CBRE Group made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #418 holding.
  • Soltis Investment Advisors first reported a position in CBRE Group in Q4 2021 and has held it in 8 quarters since.
  • Soltis Investment Advisors's CBRE Group position peaked at $2.07M in Q4 2021.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.