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Summit Securities Group’s CBRE Group CBRE Stock Holding History

Summit Securities Group’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
2020
Q3 		– Sell
-50
Closed -$226K – 376
2020
Q2 		$226K Buy
+50
New +$2.16K 0.03% 376

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 Securities Group's CBRE Position: Q2 2026 in Review

Summit Securities Group increased its CBRE Group (CBRE) stake by 42% in Q2 2026, buying an estimated $2.75K and bringing the position to 68 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Summit Securities Group first reported a position in CBRE in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2022. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Summit Securities Group held 68 shares of CBRE Group worth $9.16K as of Q2 2026.
  • Summit Securities Group bought 20 CBRE Group shares in Q2 2026, an estimated $2.75K.
  • CBRE Group made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #856 holding.
  • Summit Securities Group first reported a position in CBRE Group in Q1 2022 and has held it in 12 quarters since.
  • Summit Securities Group's CBRE Group position peaked at $1.03M in Q3 2022.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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