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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
2026
Q1 		$1.43M Buy
10,540
+4,750
+82% +$722K 0.02% 749
2025
Q4 		$931K Sell
5,790
-464
-7% -$73K 0.02% 849
2025
Q3 		$985K Buy
6,254
+1,994
+47% +$308K 0.01% 843
2025
Q2 		$597K Sell
4,260
-96
-2% -$12.1K 0.01% 663
2025
Q1 		$570K Buy
4,356
+1,142
+36% +$155K 0.02% 239
2024
Q4 		$422K Buy
3,214
+1,020
+46% +$134K 0.02% 245
2024
Q3 		$273K Buy
+2,194
New +$239K 0.01% 579
2018
Q1 		– Sell
-830
Closed -$37K – 625
2017
Q4 		$37K Buy
+830
New +$34.4K ﹤0.01% 894

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 Trail Advisors's CBRE Position: Q1 2026 in Review

Summit Trail Advisors increased its CBRE Group (CBRE) stake by 82% in Q1 2026, buying an estimated $722K and bringing the position to 10,540 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #749.

Summit Trail Advisors first reported a position in CBRE in Q4 2017 and has held it in 8 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Summit Trail Advisors held 10,540 shares of CBRE Group worth $1.43M as of Q1 2026.
  • Summit Trail Advisors bought 4,750 CBRE Group shares in Q1 2026, an estimated $722K.
  • CBRE Group made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #749 holding.
  • Summit Trail Advisors first reported a position in CBRE Group in Q4 2017 and has held it in 8 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.