Whalen Wealth Management’s CBRE Group CBRE Stock Holding History

Whalen 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
2025 Q3	–	Sell	-7,414	Closed	-$1.04M	–	187
2025 Q2	$1.04M	Buy	+7,414	New	+$938K	0.65%	43

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Whalen Wealth Management's CBRE Position: Q3 2025 in Review

Whalen Wealth Management sold out of CBRE Group (CBRE) in Q3 2025, closing a stake of 7,414 shares — an estimated $1.04M sold.

Whalen Wealth Management first reported a position in CBRE in Q2 2025 and held it in 1 quarter. The position peaked at $1.04M in Q2 2025. 1,062 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

Whalen Wealth Management reported no remaining CBRE Group position as of Q3 2025 after selling out during the quarter.
Whalen Wealth Management sold 7,414 CBRE Group shares in Q3 2025, an estimated $1.04M.
Whalen Wealth Management first reported a position in CBRE Group in Q2 2025 and held it in 1 quarter.
Whalen Wealth Management's CBRE Group position peaked at $1.04M in Q2 2025.
1,062 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.