Washington Trust Advisors’s CBRE Group CBRE Stock Holding History

Washington Trust 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 Q1	$1.22K	Buy	+9	New	+$1.37K	﹤0.01%	627
2023 Q2	–	Sell	-46	Closed	-$3.35K	–	682
2023 Q1	$3.35K	Hold	46	–	–	﹤0.01%	674
2022 Q4	$3.54K	Sell	46 -296	-87%	-$21.9K	﹤0.01%	654
2022 Q3	$23K	Buy	342 +1	+0.3%	+$79	﹤0.01%	494
2022 Q2	$25K	Buy	341 +19	+6%	+$1.53K	﹤0.01%	498
2022 Q1	$29K	Sell	322 -2	-0.6%	-$195	﹤0.01%	531
2021 Q4	$35K	Buy	+324	New	+$33.2K	﹤0.01%	536

Other funds holding CBRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Washington Trust Advisors's CBRE Position: Q1 2026 in Review

Washington Trust Advisors opened a new position in CBRE Group (CBRE) in Q1 2026: 9 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Washington Trust Advisors previously reported a position in CBRE as recently as Q1 2023.

Washington Trust Advisors first reported a position in CBRE in Q4 2021 and has held it in 7 quarters since. The position peaked at $35K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Washington Trust Advisors held 9 shares of CBRE Group worth $1.22K as of Q1 2026.
CBRE Group was a new Washington Trust Advisors position in Q1 2026.
CBRE Group made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #627 holding.
Washington Trust Advisors first reported a position in CBRE Group in Q4 2021 and has held it in 7 quarters since.
Washington Trust Advisors's CBRE Group position peaked at $35K in Q4 2021.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.