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Walkner Condon Financial Advisors’s CBRE Group CBRE Stock Holding History

Walkner Condon Financial Advisors’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 		$211K Sell
1,564
-21
-1% -$2.89K 0.02% 330
2026
Q1 		$215K Sell
1,585
-712
-31% -$108K 0.03% 300
2025
Q4 		$369K Buy
2,297
+9
+0.4% +$1.42K 0.05% 210
2025
Q3 		$360K Buy
+2,288
New +$354K 0.06% 212

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walkner Condon Financial Advisors's CBRE Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its CBRE Group (CBRE) stake by 1.3% in Q2 2026, selling an estimated $2.89K and leaving 1,564 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #330.

Walkner Condon Financial Advisors first reported a position in CBRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Walkner Condon Financial Advisors held 1,564 shares of CBRE Group worth $211K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 21 CBRE Group shares in Q2 2026, an estimated $2.89K.
  • CBRE Group made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #330 holding.
  • Walkner Condon Financial Advisors first reported a position in CBRE Group in Q3 2025 and has held it in 4 quarters since.
  • Walkner Condon Financial Advisors's CBRE Group position peaked at $369K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.