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Westfuller Advisors’s CBRE Group CBRE Stock Holding History

Westfuller Advisors’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 		$122K Sell
903
-60
-6% -$8.27K 0.04% 206
2026
Q1 		$130K Sell
963
-54
-5% -$8.21K 0.06% 176
2025
Q4 		$164K Sell
1,017
-49
-5% -$7.7K 0.07% 167
2025
Q3 		$168K Buy
+1,066
New +$165K 0.08% 163

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

Westfuller Advisors's CBRE Position: Q2 2026 in Review

Westfuller Advisors reduced its CBRE Group (CBRE) stake by 6.2% in Q2 2026, selling an estimated $8.27K and leaving 903 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #206.

Westfuller Advisors first reported a position in CBRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $168K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Westfuller Advisors held 903 shares of CBRE Group worth $122K as of Q2 2026.
  • Westfuller Advisors sold 60 CBRE Group shares in Q2 2026, an estimated $8.27K.
  • CBRE Group made up 0.04% of Westfuller Advisors's portfolio in Q2 2026, its #206 holding.
  • Westfuller Advisors first reported a position in CBRE Group in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's CBRE Group position peaked at $168K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.