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Tortoise Investment Management’s CBRE Group CBRE Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-16
Closed -$2.52K – 420
2025
Q3 		$2.52K Buy
16
+4
+33% +$619 ﹤0.01% 827
2025
Q2 		$1.68K Buy
+12
New +$1.52K ﹤0.01% 844

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Tortoise Investment Management's CBRE Position: Q4 2025 in Review

Tortoise Investment Management sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 16 shares — an estimated $2.52K sold.

Tortoise Investment Management first reported a position in CBRE in Q2 2025 and held it in 2 quarters. The position peaked at $2.52K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Tortoise Investment Management reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 16 CBRE Group shares in Q4 2025, an estimated $2.52K.
  • Tortoise Investment Management first reported a position in CBRE Group in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's CBRE Group position peaked at $2.52K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.