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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
Q2 		$785K Buy
5,828
+505
+9% +$69.6K 0.04% 279
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 $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 $3.38T AUM 44.17% 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

Waterloo Capital's CBRE Position: Q2 2026 in Review

Waterloo Capital increased its CBRE Group (CBRE) stake by 9.5% in Q2 2026, buying an estimated $69.6K and bringing the position to 5,828 shares worth $785K. The position accounts for 0.04% of the portfolio, ranked #279.

Waterloo Capital first reported a position in CBRE in Q3 2024 and has held it in 5 quarters since. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Waterloo Capital held 5,828 shares of CBRE Group worth $785K as of Q2 2026.
  • Waterloo Capital bought 505 CBRE Group shares in Q2 2026, an estimated $69.6K.
  • CBRE Group made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #279 holding.
  • Waterloo Capital first reported a position in CBRE Group in Q3 2024 and has held it in 5 quarters since.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.