WG
CBRE icon

Wellington Group’s CBRE Group CBRE Stock Holding History

Wellington Group’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 		$874K Buy
6,491
+2,444
+60% +$337K 0.23% 77
2026
Q1 		$548K Buy
4,047
+1,144
+39% +$174K 0.17% 92
2025
Q4 		$467K Buy
+2,903
New +$456K 0.16% 89

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

Wellington Group's CBRE Position: Q2 2026 in Review

Wellington Group increased its CBRE Group (CBRE) stake by 60% in Q2 2026, buying an estimated $337K and bringing the position to 6,491 shares worth $874K. The position accounts for 0.23% of the portfolio, ranked #77.

Wellington Group first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Wellington Group held 6,491 shares of CBRE Group worth $874K as of Q2 2026.
  • Wellington Group bought 2,444 CBRE Group shares in Q2 2026, an estimated $337K.
  • CBRE Group made up 0.23% of Wellington Group's portfolio in Q2 2026, its #77 holding.
  • Wellington Group first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.