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Spire Wealth Management’s CBRE Group CBRE Stock Holding History

Spire 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 		$363K Sell
2,692
-3,387
-56% -$467K 0.01% 626
2026
Q1 		$823K Buy
6,079
+1,497
+33% +$227K 0.03% 416
2025
Q4 		$737K Buy
4,582
+1,121
+32% +$176K 0.02% 458
2025
Q3 		$545K Sell
3,461
-925
-21% -$143K 0.02% 505
2025
Q2 		$615K Sell
4,386
-4,622
-51% -$584K 0.02% 462
2025
Q1 		$1.18M Sell
9,008
-473
-5% -$64.3K 0.04% 374
2024
Q4 		$1.24M Buy
9,481
+3,438
+57% +$450K 0.04% 337
2024
Q3 		$752K Buy
6,043
+5,745
+1,928% +$626K 0.03% 437
2024
Q2 		$26.6K Sell
298
-33
-10% -$2.93K ﹤0.01% 1336
2024
Q1 		$32.2K Buy
331
+6
+2% +$539 ﹤0.01% 1365
2023
Q4 		$27.8K Buy
325
+4
+1% +$311 ﹤0.01% 1419
2023
Q3 		$23.7K Buy
321
+12
+4% +$995 ﹤0.01% 1437
2023
Q2 		$24.9K Buy
309
+8
+3% +$599 ﹤0.01% 1494
2023
Q1 		$21.9K Buy
301
+34
+13% +$2.78K ﹤0.01% 1582
2022
Q4 		$21K Buy
267
+6
+2% +$443 ﹤0.01% 1347
2022
Q3 		$18K Sell
261
-71
-21% -$5.63K ﹤0.01% 1364
2022
Q2 		$24K Sell
332
-107,146
-100% -$8.63M ﹤0.01% 1583
2022
Q1 		$9.85M Sell
107,478
-2,967
-3% -$289K 0.26% 106
2021
Q4 		$12M Buy
110,445
+6,002
+6% +$615K 0.27% 106
2021
Q3 		$10.2M Buy
104,443
+8,244
+9% +$766K 0.27% 107
2021
Q2 		$8.27M Buy
96,199
+3,193
+3% +$273K 0.22% 120
2021
Q1 		$7.31M Buy
+93,006
New +$6.58M 0.19% 127

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

Spire Wealth Management's CBRE Position: Q2 2026 in Review

Spire Wealth Management reduced its CBRE Group (CBRE) stake by 56% in Q2 2026, selling an estimated $467K and leaving 2,692 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #626.

Spire Wealth Management first reported a position in CBRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $12M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Spire Wealth Management held 2,692 shares of CBRE Group worth $363K as of Q2 2026.
  • Spire Wealth Management sold 3,387 CBRE Group shares in Q2 2026, an estimated $467K.
  • CBRE Group made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Spire Wealth Management first reported a position in CBRE Group in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's CBRE Group position peaked at $12M in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.