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Triad Investment Management’s CBRE Group CBRE Stock Holding History

Triad 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
2026
Q2 		$249K Sell
1,852
-500
-21% -$68.9K 0.28% 33
2026
Q1 		$319K Sell
2,352
-7,874
-77% -$1.2M 0.38% 34
2025
Q4 		$1.64M Buy
+10,226
New +$1.61M 1.67% 25
2024
Q1 		$1.58M Sell
16,263
-5,034
-24% -$452K 1.92% 23
2023
Q4 		$1.98M Sell
21,297
-133
-0.6% -$10.3K 2.6% 19
2023
Q3 		$1.58M Buy
21,430
+548
+3% +$45.4K 2.31% 21
2023
Q2 		$1.69M Buy
20,882
+24
+0.1% +$1.8K 2.34% 19
2023
Q1 		$1.52M Sell
20,858
-1,000
-5% -$81.7K 2.21% 18
2022
Q4 		$1.68M Buy
21,858
+337
+2% +$24.9K 2.63% 16
2022
Q3 		$1.45M Sell
21,521
-879
-4% -$69.7K 2.52% 17
2022
Q2 		$1.65M Sell
22,400
-8,450
-27% -$680K 2.44% 19
2022
Q1 		$2.82M Sell
30,850
-342
-1% -$33.3K 2.67% 17
2021
Q4 		$3.38M Buy
+31,192
New +$3.2M 3.07% 11
2020
Q4 		$2.02M Sell
32,155
-351
-1% -$19.8K 2.24% 23
2020
Q3 		$1.53M Sell
32,506
-82
-0.3% -$3.74K 2.16% 23
2020
Q2 		$1.47M Buy
+32,588
New +$1.41M 2% 25

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

Triad Investment Management's CBRE Position: Q2 2026 in Review

Triad Investment Management reduced its CBRE Group (CBRE) stake by 21% in Q2 2026, selling an estimated $68.9K and leaving 1,852 shares worth $249K. The position accounts for 0.28% of the portfolio, ranked #33.

Triad Investment Management first reported a position in CBRE in Q2 2020 and has held it in 16 quarters since. The position peaked at $3.38M in Q4 2021. 327 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Triad Investment Management held 1,852 shares of CBRE Group worth $249K as of Q2 2026.
  • Triad Investment Management sold 500 CBRE Group shares in Q2 2026, an estimated $68.9K.
  • CBRE Group made up 0.28% of Triad Investment Management's portfolio in Q2 2026, its #33 holding.
  • Triad Investment Management first reported a position in CBRE Group in Q2 2020 and has held it in 16 quarters since.
  • Triad Investment Management's CBRE Group position peaked at $3.38M in Q4 2021.
  • 327 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.