TCA
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Transcend Capital Advisors’s CBRE Group CBRE Stock Holding History

Transcend Capital 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
Q1 		$339K Sell
2,500
-134
-5% -$20.4K 0.03% 506
2025
Q4 		$424K Sell
2,634
-420
-14% -$66K 0.03% 405
2025
Q3 		$481K Sell
3,054
-697
-19% -$108K 0.03% 380
2025
Q2 		$526K Buy
3,751
+662
+21% +$83.7K 0.04% 330
2025
Q1 		$404K Sell
3,089
-1,191
-28% -$162K 0.03% 406
2024
Q4 		$562K Sell
4,280
-1,092
-20% -$143K 0.04% 325
2024
Q3 		$669K Sell
5,372
-546
-9% -$59.5K 0.04% 332
2024
Q2 		$527K Buy
+5,918
New +$525K 0.04% 344

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transcend Capital Advisors's CBRE Position: Q1 2026 in Review

Transcend Capital Advisors reduced its CBRE Group (CBRE) stake by 5.1% in Q1 2026, selling an estimated $20.4K and leaving 2,500 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #506.

Transcend Capital Advisors first reported a position in CBRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $669K in Q3 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Transcend Capital Advisors held 2,500 shares of CBRE Group worth $339K as of Q1 2026.
  • Transcend Capital Advisors sold 134 CBRE Group shares in Q1 2026, an estimated $20.4K.
  • CBRE Group made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #506 holding.
  • Transcend Capital Advisors first reported a position in CBRE Group in Q2 2024 and has held it in 8 quarters since.
  • Transcend Capital Advisors's CBRE Group position peaked at $669K in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.