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Waterloo Capital’s CBRE Group CBRE Stock Holding History

Waterloo Capital’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 		$721K Buy
+5,323
New +$809K 0.05% 248
2025
Q4 		– Sell
-1,960
Closed -$309K – 461
2025
Q3 		$309K Buy
1,960
+459
+31% +$71K 0.02% 358
2025
Q2 		$210K Buy
+1,501
New +$190K 0.02% 438
2024
Q4 		– Sell
-2,004
Closed -$249K – 366
2024
Q3 		$249K Buy
+2,004
New +$218K 0.03% 316

Other funds holding CBRE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waterloo Capital's CBRE Position: Q1 2026 in Review

Waterloo Capital opened a new position in CBRE Group (CBRE) in Q1 2026: 5,323 shares worth $721K. The stake represents 0.05% of the portfolio and ranks #248 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in CBRE as recently as Q3 2025.

Waterloo Capital first reported a position in CBRE in Q3 2024 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Waterloo Capital held 5,323 shares of CBRE Group worth $721K as of Q1 2026.
  • CBRE Group was a new Waterloo Capital position in Q1 2026.
  • CBRE Group made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #248 holding.
  • Waterloo Capital first reported a position in CBRE Group in Q3 2024 and has held it in 4 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.