Trust Company of Vermont’s CBRE Group CBRE Stock Holding History

Trust Company of Vermont’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	$38.9K	Buy	+289	New	+$39.8K	﹤0.01%	666
2025 Q4	$46.5K	Buy	289 +139	+93%	+$21.9K	﹤0.01%	573
2025 Q3	$23.6K	Hold	150	–	–	﹤0.01%	712
2025 Q2	$21K	Hold	150	–	–	﹤0.01%	705
2025 Q1	$19.6K	Sell	150 -39	-21%	-$5.3K	﹤0.01%	674
2024 Q4	$24.8K	Hold	189	–	–	﹤0.01%	639
2024 Q3	$23.5K	Hold	189	–	–	﹤0.01%	633
2024 Q2	$16.8K	Hold	189	–	–	﹤0.01%	634
2024 Q1	$18.4K	Hold	189	–	–	﹤0.01%	633
2023 Q4	$17.6K	Buy	+189	New	+$14.7K	﹤0.01%	567
2023 Q1	–	Sell	-1	Closed	-$77	–	877
2022 Q4	$77	Hold	1	–	–	﹤0.01%	860
2022 Q3	$0	Buy	+1	New	+$79	﹤0.01%	967
2022 Q1	–	Sell	-65	Closed	-$7K	–	382
2021 Q4	$7K	Buy	+65	New	+$6.66K	﹤0.01%	697
2021 Q3	–	Sell	-65	Closed	-$6K	–	375
2021 Q2	$6K	Buy	+65	New	+$5.55K	﹤0.01%	677
2020 Q1	–	Sell	-77	Closed	-$5K	–	876
2019 Q4	$5K	Hold	77	–	–	﹤0.01%	774
2019 Q3	$4K	Hold	77	–	–	﹤0.01%	841
2019 Q2	$4K	Hold	77	–	–	﹤0.01%	859
2019 Q1	$4K	Sell	77 -77	-50%	-$3.62K	﹤0.01%	811
2018 Q4	$6K	Sell	154 -114	-43%	-$4.71K	﹤0.01%	798
2018 Q3	$12K	Hold	268	–	–	﹤0.01%	772
2018 Q2	$13K	Buy	+268	New	+$12.7K	﹤0.01%	771

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trust Company of Vermont's CBRE Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in CBRE Group (CBRE) in Q2 2026: 289 shares worth $38.9K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in CBRE as recently as Q4 2025.

Trust Company of Vermont first reported a position in CBRE in Q2 2018 and has held it in 21 quarters since. The position peaked at $46.5K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Trust Company of Vermont held 289 shares of CBRE Group worth $38.9K as of Q2 2026.
CBRE Group was a new Trust Company of Vermont position in Q2 2026.
CBRE Group made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #666 holding.
Trust Company of Vermont first reported a position in CBRE Group in Q2 2018 and has held it in 21 quarters since.
Trust Company of Vermont's CBRE Group position peaked at $46.5K in Q4 2025.
1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.