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True North Advisors’s CBRE Group CBRE Stock Holding History

True North 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
Q2 		– Sell
-13,267
Closed -$1.74M – 234
2025
Q1 		$1.74M Buy
+13,267
New +$1.8M 0.31% 72
2024
Q4 		– Sell
-12,905
Closed -$1.61M – 195
2024
Q3 		$1.61M Sell
12,905
-865
-6% -$94.3K 0.42% 36
2024
Q2 		$1.23M Buy
13,770
+779
+6% +$69.1K 0.33% 48
2024
Q1 		$1.26M Buy
12,991
+2,224
+21% +$200K 0.35% 49
2023
Q4 		$1M Sell
10,767
-2,150
-17% -$167K 0.26% 59
2023
Q3 		$954K Buy
+12,917
New +$1.07M 0.29% 66
2023
Q2 		– Sell
-12,917
Closed -$940K – 210
2023
Q1 		$940K Sell
12,917
-1,205
-9% -$98.5K 0.28% 85
2022
Q4 		$1.09M Buy
+14,122
New +$1.04M 0.37% 70

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

True North Advisors's CBRE Position: Q2 2025 in Review

True North Advisors sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 13,267 shares — an estimated $1.74M sold.

True North Advisors first reported a position in CBRE in Q4 2022 and held it in 8 quarters. The position peaked at $1.74M in Q1 2025. 1,015 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • True North Advisors reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
  • True North Advisors sold 13,267 CBRE Group shares in Q2 2025, an estimated $1.74M.
  • True North Advisors first reported a position in CBRE Group in Q4 2022 and held it in 8 quarters.
  • True North Advisors's CBRE Group position peaked at $1.74M in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on True North Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.