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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Trust Company of Vermont's CBRE Position: Q4 2025 in Review

Trust Company of Vermont increased its CBRE Group (CBRE) stake by 93% in Q4 2025, buying an estimated $21.9K and bringing the position to 289 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Trust Company of Vermont first reported a position in CBRE in Q2 2018 and has held it in 20 quarters since. 1,108 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

Trust Company of Vermont held 289 shares of CBRE Group worth $46.5K as of Q4 2025.
Trust Company of Vermont bought 139 CBRE Group shares in Q4 2025, an estimated $21.9K.
CBRE Group made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #573 holding.
Trust Company of Vermont first reported a position in CBRE Group in Q2 2018 and has held it in 20 quarters since.
1,108 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.