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Wolf Group Capital Advisors’s CBRE Group CBRE Stock Holding History

Wolf Group Capital 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
Q1 		$356K Buy
+2,722
New +$370K 0.12% 116

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $5.68B AUM 26.72% 1-Year Est. Return

Wolf Group Capital Advisors's CBRE Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in CBRE Group (CBRE) in Q1 2025: 2,722 shares worth $356K. The stake represents 0.12% of the portfolio and ranks #116 among its holdings.

985 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Wolf Group Capital Advisors held 2,722 shares of CBRE Group worth $356K as of Q1 2025.
  • CBRE Group was a new Wolf Group Capital Advisors position in Q1 2025.
  • CBRE Group made up 0.12% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #116 holding.
  • 985 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.