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Synergy Investment Management’s CBRE Group CBRE Stock Holding History

Synergy Investment Management’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 		$21.9K Buy
155
+66
+74% +$9.09K 0.01% 499
2026
Q1 		$12.1K Buy
+89
New +$13.5K ﹤0.01% 475
2025
Q2 		– Sell
-73
Closed -$9.55K – 140
2025
Q1 		$9.55K Hold
73
– – ﹤0.01% 391
2024
Q4 		$9.58K Buy
+73
New +$9.56K ﹤0.01% 394

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 $3.38T AUM 44.17% 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

Synergy Investment Management's CBRE Position: Q2 2026 in Review

Synergy Investment Management increased its CBRE Group (CBRE) stake by 74% in Q2 2026, buying an estimated $9.09K and bringing the position to 155 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #499.

Synergy Investment Management first reported a position in CBRE in Q4 2024 and has held it in 4 quarters since. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Synergy Investment Management held 155 shares of CBRE Group worth $21.9K as of Q2 2026.
  • Synergy Investment Management bought 66 CBRE Group shares in Q2 2026, an estimated $9.09K.
  • CBRE Group made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #499 holding.
  • Synergy Investment Management first reported a position in CBRE Group in Q4 2024 and has held it in 4 quarters since.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.