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Transamerica Financial Advisors’s CBRE Group CBRE Stock Holding History

Transamerica Financial Advisors’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 		$31.2K Sell
231
-18
-7% -$2.48K ﹤0.01% 784
2026
Q1 		$33.9K Buy
249
+107
+75% +$16.3K ﹤0.01% 708
2025
Q4 		$22.8K Buy
142
+58
+69% +$9.12K ﹤0.01% 690
2025
Q3 		$13.2K Buy
84
+82
+4,100% +$12.7K ﹤0.01% 679
2025
Q2 		$262 Hold
2
– – ﹤0.01% 467
2025
Q1 		$1K Hold
2
– – ﹤0.01% 434
2024
Q4 		$1K Hold
2
– – ﹤0.01% 426
2024
Q3 		$1K Sell
2
-496
-100% -$54.1K ﹤0.01% 432
2024
Q2 		$45K Hold
498
– – ﹤0.01% 279
2024
Q1 		$49K Sell
498
-1,921
-79% -$173K 0.01% 302
2023
Q4 		$226K Sell
2,419
-661
-21% -$51.4K 0.03% 234
2023
Q3 		$228K Sell
3,080
-90
-3% -$7.46K 0.03% 216
2023
Q2 		$256K Sell
3,170
-16
-0.5% -$1.2K 0.03% 214
2023
Q1 		$232K Buy
3,186
+405
+15% +$33.1K 0.03% 224
2022
Q4 		$214K Sell
2,781
-104
-4% -$7.68K 0.03% 223
2022
Q3 		$195K Sell
2,885
-25
-0.9% -$1.98K 0.03% 222
2022
Q2 		$215K Buy
+2,910
New +$234K 0.03% 222

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Transamerica Financial Advisors's CBRE Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its CBRE Group (CBRE) stake by 7.2% in Q2 2026, selling an estimated $2.48K and leaving 231 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Transamerica Financial Advisors first reported a position in CBRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $256K in Q2 2023. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Transamerica Financial Advisors held 231 shares of CBRE Group worth $31.2K as of Q2 2026.
  • Transamerica Financial Advisors sold 18 CBRE Group shares in Q2 2026, an estimated $2.48K.
  • CBRE Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #784 holding.
  • Transamerica Financial Advisors first reported a position in CBRE Group in Q2 2022 and has held it in 17 quarters since.
  • Transamerica Financial Advisors's CBRE Group position peaked at $256K in Q2 2023.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.