Wealthspire Advisors (New York)’s CBRE Group CBRE Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-1,791	Closed	-$288K	–	955
2025 Q4	$288K	Buy	1,791 +1,295	+261%	+$204K	﹤0.01%	813
2025 Q3	$78.2K	Buy	+496	New	+$76.7K	﹤0.01%	1092
2025 Q2	–	Sell	-2,063	Closed	-$270K	–	850
2025 Q1	$270K	Sell	2,063 -61	-3%	-$8.29K	﹤0.01%	669
2024 Q4	$279K	Buy	2,124 +483	+29%	+$63.2K	﹤0.01%	661
2024 Q3	$204K	Buy	+1,641	New	+$179K	﹤0.01%	707
2023 Q1	–	Sell	-3,050	Closed	-$235K	–	544
2022 Q4	$235K	Buy	+3,050	New	+$225K	﹤0.01%	508
2021 Q2	–	Sell	-3,240	Closed	-$256K	–	419
2021 Q1	$256K	Buy	+3,240	New	+$229K	0.01%	605
2020 Q2	–	Sell	-7,706	Closed	-$291K	–	311
2020 Q1	$291K	Buy	+7,706	New	+$426K	0.01%	391
2019 Q1	–	Sell	-203	Closed	-$8K	–	167
2018 Q4	$8K	Buy	+203	New	+$8.39K	﹤0.01%	548

Other funds holding CBRE

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s CBRE Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,791 shares — an estimated $288K sold.

Wealthspire Advisors (New York) first reported a position in CBRE in Q4 2018 and held it in 9 quarters. The position peaked at $291K in Q1 2020. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,791 CBRE Group shares in Q1 2026, an estimated $288K.
Wealthspire Advisors (New York) first reported a position in CBRE Group in Q4 2018 and held it in 9 quarters.
Wealthspire Advisors (New York)'s CBRE Group position peaked at $291K in Q1 2020.
1,077 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.