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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfuller Advisors's CBRE Position: Q1 2026 in Review

Westfuller Advisors reduced its CBRE Group (CBRE) stake by 5.3% in Q1 2026, selling an estimated $8.21K and leaving 963 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #176.

Westfuller Advisors first reported a position in CBRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $168K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Westfuller Advisors held 963 shares of CBRE Group worth $130K as of Q1 2026.
  • Westfuller Advisors sold 54 CBRE Group shares in Q1 2026, an estimated $8.21K.
  • CBRE Group made up 0.06% of Westfuller Advisors's portfolio in Q1 2026, its #176 holding.
  • Westfuller Advisors first reported a position in CBRE Group in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.