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Vision Retirement’s CBRE Group CBRE Stock Holding History

Vision Retirement’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 		$3.77K Hold
28
– – ﹤0.01% 532
2026
Q1 		$3.79K Hold
28
– – ﹤0.01% 515
2025
Q4 		$4.5K Buy
+28
New +$4.4K ﹤0.01% 489

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vision Retirement's CBRE Position: Q2 2026 in Review

Vision Retirement held its CBRE Group (CBRE) position steady in Q2 2026 at 28 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Vision Retirement first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.5K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Vision Retirement held 28 shares of CBRE Group worth $3.77K as of Q2 2026.
  • Vision Retirement left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #532 holding.
  • Vision Retirement first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's CBRE Group position peaked at $4.5K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.