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Vance Wealth’s CBRE Group CBRE Stock Holding History

Vance Wealth’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 		$656K Hold
4,871
– – 0.15% 70
2026
Q1 		$660K Sell
4,871
-594
-11% -$90.3K 0.19% 64
2025
Q4 		$879K Sell
5,465
-587
-10% -$92.3K 0.26% 52
2025
Q3 		$954K Sell
6,052
-1,025
-14% -$159K 0.29% 54
2025
Q2 		$992K Buy
7,077
+21
+0.3% +$2.66K 0.33% 49
2025
Q1 		$923K Sell
7,056
-1,490
-17% -$202K 0.35% 46
2024
Q4 		$1.12M Sell
8,546
-25
-0.3% -$3.27K 0.43% 40
2024
Q3 		$1.07M Sell
8,571
-988
-10% -$108K 0.4% 39
2024
Q2 		$852K Buy
9,559
+7
+0.1% +$621 0.35% 42
2024
Q1 		$929K Sell
9,552
-4,931
-34% -$443K 0.37% 42
2023
Q4 		$1.35M Buy
14,483
+2
+0% +$155 0.58% 34
2023
Q3 		$1.07M Hold
14,481
– – 0.5% 36
2023
Q2 		$1.17M Hold
14,481
– – 0.53% 36
2023
Q1 		$1.05M Hold
14,481
– – 0.57% 32
2022
Q4 		$1.11M Hold
14,481
– – 0.7% 31
2022
Q3 		$978K Hold
14,481
– – 0.75% 24
2022
Q2 		$1.07M Hold
14,481
– – 0.82% 22
2022
Q1 		$1.32M Sell
14,481
-70
-0.5% -$6.82K 1.68% 13
2021
Q4 		$1.58M Buy
+14,551
New +$1.49M 1.55% 8

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

Vance Wealth's CBRE Position: Q2 2026 in Review

Vance Wealth held its CBRE Group (CBRE) position steady in Q2 2026 at 4,871 shares worth $656K. The position accounts for 0.15% of the portfolio, ranked #70.

Vance Wealth first reported a position in CBRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Vance Wealth held 4,871 shares of CBRE Group worth $656K as of Q2 2026.
  • Vance Wealth left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.15% of Vance Wealth's portfolio in Q2 2026, its #70 holding.
  • Vance Wealth first reported a position in CBRE Group in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's CBRE Group position peaked at $1.58M in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.