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Wood Tarver Financial Group’s CBRE Group CBRE Stock Holding History

Wood Tarver Financial Group’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
-5
Closed – – 233
2025
Q2 		$0 Hold
5
– – ﹤0.01% 602
2025
Q1 		$654 Hold
5
– – ﹤0.01% 615
2024
Q4 		$0 Buy
+5
New +$655 ﹤0.01% 612

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wood Tarver Financial Group's CBRE Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of CBRE Group (CBRE) in Q3 2025, closing a stake of 5 shares.

Wood Tarver Financial Group first reported a position in CBRE in Q4 2024 and held it in 3 quarters. The position peaked at $654 in Q1 2025. 1,058 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining CBRE Group position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 5 CBRE Group shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in CBRE Group in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's CBRE Group position peaked at $654 in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.