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Wealthstream Advisors’s CBRE Group CBRE Stock Holding History

Wealthstream 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
2025
Q3 		$278K Buy
1,762
+50
+3% +$7.74K 0.04% 134
2025
Q2 		$240K Buy
1,712
+35
+2% +$4.43K 0.04% 145
2025
Q1 		$219K Sell
1,677
-18
-1% -$2.45K 0.04% 139
2024
Q4 		$223K Buy
1,695
+34
+2% +$4.45K 0.04% 139
2024
Q3 		$207K Buy
+1,661
New +$181K 0.04% 145

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthstream Advisors's CBRE Position: Q3 2025 in Review

Wealthstream Advisors increased its CBRE Group (CBRE) stake by 2.9% in Q3 2025, buying an estimated $7.74K and bringing the position to 1,762 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #134.

Wealthstream Advisors first reported a position in CBRE in Q3 2024 and has held it in 5 quarters since. 1,063 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

  • Wealthstream Advisors held 1,762 shares of CBRE Group worth $278K as of Q3 2025.
  • Wealthstream Advisors bought 50 CBRE Group shares in Q3 2025, an estimated $7.74K.
  • CBRE Group made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #134 holding.
  • Wealthstream Advisors first reported a position in CBRE Group in Q3 2024 and has held it in 5 quarters since.
  • 1,063 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.