Turtle Creek Wealth Advisors’s CBRE Group CBRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$202K Buy
1,494
+153
+11% +$23.2K 0.02% 400
2025
Q4
$216K Sell
1,341
-6
-0.4% -$943 0.02% 372
2025
Q3
$212K Buy
+1,347
New +$208K 0.02% 348
2024
Q1
Sell
-486
Closed -$45.2K 294
2023
Q4
$45.2K Buy
+486
New +$37.8K 0.01% 276

Other funds holding CBRE

Turtle Creek Wealth Advisors's CBRE Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its CBRE Group (CBRE) stake by 11% in Q1 2026, buying an estimated $23.2K and bringing the position to 1,494 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #400.

Turtle Creek Wealth Advisors first reported a position in CBRE in Q4 2023 and has held it in 4 quarters since. The position peaked at $216K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Turtle Creek Wealth Advisors held 1,494 shares of CBRE Group worth $202K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 153 CBRE Group shares in Q1 2026, an estimated $23.2K.
  • CBRE Group made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #400 holding.
  • Turtle Creek Wealth Advisors first reported a position in CBRE Group in Q4 2023 and has held it in 4 quarters since.
  • Turtle Creek Wealth Advisors's CBRE Group position peaked at $216K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.