UCFA
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United Capital Financial Advisors’s CBRE Group CBRE Stock Holding History

United Capital Financial 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
2026
Q2 		$2.05M Buy
15,241
+87
+0.6% +$12K 0.01% 577
2026
Q1 		$2.05M Buy
15,154
+1,017
+7% +$155K 0.01% 542
2025
Q4 		$2.27M Sell
14,137
-745
-5% -$117K 0.01% 505
2025
Q3 		$2.34M Buy
14,882
+4,863
+49% +$752K 0.02% 434
2025
Q2 		$1.4M Sell
10,019
-151
-1% -$19.1K 0.01% 514
2025
Q1 		$1.33M Buy
10,170
+490
+5% +$66.6K 0.01% 511
2024
Q4 		$1.27M Buy
9,680
+184
+2% +$24.1K 0.01% 506
2024
Q3 		$1.18M Buy
9,496
+930
+11% +$101K 0.01% 505
2024
Q2 		$763K Buy
8,566
+63
+0.7% +$5.59K 0.01% 598
2024
Q1 		$827K Buy
8,503
+136
+2% +$12.2K 0.01% 610
2023
Q4 		$779K Buy
8,367
+4,522
+118% +$352K 0.01% 611
2023
Q3 		$284K Sell
3,845
-729
-16% -$60.5K ﹤0.01% 736
2023
Q2 		$369K Buy
+4,574
New +$342K ﹤0.01% 733
2020
Q1 		– Sell
-11,333
Closed -$695K – 1220
2019
Q4 		$695K Buy
11,333
+4,307
+61% +$239K ﹤0.01% 897
2019
Q3 		$372K Sell
7,026
-4,738
-40% -$249K ﹤0.01% 1031
2019
Q2 		$603K Buy
11,764
+1,582
+16% +$78.6K ﹤0.01% 978
2019
Q1 		$503K Buy
10,182
+4,718
+86% +$222K ﹤0.01% 979
2018
Q4 		$219K Buy
+5,464
New +$226K ﹤0.01% 1169
2018
Q3 		– Sell
-8,267
Closed -$395K – 1334
2018
Q2 		$395K Buy
8,267
+206
+3% +$9.74K ﹤0.01% 1001
2018
Q1 		$381K Sell
8,061
-1,781
-18% -$81.1K ﹤0.01% 1022
2017
Q4 		$426K Buy
9,842
+259
+3% +$10.7K ﹤0.01% 1012
2017
Q3 		$363K Buy
9,583
+1,481
+18% +$54.5K ﹤0.01% 1052
2017
Q2 		$295K Buy
8,102
+339
+4% +$11.8K ﹤0.01% 1077
2017
Q1 		$270K Sell
7,763
-1,544
-17% -$51.6K ﹤0.01% 1082
2016
Q4 		$293K Buy
+9,307
New +$269K ﹤0.01% 1058

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Capital Financial Advisors's CBRE Position: Q2 2026 in Review

United Capital Financial Advisors increased its CBRE Group (CBRE) stake by 0.57% in Q2 2026, buying an estimated $12K and bringing the position to 15,241 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #577.

United Capital Financial Advisors first reported a position in CBRE in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.34M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • United Capital Financial Advisors held 15,241 shares of CBRE Group worth $2.05M as of Q2 2026.
  • United Capital Financial Advisors bought 87 CBRE Group shares in Q2 2026, an estimated $12K.
  • CBRE Group made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #577 holding.
  • United Capital Financial Advisors first reported a position in CBRE Group in Q4 2016 and has held it in 25 quarters since.
  • United Capital Financial Advisors's CBRE Group position peaked at $2.34M in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.