Wealth Enhancement Advisory Services
CBRE icon

Wealth Enhancement Advisory Services’s CBRE Group CBRE Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.64M Buy
68,006
+20,692
+44% +$2.85M 0.01% 939
2026
Q1 		$3.03M Buy
47,314
+21,358
+82% +$3.25M 0.01% 1172
2025
Q4 		$4.43M Buy
25,956
+1,545
+6% +$243K 0.01% 1078
2025
Q3 		$3.73M Sell
24,411
-695
-3% -$108K 0.01% 1109
2025
Q2 		$3.59M Sell
25,106
-256,105
-91% -$32.4M 0.01% 1056
2025
Q1 		$36.8M Buy
281,211
+257,366
+1,079% +$35M 0.07% 260
2024
Q4 		$3.13M Buy
23,845
+6,790
+40% +$889K 0.01% 979
2024
Q3 		$2.12M Buy
17,055
+334
+2% +$36.4K ﹤0.01% 1014
2024
Q2 		$1.49M Buy
16,721
+1,497
+10% +$133K ﹤0.01% 1109
2024
Q1 		$1.48M Buy
15,224
+2,615
+21% +$235K ﹤0.01% 1079
2023
Q4 		$1.17M Sell
12,609
-386
-3% -$30K ﹤0.01% 1102
2023
Q3 		$960K Buy
+12,995
New +$1.08M ﹤0.01% 1115

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services's CBRE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CBRE Group (CBRE) stake by 44% in Q2 2026, buying an estimated $2.85M and bringing the position to 68,006 shares worth $5.64M. The position accounts for 0.01% of the portfolio, ranked #939.

Wealth Enhancement Advisory Services first reported a position in CBRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.8M in Q1 2025. 184 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 68,006 shares of CBRE Group worth $5.64M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 20,692 CBRE Group shares in Q2 2026, an estimated $2.85M.
  • CBRE Group made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #939 holding.
  • Wealth Enhancement Advisory Services first reported a position in CBRE Group in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's CBRE Group position peaked at $36.8M in Q1 2025.
  • 184 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.