Whitegate Investment Counselors’s CBRE Group CBRE Stock Holding History

Whitegate Investment Counselors’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	$465K	Hold	3,455	–	–	0.13%	46
2026 Q1	$468K	Hold	3,455	–	–	0.15%	47
2025 Q4	$556K	Hold	3,455	–	–	0.17%	45
2025 Q3	$544K	Hold	3,455	–	–	0.18%	47
2025 Q2	$484K	Hold	3,455	–	–	0.16%	51
2025 Q1	$452K	Hold	3,455	–	–	0.16%	52
2024 Q4	$454K	Hold	3,455	–	–	0.16%	50
2024 Q3	$430K	Hold	3,455	–	–	0.11%	50
2024 Q2	$308K	Hold	3,455	–	–	0.09%	55
2024 Q1	$336K	Hold	3,455	–	–	0.09%	52
2023 Q4	$322K	Hold	3,455	–	–	0.1%	50
2023 Q3	$255K	Hold	3,455	–	–	0.09%	52
2023 Q2	$279K	Sell	3,455 -325	-9%	-$24.3K	0.09%	50
2023 Q1	$275K	Hold	3,780	–	–	0.09%	54
2022 Q4	$291K	Hold	3,780	–	–	0.1%	52
2022 Q3	$255K	Hold	3,780	–	–	0.1%	54
2022 Q2	$278K	Sell	3,780 -220	-6%	-$17.7K	0.1%	54
2022 Q1	$366K	Hold	4,000	–	–	0.11%	45
2021 Q4	$434K	Hold	4,000	–	–	0.13%	46
2021 Q3	$389K	Hold	4,000	–	–	0.06%	179
2021 Q2	$343K	Hold	4,000	–	–	0.05%	181
2021 Q1	$316K	Hold	4,000	–	–	0.05%	178
2020 Q4	$251K	Buy	+4,000	New	+$226K	0.04%	184
2020 Q1	–	Sell	-4,000	Closed	-$245K	–	184
2019 Q4	$245K	Hold	4,000	–	–	0.04%	181
2019 Q3	$212K	Hold	4,000	–	–	0.04%	185
2019 Q2	$205K	Buy	+4,000	New	+$199K	0.04%	188

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

Whitegate Investment Counselors's CBRE Position: Q2 2026 in Review

Whitegate Investment Counselors held its CBRE Group (CBRE) position steady in Q2 2026 at 3,455 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #46.

Whitegate Investment Counselors first reported a position in CBRE in Q2 2019 and has held it in 26 quarters since. The position peaked at $556K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Whitegate Investment Counselors held 3,455 shares of CBRE Group worth $465K as of Q2 2026.
Whitegate Investment Counselors left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.13% of Whitegate Investment Counselors's portfolio in Q2 2026, its #46 holding.
Whitegate Investment Counselors first reported a position in CBRE Group in Q2 2019 and has held it in 26 quarters since.
Whitegate Investment Counselors's CBRE Group position peaked at $556K in Q4 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.