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Waldron Private Wealth’s CBRE Group CBRE Stock Holding History

Waldron Private 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
2025
Q1 		– Sell
-3,268
Closed -$429K – 313
2024
Q4 		$429K Buy
3,268
+1,640
+101% +$215K 0.02% 271
2024
Q3 		$203K Buy
+1,628
New +$177K 0.01% 401

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Waldron Private Wealth's CBRE Position: Q1 2025 in Review

Waldron Private Wealth sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 3,268 shares — an estimated $429K sold.

Waldron Private Wealth first reported a position in CBRE in Q3 2024 and held it in 2 quarters. The position peaked at $429K in Q4 2024. 990 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Waldron Private Wealth reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 3,268 CBRE Group shares in Q1 2025, an estimated $429K.
  • Waldron Private Wealth first reported a position in CBRE Group in Q3 2024 and held it in 2 quarters.
  • Waldron Private Wealth's CBRE Group position peaked at $429K in Q4 2024.
  • 990 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.