Summit Trail Advisors’s CBRE Group CBRE Stock Holding History

Summit Trail Advisors’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
2025 Q2	$597K	Sell
2025 Q1	$570K	Buy
2024 Q4	$422K	Buy
2024 Q3	$273K	Buy
2018 Q1	–	Sell
2017 Q4	$37K	Buy