Third View Private Wealth
CBRE icon

Third View Private Wealth’s CBRE Group CBRE Stock Holding History

Third View Private 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
Q3 		$1.05M Sell
8,177
-5,696
-41% -$816K 0.12% 121
2026
Q2 		$1.87M Sell
13,873
-366
-3% -$50.4K 0.23% 94
2026
Q1 		$1.93M Buy
14,239
+1,148
+9% +$174K 0.26% 86
2025
Q4 		$2.1M Buy
+13,091
New +$2.06M 0.28% 85

Other funds holding CBRE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Third View Private Wealth's CBRE Position: Q3 2026 in Review

Third View Private Wealth reduced its CBRE Group (CBRE) stake by 41% in Q3 2026, selling an estimated $816K and leaving 8,177 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #121.

Third View Private Wealth first reported a position in CBRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q4 2025. 522 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Third View Private Wealth held 8,177 shares of CBRE Group worth $1.05M as of Q3 2026.
  • Third View Private Wealth sold 5,696 CBRE Group shares in Q3 2026, an estimated $816K.
  • CBRE Group made up 0.12% of Third View Private Wealth's portfolio in Q3 2026, its #121 holding.
  • Third View Private Wealth first reported a position in CBRE Group in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's CBRE Group position peaked at $2.1M in Q4 2025.
  • 522 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.