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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

SRH Advisors's CBRE Position: Q2 2026 in Review

SRH Advisors held its CBRE Group (CBRE) position steady in Q2 2026 at 250 shares worth $33.7K. 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 20 quarters since. The position peaked at $40.2K in Q4 2025. 374 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

SRH Advisors held 250 shares of CBRE Group worth $33.7K as of Q2 2026.
SRH Advisors left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.01% of SRH Advisors's portfolio in Q2 2026, its #161 holding.
SRH Advisors first reported a position in CBRE Group in Q3 2021 and has held it in 20 quarters since.
SRH Advisors's CBRE Group position peaked at $40.2K in Q4 2025.
374 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.