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Strategic Wealth Partners’s CBRE Group CBRE Stock Holding History

Strategic Wealth Partners’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
-5
Closed -$677 – 1477
2026
Q1 		$677 Buy
+5
New +$760 ﹤0.01% 1291

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State Street
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Principal Financial Group
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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

Strategic Wealth Partners's CBRE Position: Q2 2026 in Review

Strategic Wealth Partners sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 5 shares — an estimated $677 sold.

Strategic Wealth Partners first reported a position in CBRE in Q1 2026 and held it in 1 quarter. The position peaked at $677 in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Strategic Wealth Partners reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 5 CBRE Group shares in Q2 2026, an estimated $677.
  • Strategic Wealth Partners first reported a position in CBRE Group in Q1 2026 and held it in 1 quarter.
  • Strategic Wealth Partners's CBRE Group position peaked at $677 in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.