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
Q2 		$732K Buy
5,433
+2,933
+117% +$404K 0.05% 346
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 $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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's CBRE Position: Q2 2026 in Review

Transcend Capital Advisors increased its CBRE Group (CBRE) stake by 117% in Q2 2026, buying an estimated $404K and bringing the position to 5,433 shares worth $732K. The position accounts for 0.05% of the portfolio, ranked #346.

Transcend Capital Advisors first reported a position in CBRE in Q2 2024 and has held it in 9 quarters since. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Transcend Capital Advisors held 5,433 shares of CBRE Group worth $732K as of Q2 2026.
  • Transcend Capital Advisors bought 2,933 CBRE Group shares in Q2 2026, an estimated $404K.
  • CBRE Group made up 0.05% of Transcend Capital Advisors's portfolio in Q2 2026, its #346 holding.
  • Transcend Capital Advisors first reported a position in CBRE Group in Q2 2024 and has held it in 9 quarters since.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.