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Westerkirk Capital’s CBRE Group CBRE Stock Holding History

Westerkirk Capital’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 		$1.1M Hold
8,200
– – 0.11% 112
2026
Q1 		$1.11M Hold
8,200
– – 0.12% 104
2025
Q4 		$1.32M Buy
8,200
+800
+11% +$126K 0.13% 98
2025
Q3 		$1.17M Hold
7,400
– – 0.13% 132
2025
Q2 		$1.04M Buy
+7,400
New +$936K 0.13% 144

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

Westerkirk Capital's CBRE Position: Q2 2026 in Review

Westerkirk Capital held its CBRE Group (CBRE) position steady in Q2 2026 at 8,200 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #112.

Westerkirk Capital first reported a position in CBRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Westerkirk Capital held 8,200 shares of CBRE Group worth $1.1M as of Q2 2026.
  • Westerkirk Capital left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.11% of Westerkirk Capital's portfolio in Q2 2026, its #112 holding.
  • Westerkirk Capital first reported a position in CBRE Group in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's CBRE Group position peaked at $1.32M in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.