SIM
CBRE icon

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
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 $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

Synergy Investment Management's CBRE Position: Q1 2026 in Review

Synergy Investment Management opened a new position in CBRE Group (CBRE) in Q1 2026: 89 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in CBRE as recently as Q1 2025.

Synergy Investment Management first reported a position in CBRE in Q4 2024 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Synergy Investment Management held 89 shares of CBRE Group worth $12.1K as of Q1 2026.
  • CBRE Group was a new Synergy Investment Management position in Q1 2026.
  • CBRE Group made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #475 holding.
  • Synergy Investment Management first reported a position in CBRE Group in Q4 2024 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.