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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Third View Private Wealth's CBRE Position: Q2 2026 in Review

Third View Private Wealth reduced its CBRE Group (CBRE) stake by 2.6% in Q2 2026, selling an estimated $50.4K and leaving 13,873 shares worth $1.87M. The position accounts for 0.23% of the portfolio, ranked #94.

Third View Private Wealth first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q4 2025. 545 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Third View Private Wealth held 13,873 shares of CBRE Group worth $1.87M as of Q2 2026.
  • Third View Private Wealth sold 366 CBRE Group shares in Q2 2026, an estimated $50.4K.
  • CBRE Group made up 0.23% of Third View Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Third View Private Wealth first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's CBRE Group position peaked at $2.1M in Q4 2025.
  • 545 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.