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Trifecta Capital Advisors’s CBRE Group CBRE Stock Holding History

Trifecta 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
2025
Q4 		– Sell
-55
Closed -$8.67K – 288
2025
Q3 		$8.67K Hold
55
– – ﹤0.01% 247
2025
Q2 		$7.71K Hold
55
– – ﹤0.01% 248
2025
Q1 		$7.19K Hold
55
– – ﹤0.01% 226
2024
Q4 		$7.22K Hold
55
– – ﹤0.01% 220
2024
Q3 		$6.85K Hold
55
– – ﹤0.01% 230
2024
Q2 		$4.9K Hold
55
– – ﹤0.01% 244
2024
Q1 		$5.35K Hold
55
– – ﹤0.01% 227
2023
Q4 		$5.12K Hold
55
– – ﹤0.01% 249
2023
Q3 		$4.06K Hold
55
– – ﹤0.01% 246
2023
Q2 		$4.44K Hold
55
– – ﹤0.01% 231
2023
Q1 		$4K Hold
55
– – ﹤0.01% 236
2022
Q4 		$4.23K Buy
+55
New +$4.06K ﹤0.01% 227

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Trifecta Capital Advisors's CBRE Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 55 shares — an estimated $8.67K sold.

Trifecta Capital Advisors first reported a position in CBRE in Q4 2022 and held it in 12 quarters. The position peaked at $8.67K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 55 CBRE Group shares in Q4 2025, an estimated $8.67K.
  • Trifecta Capital Advisors first reported a position in CBRE Group in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's CBRE Group position peaked at $8.67K in Q3 2025.
  • 1,108 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.