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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vance Wealth's CBRE Position: Q1 2026 in Review

Vance Wealth reduced its CBRE Group (CBRE) stake by 11% in Q1 2026, selling an estimated $90.3K and leaving 4,871 shares worth $660K. The position accounts for 0.19% of the portfolio, ranked #64.

Vance Wealth first reported a position in CBRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Vance Wealth held 4,871 shares of CBRE Group worth $660K as of Q1 2026.
Vance Wealth sold 594 CBRE Group shares in Q1 2026, an estimated $90.3K.
CBRE Group made up 0.19% of Vance Wealth's portfolio in Q1 2026, its #64 holding.
Vance Wealth first reported a position in CBRE Group in Q4 2021 and has held it in 18 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 Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.