SRH Advisors’s CBRE Group CBRE Stock Holding History

SRH 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 Q3	$32.1K	Hold	250	–	–	0.01%	161
2026 Q2	$33.7K	Hold	250	–	–	0.01%	161
2026 Q1	$33.9K	Hold	250	–	–	0.01%	156
2025 Q4	$40.2K	Hold	250	–	–	0.01%	140
2025 Q3	$39.4K	Hold	250	–	–	0.01%	143
2025 Q2	$35K	Hold	250	–	–	0.01%	145
2025 Q1	$32.7K	Hold	250	–	–	0.01%	145
2024 Q4	$32.8K	Hold	250	–	–	0.01%	143
2024 Q3	$31.1K	Hold	250	–	–	0.01%	146
2024 Q2	$22.3K	Hold	250	–	–	0.01%	163
2024 Q1	$24.3K	Buy	250 +50	+25%	+$4.49K	0.01%	162
2023 Q4	$18.6K	Hold	200	–	–	0.01%	168
2023 Q3	$14.8K	Hold	200	–	–	0.01%	174
2023 Q2	$14.6K	Hold	200	–	–	0.01%	176
2023 Q1	$15K	Hold	200	–	–	0.01%	172
2022 Q4	$15K	Hold	200	–	–	0.01%	172
2022 Q3	$14K	Hold	200	–	–	0.02%	185
2022 Q2	$15K	Hold	200	–	–	0.02%	177
2022 Q1	$18K	Hold	200	–	–	0.02%	182
2021 Q4	$22K	Hold	200	–	–	0.03%	173
2021 Q3	$19K	Buy	+200	New	+$18.6K	0.02%	178

Other funds holding CBRE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

SRH Advisors's CBRE Position: Q3 2026 in Review

SRH Advisors held its CBRE Group (CBRE) position steady in Q3 2026 at 250 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #161.

SRH Advisors first reported a position in CBRE in Q3 2021 and has held it in 21 quarters since. The position peaked at $40.2K in Q4 2025. 883 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

SRH Advisors held 250 shares of CBRE Group worth $32.1K as of Q3 2026.
SRH Advisors left its CBRE Group share count unchanged in Q3 2026.
CBRE Group made up 0.01% of SRH Advisors's portfolio in Q3 2026, its #161 holding.
SRH Advisors first reported a position in CBRE Group in Q3 2021 and has held it in 21 quarters since.
SRH Advisors's CBRE Group position peaked at $40.2K in Q4 2025.
883 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.