TPCW
CBRE icon

TD Private Client Wealth’s CBRE Group CBRE Stock Holding History

TD Private Client Wealth’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 		$535K Sell
3,974
-9,734
-71% -$1.34M 0.01% 485
2026
Q1 		$1.86M Sell
13,708
-912
-6% -$139K 0.04% 259
2025
Q4 		$2.35M Buy
14,620
+160
+1% +$25.2K 0.05% 228
2025
Q3 		$2.28M Buy
14,460
+1,557
+12% +$241K 0.05% 225
2025
Q2 		$1.81M Buy
12,903
+169
+1% +$21.4K 0.04% 258
2025
Q1 		$1.67M Buy
12,734
+9,501
+294% +$1.29M 0.05% 258
2024
Q4 		$424K Buy
3,233
+338
+12% +$44.3K 0.01% 468
2024
Q3 		$360K Buy
2,895
+709
+32% +$77.3K 0.01% 499
2024
Q2 		$195K Buy
2,186
+60
+3% +$5.32K 0.01% 578
2024
Q1 		$207K Sell
2,126
-2,221
-51% -$199K 0.01% 581
2023
Q4 		$405K Buy
4,347
+248
+6% +$19.3K 0.01% 463
2023
Q3 		$303K Buy
4,099
+723
+21% +$60K 0.01% 481
2023
Q2 		$272K Sell
3,376
-503
-13% -$37.7K 0.01% 516
2023
Q1 		$282K Buy
3,879
+2,129
+122% +$174K 0.01% 500
2022
Q4 		$135K Buy
1,750
+10
+0.6% +$739 0.01% 589
2022
Q3 		$117K Buy
1,740
+220
+14% +$17.4K 0.01% 592
2022
Q2 		$112K Buy
1,520
+278
+22% +$22.4K 0.01% 597
2022
Q1 		$114K Buy
1,242
+623
+101% +$60.7K ﹤0.01% 620
2021
Q4 		$67.2K Sell
619
-147
-19% -$15.1K ﹤0.01% 702
2021
Q3 		$74.6K Buy
766
+13
+2% +$1.21K ﹤0.01% 676
2021
Q2 		$64.6K Sell
753
-17
-2% -$1.45K ﹤0.01% 692
2021
Q1 		$60.9K Buy
770
+3
+0.4% +$212 ﹤0.01% 675
2020
Q4 		$48.1K Buy
767
+38
+5% +$2.15K ﹤0.01% 663
2020
Q3 		$34.2K Buy
729
+87
+14% +$3.97K ﹤0.01% 664
2020
Q2 		$29K Buy
642
+24
+4% +$1.03K ﹤0.01% 679
2020
Q1 		$23.3K Buy
618
+79
+15% +$4.37K ﹤0.01% 676
2019
Q4 		$33K Buy
+539
New +$29.9K ﹤0.01% 665

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

TD Private Client Wealth's CBRE Position: Q2 2026 in Review

TD Private Client Wealth reduced its CBRE Group (CBRE) stake by 71% in Q2 2026, selling an estimated $1.34M and leaving 3,974 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #485.

TD Private Client Wealth first reported a position in CBRE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.35M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • TD Private Client Wealth held 3,974 shares of CBRE Group worth $535K as of Q2 2026.
  • TD Private Client Wealth sold 9,734 CBRE Group shares in Q2 2026, an estimated $1.34M.
  • CBRE Group made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #485 holding.
  • TD Private Client Wealth first reported a position in CBRE Group in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's CBRE Group position peaked at $2.35M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.