Tolleson Wealth Management’s CBRE Group CBRE Stock Holding History

Tolleson Wealth 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 Q2	$269K	Hold	2,000	–	–	0.04%	83
2026 Q1	$271K	Hold	2,000	–	–	0.04%	84
2025 Q4	$322K	Sell	2,000 -74	-4%	-$11.6K	0.05%	77
2025 Q3	$327K	Buy	2,074 +74	+4%	+$11.4K	0.05%	75
2025 Q2	$280K	Hold	2,000	–	–	0.05%	77
2025 Q1	$262K	Hold	2,000	–	–	0.05%	77
2024 Q4	$263K	Hold	2,000	–	–	0.05%	90
2024 Q3	$249K	Buy	+2,000	New	+$218K	0.05%	77
2022 Q1	–	Sell	-2,000	Closed	-$217K	–	71
2021 Q4	$217K	Buy	+2,000	New	+$205K	0.06%	68
2020 Q1	–	Sell	-3,575	Closed	-$219K	–	65
2019 Q4	$219K	Buy	+3,575	New	+$198K	0.11%	63

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tolleson Wealth Management's CBRE Position: Q2 2026 in Review

Tolleson Wealth Management held its CBRE Group (CBRE) position steady in Q2 2026 at 2,000 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #83.

Tolleson Wealth Management first reported a position in CBRE in Q4 2019 and has held it in 10 quarters since. The position peaked at $327K in Q3 2025. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Tolleson Wealth Management held 2,000 shares of CBRE Group worth $269K as of Q2 2026.
Tolleson Wealth Management left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.04% of Tolleson Wealth Management's portfolio in Q2 2026, its #83 holding.
Tolleson Wealth Management first reported a position in CBRE Group in Q4 2019 and has held it in 10 quarters since.
Tolleson Wealth Management's CBRE Group position peaked at $327K in Q3 2025.
1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.