Whipplewood Advisors’s CBRE Group CBRE Stock Holding History

Whipplewood 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
2025 Q3	–	Sell	-9	Closed	-$1.26K	–	432
2025 Q2	$1.26K	Buy	+9	New	+$1.14K	﹤0.01%	968

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

Whipplewood Advisors's CBRE Position: Q3 2025 in Review

Whipplewood Advisors sold out of CBRE Group (CBRE) in Q3 2025, closing a stake of 9 shares — an estimated $1.26K sold.

Whipplewood Advisors first reported a position in CBRE in Q2 2025 and held it in 1 quarter. The position peaked at $1.26K in Q2 2025. 1,062 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

Whipplewood Advisors reported no remaining CBRE Group position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 9 CBRE Group shares in Q3 2025, an estimated $1.26K.
Whipplewood Advisors first reported a position in CBRE Group in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's CBRE Group position peaked at $1.26K in Q2 2025.
1,062 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.