Whittier Trust’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46.1M | Buy |
328,292
+11,317
| +4% | +$1.56M | 0.45% | 52 |
|
|
2026
Q1 | $43.2M | Buy |
316,975
+273,448
| +628% | +$41.5M | 0.49% | 52 |
|
|
2025
Q4 | $7.27M | Buy |
43,527
+150
| +0.3% | +$23.6K | 0.08% | 168 |
|
|
2025
Q3 | $6.77M | Sell |
43,377
-380
| -0.9% | -$58.8K | 0.08% | 170 |
|
|
2025
Q2 | $6.13M | Buy |
43,757
+9,093
| +26% | +$1.15M | 0.07% | 190 |
|
|
2025
Q1 | $4.53M | Sell |
34,664
-477
| -1% | -$64.8K | 0.06% | 207 |
|
|
2024
Q4 | $4.61M | Sell |
35,141
-368
| -1% | -$48.2K | 0.06% | 204 |
|
|
2024
Q3 | $4.42M | Sell |
35,509
-5,283
| -13% | -$576K | 0.06% | 215 |
|
|
2024
Q2 | $3.63M | Buy |
40,792
+13,998
| +52% | +$1.24M | 0.05% | 224 |
|
|
2024
Q1 | $2.61M | Hold |
26,794
| – | – | 0.04% | 245 |
|
|
2023
Q4 | $2.49M | Sell |
26,794
-59
| -0.2% | -$4.59K | 0.04% | 250 |
|
|
2023
Q3 | $1.98M | Buy |
26,853
+627
| +2% | +$52K | 0.04% | 274 |
|
|
2023
Q2 | $2.12M | Hold |
26,226
| – | – | 0.04% | 270 |
|
|
2023
Q1 | $1.91M | Buy |
26,226
+12,200
| +87% | +$997K | 0.03% | 275 |
|
|
2022
Q4 | $1.08M | Buy |
14,026
+379
| +3% | +$28K | 0.02% | 340 |
|
|
2022
Q3 | $921K | Buy |
13,647
+100
| +0.7% | +$7.93K | 0.02% | 359 |
|
|
2022
Q2 | $997K | Buy |
13,547
+30
| +0.2% | +$2.42K | 0.02% | 355 |
|
|
2022
Q1 | $1.24M | Sell |
13,517
-3,088
| -19% | -$301K | 0.02% | 341 |
|
|
2021
Q4 | $1.8M | Buy |
16,605
+9,612
| +137% | +$985K | 0.03% | 294 |
|
|
2021
Q3 | $681K | Buy |
6,993
+404
| +6% | +$37.5K | 0.01% | 419 |
|
|
2021
Q2 | $565K | Hold |
6,589
| – | – | 0.01% | 454 |
|
|
2021
Q1 | $521K | Hold |
6,589
| – | – | 0.01% | 462 |
|
|
2020
Q4 | $413K | Buy |
6,589
+6,442
| +4,382% | +$364K | 0.01% | 465 |
|
|
2020
Q3 | $7K | Sell |
147
-157
| -52% | -$7.16K | ﹤0.01% | 1172 |
|
|
2020
Q2 | $14K | Sell |
304
-13
| -4% | -$561 | ﹤0.01% | 1016 |
|
|
2020
Q1 | $12K | Buy |
317
+56
| +21% | +$3.09K | ﹤0.01% | 1074 |
|
|
2019
Q4 | $16K | Buy |
+261
| New | +$14.5K | ﹤0.01% | 1062 |
|
|
2017
Q4 | – | Sell |
-574
| Closed | -$22K | – | 1299 |
|
|
2017
Q3 | $22K | Hold |
574
| – | – | ﹤0.01% | 883 |
|
|
2017
Q2 | $21K | Hold |
574
| – | – | ﹤0.01% | 863 |
|
|
2017
Q1 | $20K | Buy |
+574
| New | +$19.2K | ﹤0.01% | 887 |
|
Other funds holding CBRE
Whittier Trust's CBRE Position: Q2 2026 in Review
Whittier Trust increased its CBRE Group (CBRE) stake by 3.6% in Q2 2026, buying an estimated $1.56M and bringing the position to 328,292 shares worth $46.1M. The position accounts for 0.45% of the portfolio, ranked #52.
Whittier Trust first reported a position in CBRE in Q1 2017 and has held it in 30 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.
- Whittier Trust held 328,292 shares of CBRE Group worth $46.1M as of Q2 2026.
- Whittier Trust bought 11,317 CBRE Group shares in Q2 2026, an estimated $1.56M.
- CBRE Group made up 0.45% of Whittier Trust's portfolio in Q2 2026, its #52 holding.
- Whittier Trust first reported a position in CBRE Group in Q1 2017 and has held it in 30 quarters since.
- 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.