Stokes Family Office’s CBRE Group CBRE Stock Holding History

Stokes Family Office’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 Q1	–	Sell	-1,333	Closed	-$214K	–	283
2025 Q4	$214K	Buy	1,333 +13	+1%	+$2.04K	0.02%	285
2025 Q3	$208K	Buy	+1,320	New	+$204K	0.02%	256

Other funds holding CBRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stokes Family Office's CBRE Position: Q1 2026 in Review

Stokes Family Office sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,333 shares — an estimated $214K sold.

Stokes Family Office first reported a position in CBRE in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Stokes Family Office reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 1,333 CBRE Group shares in Q1 2026, an estimated $214K.
Stokes Family Office first reported a position in CBRE Group in Q3 2025 and held it in 2 quarters.
Stokes Family Office's CBRE Group position peaked at $214K in Q4 2025.
1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.