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SummitTX Capital’s CBRE Group CBRE Stock Holding History

SummitTX Capital’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 		$27.2M Buy
201,868
+129,215
+178% +$17.8M 0.7% 12
2026
Q1 		$9.84M Buy
72,653
+41,792
+135% +$6.35M 0.31% 65
2025
Q4 		$4.96M Buy
30,861
+15,572
+102% +$2.45M 0.15% 157
2025
Q3 		$2.41M Sell
15,289
-24,986
-62% -$3.87M 0.1% 220
2025
Q2 		$5.64M Buy
40,275
+23,477
+140% +$2.97M 0.24% 100
2025
Q1 		$2.2M Buy
+16,798
New +$2.28M 0.09% 230

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

SummitTX Capital's CBRE Position: Q2 2026 in Review

SummitTX Capital increased its CBRE Group (CBRE) stake by 178% in Q2 2026, buying an estimated $17.8M and bringing the position to 201,868 shares worth $27.2M. The position accounts for 0.7% of the portfolio, ranked #12.

SummitTX Capital first reported a position in CBRE in Q1 2025 and has held it in 6 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • SummitTX Capital held 201,868 shares of CBRE Group worth $27.2M as of Q2 2026.
  • SummitTX Capital bought 129,215 CBRE Group shares in Q2 2026, an estimated $17.8M.
  • CBRE Group made up 0.7% of SummitTX Capital's portfolio in Q2 2026, its #12 holding.
  • SummitTX Capital first reported a position in CBRE Group in Q1 2025 and has held it in 6 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.