SGI
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Summit Global Investments’s CBRE Group CBRE Stock Holding History

Summit Global Investments’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 		$1.42M Sell
10,558
-4,657
-31% -$642K 0.08% 135
2026
Q1 		$2.06M Sell
15,215
-5,032
-25% -$765K 0.12% 93
2025
Q4 		$3.25M Buy
+20,247
New +$3.18M 0.19% 59
2025
Q1 		– Sell
-11,453
Closed -$1.5M – 455
2024
Q4 		$1.5M Sell
11,453
-9,712
-46% -$1.27M 0.09% 157
2024
Q3 		$2.63M Buy
21,165
+15,818
+296% +$1.72M 0.17% 109
2024
Q2 		$476K Buy
5,347
+1,689
+46% +$150K 0.03% 357
2024
Q1 		$356K Sell
3,658
-4,921
-57% -$442K 0.03% 380
2023
Q4 		$799K Sell
8,579
-308
-3% -$23.9K 0.05% 263
2023
Q3 		$656K Buy
8,887
+570
+7% +$47.3K 0.04% 294
2023
Q2 		$671K Buy
8,317
+4,966
+148% +$372K 0.04% 290
2023
Q1 		$244K Buy
3,351
+468
+16% +$38.2K 0.02% 464
2022
Q4 		$222K Buy
+2,883
New +$213K 0.02% 434
2022
Q3 		– Sell
-2,911
Closed -$214K – 460
2022
Q2 		$214K Sell
2,911
-123
-4% -$9.9K 0.02% 443
2022
Q1 		$278K Sell
3,034
-10,190
-77% -$993K 0.02% 421
2021
Q4 		$1.44M Sell
13,224
-12,125
-48% -$1.24M 0.09% 194
2021
Q3 		$2.47M Buy
+25,349
New +$2.36M 0.19% 105
2018
Q2 		– Sell
-10,790
Closed -$510K – 261
2018
Q1 		$510K Buy
+10,790
New +$491K 0.08% 234

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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

Summit Global Investments's CBRE Position: Q2 2026 in Review

Summit Global Investments reduced its CBRE Group (CBRE) stake by 31% in Q2 2026, selling an estimated $642K and leaving 10,558 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #135.

Summit Global Investments first reported a position in CBRE in Q1 2018 and has held it in 17 quarters since. The position peaked at $3.25M in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Summit Global Investments held 10,558 shares of CBRE Group worth $1.42M as of Q2 2026.
  • Summit Global Investments sold 4,657 CBRE Group shares in Q2 2026, an estimated $642K.
  • CBRE Group made up 0.08% of Summit Global Investments's portfolio in Q2 2026, its #135 holding.
  • Summit Global Investments first reported a position in CBRE Group in Q1 2018 and has held it in 17 quarters since.
  • Summit Global Investments's CBRE Group position peaked at $3.25M in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.