VWA
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Valued Wealth Advisors’s CBRE Group CBRE Stock Holding History

Valued Wealth 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 		$405 Hold
3
– – ﹤0.01% 860
2026
Q1 		$407 Sell
3
-5
-63% -$760 ﹤0.01% 679
2025
Q4 		$1.29K Hold
8
– – ﹤0.01% 441
2025
Q3 		$1.26K Hold
8
– – ﹤0.01% 431
2025
Q2 		$1.12K Hold
8
– – ﹤0.01% 430
2025
Q1 		$1.05K Hold
8
– – ﹤0.01% 481
2024
Q4 		$1.05K Hold
8
– – ﹤0.01% 471
2024
Q3 		$996 Hold
8
– – ﹤0.01% 453
2024
Q2 		$713 Hold
8
– – ﹤0.01% 472
2024
Q1 		$778 Buy
8
+5
+167% +$449 ﹤0.01% 461
2023
Q4 		$222 Buy
+3
New +$233 ﹤0.01% 495

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Valued Wealth Advisors's CBRE Position: Q2 2026 in Review

Valued Wealth Advisors held its CBRE Group (CBRE) position steady in Q2 2026 at 3 shares worth $405. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Valued Wealth Advisors first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29K in Q4 2025. 240 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Valued Wealth Advisors held 3 shares of CBRE Group worth $405 as of Q2 2026.
  • Valued Wealth Advisors left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #860 holding.
  • Valued Wealth Advisors first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's CBRE Group position peaked at $1.29K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.