Westside Investment Management’s CBRE Group CBRE Stock Holding History

Westside Investment 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	$1.35K	Hold	10	–	–	﹤0.01%	1370
2026 Q1	$1.35K	Hold	10	–	–	﹤0.01%	1361
2025 Q4	$1.61K	Sell	10 -90	-90%	-$14.2K	﹤0.01%	1338
2025 Q3	$15.8K	Hold	100	–	–	﹤0.01%	970
2025 Q2	$14K	Hold	100	–	–	﹤0.01%	821
2025 Q1	$13.1K	Hold	100	–	–	﹤0.01%	647
2024 Q4	$13.1K	Hold	100	–	–	﹤0.01%	638
2024 Q3	$12.4K	Hold	100	–	–	﹤0.01%	642
2024 Q2	$8.91K	Hold	100	–	–	﹤0.01%	672
2024 Q1	$9.72K	Hold	100	–	–	﹤0.01%	633
2023 Q4	$9.31K	Hold	100	–	–	﹤0.01%	605
2023 Q3	$7.39K	Hold	100	–	–	﹤0.01%	638
2023 Q2	$8.07K	Hold	100	–	–	﹤0.01%	631
2023 Q1	$7.28K	Hold	100	–	–	﹤0.01%	643
2022 Q4	$7	Hold	100	–	–	﹤0.01%	644
2022 Q3	$6	Hold	100	–	–	﹤0.01%	661
2022 Q2	$7	Hold	100	–	–	﹤0.01%	639
2022 Q1	$9	Hold	100	–	–	﹤0.01%	617
2021 Q4	$10	Hold	100	–	–	﹤0.01%	587
2021 Q3	$9	Hold	100	–	–	﹤0.01%	590
2021 Q2	$8	Hold	100	–	–	﹤0.01%	595
2021 Q1	$7	Hold	100	–	–	﹤0.01%	590
2020 Q4	$6	Hold	100	–	–	﹤0.01%	541
2020 Q3	$4	Hold	100	–	–	﹤0.01%	559
2020 Q2	$4	Buy	+100	New	+$4.31K	﹤0.01%	554
2018 Q4	$8.01K	Buy	+200	New	+$8.27K	﹤0.01%	507

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 $3.37T AUM 44.26% 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

Westside Investment Management's CBRE Position: Q2 2026 in Review

Westside Investment Management held its CBRE Group (CBRE) position steady in Q2 2026 at 10 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Westside Investment Management first reported a position in CBRE in Q4 2018 and has held it in 26 quarters since. The position peaked at $15.8K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Westside Investment Management held 10 shares of CBRE Group worth $1.35K as of Q2 2026.
Westside Investment Management left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1370 holding.
Westside Investment Management first reported a position in CBRE Group in Q4 2018 and has held it in 26 quarters since.
Westside Investment Management's CBRE Group position peaked at $15.8K in Q3 2025.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.