Sound Income Strategies’s CBRE Group CBRE Stock Holding History

Sound Income Strategies’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	-264	Closed	-$35.5K	–	776
2026 Q1	$35.5K	Buy	264 +259	+5,180%	+$39.4K	﹤0.01%	947
2025 Q4	$858	Hold	5	–	–	﹤0.01%	2320
2025 Q3	$762	Sell	5 -16	-76%	-$2.48K	﹤0.01%	1482
2025 Q2	$2.94K	Buy	21 +5	+31%	+$632	﹤0.01%	1199
2025 Q1	$2.09K	Hold	16	–	–	﹤0.01%	1221
2024 Q4	$2.1K	Hold	16	–	–	﹤0.01%	1157
2024 Q3	$1.99K	Hold	16	–	–	﹤0.01%	1130
2024 Q2	$1.43K	Hold	16	–	–	﹤0.01%	1152
2024 Q1	$1.56K	Hold	16	–	–	﹤0.01%	1107
2023 Q4	$1.49K	Hold	16	–	–	﹤0.01%	1115
2023 Q3	$1.18K	Hold	16	–	–	﹤0.01%	981
2023 Q2	$1.29K	Hold	16	–	–	﹤0.01%	938
2023 Q1	$1.17K	Sell	16 -17	-52%	-$1.39K	﹤0.01%	912
2022 Q4	$2.54K	Hold	33	–	–	﹤0.01%	735
2022 Q3	$2K	Hold	33	–	–	﹤0.01%	683
2022 Q2	$2K	Hold	33	–	–	﹤0.01%	696
2022 Q1	$3K	Buy	33 +17	+106%	+$1.66K	﹤0.01%	656
2021 Q4	$2K	Hold	16	–	–	﹤0.01%	701
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	677
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	770
2021 Q1	$1.27K	Hold	16	–	–	﹤0.01%	813
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	763
2020 Q3	$1K	Buy	+16	New	+$730	﹤0.01%	714

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's CBRE Position: Q2 2026 in Review

Sound Income Strategies sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 264 shares — an estimated $35.5K sold.

Sound Income Strategies first reported a position in CBRE in Q3 2020 and held it in 23 quarters. The position peaked at $35.5K in Q1 2026. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Sound Income Strategies reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 264 CBRE Group shares in Q2 2026, an estimated $35.5K.
Sound Income Strategies first reported a position in CBRE Group in Q3 2020 and held it in 23 quarters.
Sound Income Strategies's CBRE Group position peaked at $35.5K in Q1 2026.
1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.