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West Family Investments’s CBRE Group CBRE Stock Holding History

West Family Investments’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
-2,229
Closed -$358K – 274
2025
Q4 		$358K Hold
2,229
– – 0.08% 228
2025
Q3 		$351K Buy
2,229
+35
+2% +$5.41K 0.08% 252
2025
Q2 		$307K Buy
2,194
+661
+43% +$83.6K 0.08% 252
2025
Q1 		$200K Sell
1,533
-9
-0.6% -$1.22K 0.08% 252
2024
Q4 		$202K Buy
+1,542
New +$202K 0.07% 266
2022
Q1 		– Sell
-1,854
Closed -$201K – 298
2021
Q4 		$201K Sell
1,854
-358
-16% -$36.7K 0.05% 303
2021
Q3 		$215K Buy
+2,212
New +$206K 0.06% 296

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Family Investments's CBRE Position: Q1 2026 in Review

West Family Investments sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 2,229 shares — an estimated $358K sold.

West Family Investments first reported a position in CBRE in Q3 2021 and held it in 7 quarters. The position peaked at $358K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • West Family Investments reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 2,229 CBRE Group shares in Q1 2026, an estimated $358K.
  • West Family Investments first reported a position in CBRE Group in Q3 2021 and held it in 7 quarters.
  • West Family Investments's CBRE Group position peaked at $358K in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.