Waterfront Wealth’s CBRE Group CBRE Stock Holding History

Waterfront 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
2026 Q2	$485K	Hold	3,475	–	–	0.08%	216
2026 Q1	$471K	Hold	3,475	–	–	0.09%	209
2025 Q4	$592K	Hold	3,475	–	–	0.11%	184
2025 Q3	$569K	Hold	3,475	–	–	0.12%	183
2025 Q2	$487K	Hold	3,475	–	–	0.11%	189
2025 Q1	$454K	Hold	3,475	–	–	0.11%	185
2024 Q4	$456K	Hold	3,475	–	–	0.11%	186
2024 Q3	$451K	Hold	3,475	–	–	0.11%	186
2024 Q2	$310K	Hold	3,475	–	–	0.08%	199
2024 Q1	$303K	Hold	3,475	–	–	0.08%	200
2023 Q4	$323K	Hold	3,475	–	–	0.1%	189
2023 Q3	$233K	Hold	3,475	–	–	0.08%	217
2023 Q2	$307K	Hold	3,475	–	–	0.09%	198
2023 Q1	$253K	Hold	3,475	–	–	0.08%	213
2022 Q4	$293K	Hold	3,475	–	–	0.1%	201
2022 Q3	$244K	Hold	3,475	–	–	0.09%	207
2022 Q2	$256K	Hold	3,475	–	–	0.1%	200
2022 Q1	$303K	Hold	3,475	–	–	0.11%	185
2021 Q4	$377K	Hold	3,475	–	–	0.15%	140
2021 Q3	$338K	Hold	3,475	–	–	0.16%	123
2021 Q2	$298K	Hold	3,475	–	–	0.14%	136
2021 Q1	$278K	Hold	3,475	–	–	0.14%	138
2020 Q4	$218K	Buy	+3,475	New	+$196K	0.15%	124

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Waterfront Wealth's CBRE Position: Q2 2026 in Review

Waterfront Wealth held its CBRE Group (CBRE) position steady in Q2 2026 at 3,475 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #216.

Waterfront Wealth first reported a position in CBRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $592K in Q4 2025. 349 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Waterfront Wealth held 3,475 shares of CBRE Group worth $485K as of Q2 2026.
Waterfront Wealth left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.08% of Waterfront Wealth's portfolio in Q2 2026, its #216 holding.
Waterfront Wealth first reported a position in CBRE Group in Q4 2020 and has held it in 23 quarters since.
Waterfront Wealth's CBRE Group position peaked at $592K in Q4 2025.
349 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.