TNA
CBRE icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $15.1B AUM 23.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return