Western Pacific Wealth Management’s CBRE Group CBRE Stock Holding History

Western Pacific Wealth Management’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	$413K	Hold	3,070	–	–	0.37%	38
2026 Q1	$416K	Hold	3,070	–	–	0.42%	34
2025 Q4	$494K	Hold	3,070	–	–	0.48%	29
2025 Q3	$484K	Hold	3,070	–	–	0.47%	28
2025 Q2	$430K	Hold	3,070	–	–	0.41%	34
2025 Q1	$401K	Hold	3,070	–	–	0.36%	35
2024 Q4	$403K	Buy	3,070 +1,035	+51%	+$136K	0.33%	35
2024 Q3	$253K	Hold	2,035	–	–	0.17%	49
2024 Q2	$181K	Hold	2,035	–	–	0.14%	54
2024 Q1	$198K	Buy	2,035 +60	+3%	+$5.39K	0.14%	54
2023 Q4	$184K	Buy	1,975 +90	+5%	+$7K	0.13%	51
2023 Q3	$139K	Buy	1,885 +200	+12%	+$16.6K	0.11%	60
2023 Q2	$136K	Hold	1,685	–	–	0.1%	56
2023 Q1	$123K	Hold	1,685	–	–	0.09%	69
2022 Q4	$130K	Buy	1,685 +525	+45%	+$38.8K	0.11%	57
2022 Q3	$78K	Buy	+1,160	New	+$92K	0.08%	69

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Western Pacific Wealth Management's CBRE Position: Q2 2026 in Review

Western Pacific Wealth Management held its CBRE Group (CBRE) position steady in Q2 2026 at 3,070 shares worth $413K. The position accounts for 0.37% of the portfolio, ranked #38.

Western Pacific Wealth Management first reported a position in CBRE in Q3 2022 and has held it in 16 quarters since. The position peaked at $494K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Western Pacific Wealth Management held 3,070 shares of CBRE Group worth $413K as of Q2 2026.
Western Pacific Wealth Management left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.37% of Western Pacific Wealth Management's portfolio in Q2 2026, its #38 holding.
Western Pacific Wealth Management first reported a position in CBRE Group in Q3 2022 and has held it in 16 quarters since.
Western Pacific Wealth Management's CBRE Group position peaked at $494K in Q4 2025.
1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.