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Wright Investors Service’s CBRE Group CBRE Stock Holding History

Wright Investors Service’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 		$823K Sell
6,111
-104
-2% -$14.3K 0.23% 93
2026
Q1 		$842K Sell
6,215
-3,228
-34% -$490K 0.27% 91
2025
Q4 		$1.52M Buy
9,443
+119
+1% +$18.7K 0.46% 63
2025
Q3 		$1.47M Sell
9,324
-3,421
-27% -$529K 0.43% 62
2025
Q2 		$1.79M Sell
12,745
-22
-0.2% -$2.78K 0.54% 50
2025
Q1 		$1.67M Buy
12,767
+301
+2% +$40.9K 0.55% 49
2024
Q4 		$1.64M Sell
12,466
-4,014
-24% -$526K 0.53% 53
2024
Q3 		$2.05M Sell
16,480
-23,376
-59% -$2.55M 0.54% 55
2024
Q2 		$3.55M Sell
39,856
-9,542
-19% -$847K 0.94% 27
2024
Q1 		$4.8M Sell
49,398
-189
-0.4% -$17K 1.22% 23
2023
Q4 		$4.62M Sell
49,587
-15,482
-24% -$1.2M 1.3% 18
2023
Q3 		$4.81M Buy
65,069
+9,414
+17% +$781K 1.39% 17
2023
Q2 		$4.49M Sell
55,655
-17,595
-24% -$1.32M 1.27% 19
2023
Q1 		$5.33M Sell
73,250
-1,052
-1% -$86K 1.52% 15
2022
Q4 		$5.72M Buy
74,302
+11,541
+18% +$852K 1.64% 13
2022
Q3 		$4.24M Buy
62,761
+46,386
+283% +$3.68M 1.33% 17
2022
Q2 		$1.21M Buy
+16,375
New +$1.32M 0.34% 89
2020
Q2 		– Sell
-10,665
Closed -$402K – 146
2020
Q1 		$402K Buy
+10,665
New +$589K 0.17% 114
2019
Q4 		– Sell
-34,180
Closed -$1.81M – 142
2019
Q3 		$1.81M Sell
34,180
-21,991
-39% -$1.16M 0.65% 52
2019
Q2 		$2.88M Buy
+56,171
New +$2.79M 1.1% 26
2017
Q2 		– Sell
-6,635
Closed -$231K – 229
2017
Q1 		$231K Sell
6,635
-4,515
-40% -$151K 0.09% 214
2016
Q4 		$351K Sell
11,150
-440
-4% -$12.7K 0.15% 181
2016
Q3 		$324K Sell
11,590
-9,550
-45% -$273K 0.14% 178
2016
Q2 		$560K Sell
21,140
-35
-0.2% -$1.02K 0.23% 136
2016
Q1 		$610K Buy
21,175
+7,283
+52% +$200K 0.24% 134
2015
Q4 		$480K Buy
13,892
+812
+6% +$28.6K 0.18% 184
2015
Q3 		$419K Buy
+13,080
New +$464K 0.19% 153

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wright Investors Service's CBRE Position: Q2 2026 in Review

Wright Investors Service reduced its CBRE Group (CBRE) stake by 1.7% in Q2 2026, selling an estimated $14.3K and leaving 6,111 shares worth $823K. The position accounts for 0.23% of the portfolio, ranked #93.

Wright Investors Service first reported a position in CBRE in Q3 2015 and has held it in 27 quarters since. The position peaked at $5.72M in Q4 2022. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Wright Investors Service held 6,111 shares of CBRE Group worth $823K as of Q2 2026.
  • Wright Investors Service sold 104 CBRE Group shares in Q2 2026, an estimated $14.3K.
  • CBRE Group made up 0.23% of Wright Investors Service's portfolio in Q2 2026, its #93 holding.
  • Wright Investors Service first reported a position in CBRE Group in Q3 2015 and has held it in 27 quarters since.
  • Wright Investors Service's CBRE Group position peaked at $5.72M in Q4 2022.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.