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Wealth Preservation Advisors’s CBRE Group CBRE Stock Holding History

Wealth Preservation 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
Q1 		$1.35K Hold
10
– – ﹤0.01% 646
2025
Q4 		$1.61K Hold
10
– – ﹤0.01% 542
2025
Q3 		$1.58K Hold
10
– – ﹤0.01% 521
2025
Q2 		$1.4K Hold
10
– – ﹤0.01% 525
2025
Q1 		$1.31K Buy
+10
New +$1.36K ﹤0.01% 507

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

Wealth Preservation Advisors's CBRE Position: Q1 2026 in Review

Wealth Preservation Advisors held its CBRE Group (CBRE) position steady in Q1 2026 at 10 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Wealth Preservation Advisors first reported a position in CBRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.61K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Wealth Preservation Advisors held 10 shares of CBRE Group worth $1.35K as of Q1 2026.
  • Wealth Preservation Advisors left its CBRE Group share count unchanged in Q1 2026.
  • CBRE Group made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #646 holding.
  • Wealth Preservation Advisors first reported a position in CBRE Group in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's CBRE Group position peaked at $1.61K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.