UWS
CBRE icon

Unique Wealth Strategies’s CBRE Group CBRE Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-23
Closed -$2.24K – 285
2024
Q2 		$2.24K Buy
+23
New +$2.04K ﹤0.01% 471

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Unique Wealth Strategies's CBRE Position: Q3 2024 in Review

Unique Wealth Strategies sold out of CBRE Group (CBRE) in Q3 2024, closing a stake of 23 shares — an estimated $2.24K sold.

Unique Wealth Strategies first reported a position in CBRE in Q2 2024 and held it in 1 quarter. The position peaked at $2.24K in Q2 2024. 863 funds tracked by Wall St. Rank hold CBRE as of Q3 2024.

  • Unique Wealth Strategies reported no remaining CBRE Group position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 23 CBRE Group shares in Q3 2024, an estimated $2.24K.
  • Unique Wealth Strategies first reported a position in CBRE Group in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's CBRE Group position peaked at $2.24K in Q2 2024.
  • 863 funds tracked by Wall St. Rank held CBRE Group as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.