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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
2026
Q2 		$2.02K Buy
+15
New +$2.07K ﹤0.01% 304
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

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

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

Trifecta Capital Advisors opened a new position in CBRE Group (CBRE) in Q2 2026: 15 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in CBRE as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in CBRE in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.67K in Q3 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Trifecta Capital Advisors held 15 shares of CBRE Group worth $2.02K as of Q2 2026.
  • CBRE Group was a new Trifecta Capital Advisors position in Q2 2026.
  • CBRE Group made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #304 holding.
  • Trifecta Capital Advisors first reported a position in CBRE Group in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's CBRE Group position peaked at $8.67K in Q3 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.