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The Family Firm’s CBRE Group CBRE Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-2,402
Closed -$314K – 103
2025
Q1 		$314K Hold
2,402
– – 0.07% 161
2024
Q4 		$315K Hold
2,402
– – 0.07% 160
2024
Q3 		$299K Hold
2,402
– – 0.07% 168
2024
Q2 		$214K Buy
+2,402
New +$213K 0.05% 185
2022
Q1 		– Sell
-2,025
Closed -$220K – 176
2021
Q4 		$220K Hold
2,025
– – 0.06% 173
2021
Q3 		$207K Buy
+2,025
New +$188K 0.05% 175

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

The Family Firm's CBRE Position: Q2 2025 in Review

The Family Firm sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 2,402 shares — an estimated $314K sold.

The Family Firm first reported a position in CBRE in Q3 2021 and held it in 6 quarters. The position peaked at $315K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • The Family Firm reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 2,402 CBRE Group shares in Q2 2025, an estimated $314K.
  • The Family Firm first reported a position in CBRE Group in Q3 2021 and held it in 6 quarters.
  • The Family Firm's CBRE Group position peaked at $315K in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.