RWML
CBRE icon

RAFFA WEALTH MANAGEMENT, LLC’s CBRE Group CBRE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$11.2K Buy
83
+6
+8% +$827 ﹤0.01% 405
2026
Q1 		$10.4K Buy
77
+3
+4% +$456 ﹤0.01% 383
2025
Q4 		$11.9K Hold
74
– – ﹤0.01% 351
2025
Q3 		$11.7K Sell
74
-127
-63% -$19.6K ﹤0.01% 334
2025
Q2 		$28.2K Buy
201
+137
+214% +$17.3K 0.01% 222
2025
Q1 		$8.37K Hold
64
– – ﹤0.01% 344
2024
Q4 		$8.4K Hold
64
– – ﹤0.01% 361
2024
Q3 		$7.97K Sell
64
-374
-85% -$40.8K ﹤0.01% 344
2024
Q2 		$39K Hold
438
– – 0.01% 218
2024
Q1 		$42.6K Buy
438
+374
+584% +$33.6K 0.01% 205
2023
Q4 		$5.96K Hold
64
– – ﹤0.01% 371
2023
Q3 		$4.73K Hold
64
– – ﹤0.01% 388
2023
Q2 		$5.17K Hold
64
– – ﹤0.01% 388
2023
Q1 		$4.66K Hold
64
– – ﹤0.01% 422
2022
Q4 		$4.92K Sell
64
-10
-14% -$739 ﹤0.01% 388
2022
Q3 		$5K Buy
74
+10
+16% +$793 ﹤0.01% 389
2022
Q2 		$4.71K Hold
64
– – ﹤0.01% 404
2022
Q1 		$5.86K Hold
64
– – ﹤0.01% 378
2021
Q4 		$6.95K Hold
64
– – ﹤0.01% 361
2021
Q3 		$6.23K Hold
64
– – ﹤0.01% 335
2021
Q2 		$5.49K Sell
64
-5
-7% -$427 ﹤0.01% 361
2021
Q1 		$5.46K Buy
69
+14
+25% +$990 ﹤0.01% 386
2020
Q4 		$3.45K Buy
55
+20
+57% +$1.13K ﹤0.01% 431
2020
Q3 		$1.64K Hold
35
– – ﹤0.01% 537
2020
Q2 		$1.58K Buy
35
+5
+17% +$216 ﹤0.01% 530
2020
Q1 		$1.13K Buy
30
+8
+36% +$442 ﹤0.01% 554
2019
Q4 		$1.35K Hold
22
– – ﹤0.01% 508
2019
Q3 		$1.17K Buy
+22
New +$1.16K ﹤0.01% 536
2019
Q2 		– Sell
-22
Closed -$1.09K – 842
2019
Q1 		$1.09K Buy
+22
New +$1.03K ﹤0.01% 533

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CBRE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its CBRE Group (CBRE) stake by 7.8% in Q2 2026, buying an estimated $827 and bringing the position to 83 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CBRE in Q1 2019 and has held it in 29 quarters since. The position peaked at $42.6K in Q1 2024. 278 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 83 shares of CBRE Group worth $11.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 6 CBRE Group shares in Q2 2026, an estimated $827.
  • CBRE Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #405 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in CBRE Group in Q1 2019 and has held it in 29 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's CBRE Group position peaked at $42.6K in Q1 2024.
  • 278 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.