Valley National Advisers’s CBRE Group CBRE Stock Holding History

Valley National Advisers’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	$1.35K	Buy	+10	New	+$1.38K	﹤0.01%	845
2026 Q1	–	Sell	-28	Closed	-$4K	–	876
2025 Q4	$4K	Buy	28 +6	+27%	+$943	﹤0.01%	699
2025 Q3	$3K	Buy	+22	New	+$3.4K	﹤0.01%	688
2024 Q3	–	Sell	-75	Closed	-$6K	–	810
2024 Q2	$6K	Buy	75 +5	+7%	+$444	﹤0.01%	711
2024 Q1	$6K	Buy	70 +15	+27%	+$1.35K	﹤0.01%	735
2023 Q4	$5K	Buy	+55	New	+$4.28K	﹤0.01%	774
2022 Q4	–	Sell	-42	Closed	-$3K	–	857
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	729
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	707
2022 Q1	$4K	Hold	42	–	–	﹤0.01%	709
2021 Q4	$5K	Hold	42	–	–	﹤0.01%	681
2021 Q3	$4K	Hold	42	–	–	﹤0.01%	687
2021 Q2	$4K	Hold	42	–	–	﹤0.01%	693
2021 Q1	$3K	Hold	42	–	–	﹤0.01%	685
2020 Q4	$3K	Hold	42	–	–	﹤0.01%	654
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	645
2020 Q2	$2K	Buy	+42	New	+$1.81K	﹤0.01%	643
2019 Q1	–	Sell	-52	Closed	-$2K	–	738
2018 Q4	$2K	Buy	+52	New	+$2.15K	﹤0.01%	627
2016 Q1	–	Sell	-89	Closed	-$3K	–	601
2015 Q4	$3K	Hold	89	–	–	﹤0.01%	484
2015 Q3	$3K	Hold	89	–	–	﹤0.01%	482
2015 Q2	$3K	Buy	+89	New	+$3.38K	﹤0.01%	486

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 $3.37T AUM 44.26% 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

Valley National Advisers's CBRE Position: Q2 2026 in Review

Valley National Advisers opened a new position in CBRE Group (CBRE) in Q2 2026: 10 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in CBRE as recently as Q4 2025.

Valley National Advisers first reported a position in CBRE in Q2 2015 and has held it in 20 quarters since. The position peaked at $6K in Q2 2024. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Valley National Advisers held 10 shares of CBRE Group worth $1.35K as of Q2 2026.
CBRE Group was a new Valley National Advisers position in Q2 2026.
CBRE Group made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #845 holding.
Valley National Advisers first reported a position in CBRE Group in Q2 2015 and has held it in 20 quarters since.
Valley National Advisers's CBRE Group position peaked at $6K in Q2 2024.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.