Stratos Wealth Partners’s CBRE Group CBRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$701K Sell
5,173
-251
-5% -$38.1K 0.01% 935
2025
Q4
$872K Buy
5,424
+92
+2% +$14.5K 0.01% 824
2025
Q3
$840K Buy
5,332
+18
+0.3% +$2.79K 0.01% 814
2025
Q2
$745K Sell
5,314
-89
-2% -$11.3K 0.01% 794
2025
Q1
$707K Sell
5,403
-1,448
-21% -$197K 0.01% 773
2024
Q4
$899K Buy
6,851
+961
+16% +$126K 0.01% 731
2024
Q3
$733K Buy
5,890
+533
+10% +$58.1K 0.01% 793
2024
Q2
$477K Sell
5,357
-77
-1% -$6.83K 0.01% 916
2024
Q1
$528K Sell
5,434
-5,841
-52% -$525K 0.01% 871
2023
Q4
$1.05M Sell
11,275
-1,646
-13% -$128K 0.02% 615
2023
Q3
$954K Sell
12,921
-320
-2% -$26.5K 0.02% 593
2023
Q2
$1.07M Buy
13,241
+1,494
+13% +$112K 0.02% 511
2023
Q1
$855K Sell
11,747
-1,104
-9% -$90.2K 0.02% 524
2022
Q4
$989K Sell
12,851
-193
-1% -$14.3K 0.03% 512
2022
Q3
$881K Sell
13,044
-663
-5% -$52.6K 0.02% 521
2022
Q2
$1.01M Sell
13,707
-3,519
-20% -$283K 0.03% 512
2022
Q1
$1.58M Buy
17,226
+979
+6% +$95.4K 0.04% 427
2021
Q4
$1.76M Buy
16,247
+552
+4% +$56.6K 0.04% 388
2021
Q3
$1.53M Buy
15,695
+4,060
+35% +$377K 0.04% 387
2021
Q2
$997K Hold
11,635
0.02% 550
2021
Q1
$920K Buy
11,635
+355
+3% +$25.1K 0.03% 521
2020
Q4
$708K Buy
11,280
+6
+0.1% +$339 0.02% 554
2020
Q3
$530K Hold
11,274
0.02% 603
2020
Q2
$510K Sell
11,274
-361
-3% -$15.6K 0.02% 584
2020
Q1
$439K Sell
11,635
-3,244
-22% -$179K 0.02% 564
2019
Q4
$912K Buy
14,879
+95
+0.6% +$5.26K 0.04% 415
2019
Q3
$784K Sell
14,784
-267
-2% -$14K 0.03% 439
2019
Q2
$772K Hold
15,051
0.03% 438
2019
Q1
$744K Sell
15,051
-8
-0.1% -$376 0.03% 443
2018
Q4
$603K Buy
15,059
+13,577
+916% +$561K 0.03% 456
2018
Q3
$65K Buy
+1,482
New +$70.7K ﹤0.01% 1335
2018
Q2
Sell
-2,257
Closed -$107K 1190
2018
Q1
$107K Buy
2,257
+91
+4% +$4.14K ﹤0.01% 1159
2017
Q4
$94K Buy
+2,166
New +$89.8K ﹤0.01% 1216

Other funds holding CBRE

Stratos Wealth Partners's CBRE Position: Q1 2026 in Review

Stratos Wealth Partners reduced its CBRE Group (CBRE) stake by 4.6% in Q1 2026, selling an estimated $38.1K and leaving 5,173 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #935.

Stratos Wealth Partners first reported a position in CBRE in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.76M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Stratos Wealth Partners held 5,173 shares of CBRE Group worth $701K as of Q1 2026.
  • Stratos Wealth Partners sold 251 CBRE Group shares in Q1 2026, an estimated $38.1K.
  • CBRE Group made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #935 holding.
  • Stratos Wealth Partners first reported a position in CBRE Group in Q4 2017 and has held it in 33 quarters since.
  • Stratos Wealth Partners's CBRE Group position peaked at $1.76M in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.