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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
Q2 		$1.23M Sell
9,118
-1,422
-13% -$196K 0.02% 890
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 $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 Trail Advisors's CBRE Position: Q2 2026 in Review

Summit Trail Advisors reduced its CBRE Group (CBRE) stake by 13% in Q2 2026, selling an estimated $196K and leaving 9,118 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #890.

Summit Trail Advisors first reported a position in CBRE in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.43M in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Summit Trail Advisors held 9,118 shares of CBRE Group worth $1.23M as of Q2 2026.
  • Summit Trail Advisors sold 1,422 CBRE Group shares in Q2 2026, an estimated $196K.
  • CBRE Group made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #890 holding.
  • Summit Trail Advisors first reported a position in CBRE Group in Q4 2017 and has held it in 9 quarters since.
  • Summit Trail Advisors's CBRE Group position peaked at $1.43M in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.