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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 – 377
2020
Q2 		$226K Buy
+50
New +$2.16K 0.03% 377

Other funds holding CBRE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's CBRE Position: Q1 2026 in Review

Summit Securities Group reduced its CBRE Group (CBRE) stake by 89% in Q1 2026, selling an estimated $58.8K and leaving 48 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Summit Securities Group first reported a position in CBRE in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.03M in Q3 2022. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Summit Securities Group held 48 shares of CBRE Group worth $6.5K as of Q1 2026.
  • Summit Securities Group sold 387 CBRE Group shares in Q1 2026, an estimated $58.8K.
  • CBRE Group made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #754 holding.
  • Summit Securities Group first reported a position in CBRE Group in Q1 2022 and has held it in 11 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 Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.