VCI Wealth Management’s CBRE Group CBRE Stock Holding History

VCI Wealth Management’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
2025 Q4	–	Sell	-6,121	Closed	-$964K	–	116
2025 Q3	$964K	Buy	+6,121	New	+$947K	0.29%	82

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

VCI Wealth Management's CBRE Position: Q4 2025 in Review

VCI Wealth Management sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 6,121 shares — an estimated $964K sold.

VCI Wealth Management first reported a position in CBRE in Q3 2025 and held it in 1 quarter. The position peaked at $964K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

VCI Wealth Management reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
VCI Wealth Management sold 6,121 CBRE Group shares in Q4 2025, an estimated $964K.
VCI Wealth Management first reported a position in CBRE Group in Q3 2025 and held it in 1 quarter.
VCI Wealth Management's CBRE Group position peaked at $964K in Q3 2025.
1,108 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on VCI Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.