WWP
CBRE icon

WR Wealth Planners’s CBRE Group CBRE Stock Holding History

WR Wealth Planners’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
2024
Q4 		$7.09K Buy
54
+18
+50% +$2.36K ﹤0.01% 637
2024
Q3 		$4.48K Buy
36
+14
+64% +$1.53K ﹤0.01% 765
2024
Q2 		$1.96K Buy
22
+5
+29% +$444 ﹤0.01% 893
2024
Q1 		$1.65K Buy
+17
New +$1.53K ﹤0.01% 900

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

WR Wealth Planners's CBRE Position: Q4 2024 in Review

WR Wealth Planners increased its CBRE Group (CBRE) stake by 50% in Q4 2024, buying an estimated $2.36K and bringing the position to 54 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

WR Wealth Planners first reported a position in CBRE in Q1 2024 and has held it in 4 quarters since. 943 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

  • WR Wealth Planners held 54 shares of CBRE Group worth $7.09K as of Q4 2024.
  • WR Wealth Planners bought 18 CBRE Group shares in Q4 2024, an estimated $2.36K.
  • CBRE Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #637 holding.
  • WR Wealth Planners first reported a position in CBRE Group in Q1 2024 and has held it in 4 quarters since.
  • 943 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.