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Waverly Advisors’s CBRE Group CBRE Stock Holding History

Waverly 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
Q2 		$683K Buy
5,072
+1,001
+25% +$138K ﹤0.01% 1034
2026
Q1 		$551K Buy
4,071
+994
+32% +$151K ﹤0.01% 1038
2025
Q4 		$495K Sell
3,077
-379
-11% -$59.6K ﹤0.01% 1020
2025
Q3 		$545K Sell
3,456
-77
-2% -$11.9K 0.01% 824
2025
Q2 		$495K Sell
3,533
-162
-4% -$20.5K 0.01% 801
2025
Q1 		$483K Buy
3,695
+84
+2% +$11.4K 0.01% 781
2024
Q4 		$474K Buy
3,611
+1,269
+54% +$166K 0.01% 696
2024
Q3 		$292K Sell
2,342
-234
-9% -$25.5K 0.01% 689
2024
Q2 		$230K Sell
2,576
-57
-2% -$5.06K ﹤0.01% 729
2024
Q1 		$256K Sell
2,633
-205
-7% -$18.4K 0.01% 607
2023
Q4 		$264K Buy
+2,838
New +$221K 0.01% 379
2018
Q1 		– Sell
-8,747
Closed -$379K – 210
2017
Q4 		$379K Sell
8,747
-3,538
-29% -$147K 0.05% 169
2017
Q3 		$465K Hold
12,285
– – 0.1% 139
2017
Q2 		$447K Hold
12,285
– – 0.11% 144
2017
Q1 		$427K Buy
+12,285
New +$411K 0.11% 143
2014
Q4 		– Sell
-4,000
Closed -$119K – 463
2014
Q3 		$119K Hold
4,000
– – 0.06% 119
2014
Q2 		$128K Hold
4,000
– – 0.05% 124
2014
Q1 		$110K Hold
4,000
– – 0.05% 137
2013
Q4 		$105K Buy
+4,000
New +$95.2K 0.04% 220

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

Waverly Advisors's CBRE Position: Q2 2026 in Review

Waverly Advisors increased its CBRE Group (CBRE) stake by 25% in Q2 2026, buying an estimated $138K and bringing the position to 5,072 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Waverly Advisors first reported a position in CBRE in Q4 2013 and has held it in 19 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Waverly Advisors held 5,072 shares of CBRE Group worth $683K as of Q2 2026.
  • Waverly Advisors bought 1,001 CBRE Group shares in Q2 2026, an estimated $138K.
  • CBRE Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1034 holding.
  • Waverly Advisors first reported a position in CBRE Group in Q4 2013 and has held it in 19 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.