Vivid Wealth Management’s CBRE Group CBRE Stock Holding History

Vivid 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 Q1	–	Sell	-17,219	Closed	-$2.26M	–	62
2024 Q4	$2.26M	Buy	+17,219	New	+$2.25M	1.14%	36

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

AIM

Alphinity Investment Management Sydney, Australia $5.68B AUM 26.72% 1-Year Est. Return

Vivid Wealth Management's CBRE Position: Q1 2025 in Review

Vivid Wealth Management sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 17,219 shares — an estimated $2.26M sold.

Vivid Wealth Management first reported a position in CBRE in Q4 2024 and held it in 1 quarter. The position peaked at $2.26M in Q4 2024. 985 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

Vivid Wealth Management reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
Vivid Wealth Management sold 17,219 CBRE Group shares in Q1 2025, an estimated $2.26M.
Vivid Wealth Management first reported a position in CBRE Group in Q4 2024 and held it in 1 quarter.
Vivid Wealth Management's CBRE Group position peaked at $2.26M in Q4 2024.
985 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Vivid Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.