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 Q3	$1.93K	Hold	15	–	–	﹤0.01%	292
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Trifecta Capital Advisors's CBRE Position: Q3 2026 in Review

Trifecta Capital Advisors held its CBRE Group (CBRE) position steady in Q3 2026 at 15 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Trifecta Capital Advisors first reported a position in CBRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.67K in Q3 2025. 522 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

Trifecta Capital Advisors held 15 shares of CBRE Group worth $1.93K as of Q3 2026.
Trifecta Capital Advisors left its CBRE Group share count unchanged in Q3 2026.
CBRE Group made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #292 holding.
Trifecta Capital Advisors first reported a position in CBRE Group in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's CBRE Group position peaked at $8.67K in Q3 2025.
522 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.