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Wellington Wealth Strategies’s CBRE Group CBRE Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		– Sell
-3,466
Closed -$454K – 75
2024
Q3 		$454K Buy
+3,466
New +$378K 0.34% 49
2024
Q2 		– Sell
-3,970
Closed -$386K – 70
2024
Q1 		$386K Sell
3,970
-3,657
-48% -$328K 0.18% 99
2023
Q4 		$710K Buy
+7,627
New +$593K 0.6% 39
2020
Q4 		$710K Buy
+7,627
New +$431K 0.6% 39

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Wellington Wealth Strategies's CBRE Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of CBRE Group (CBRE) in Q4 2024, closing a stake of 3,466 shares — an estimated $454K sold.

Wellington Wealth Strategies first reported a position in CBRE in Q4 2020 and held it in 4 quarters. The position peaked at $710K in Q4 2023. 946 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining CBRE Group position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 3,466 CBRE Group shares in Q4 2024, an estimated $454K.
  • Wellington Wealth Strategies first reported a position in CBRE Group in Q4 2020 and held it in 4 quarters.
  • Wellington Wealth Strategies's CBRE Group position peaked at $710K in Q4 2023.
  • 946 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.