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Planning Strategies Inc.’s CBRE Group CBRE Stock Holding History

Planning Strategies Inc.’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 		$943 Buy
+7
New +$964 ﹤0.01% 753

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Planning Strategies Inc.'s CBRE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in CBRE Group (CBRE) in Q2 2026: 7 shares worth $943. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings.

318 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Planning Strategies Inc. held 7 shares of CBRE Group worth $943 as of Q2 2026.
  • CBRE Group was a new Planning Strategies Inc. position in Q2 2026.
  • CBRE Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #753 holding.
  • 318 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.