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Walser Wealth Management’s CBRE Group CBRE Stock Holding History

Walser 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
2026
Q2 		$266K Buy
1,978
+403
+26% +$55.5K 0.11% 176
2026
Q1 		$213K Buy
+1,575
New +$239K 0.1% 174

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

Walser Wealth Management's CBRE Position: Q2 2026 in Review

Walser Wealth Management increased its CBRE Group (CBRE) stake by 26% in Q2 2026, buying an estimated $55.5K and bringing the position to 1,978 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #176.

Walser Wealth Management first reported a position in CBRE in Q1 2026 and has held it in 2 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Walser Wealth Management held 1,978 shares of CBRE Group worth $266K as of Q2 2026.
  • Walser Wealth Management bought 403 CBRE Group shares in Q2 2026, an estimated $55.5K.
  • CBRE Group made up 0.11% of Walser Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Walser Wealth Management first reported a position in CBRE Group in Q1 2026 and has held it in 2 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.