XXI Wealth LLC’s CBRE Group CBRE Stock Holding History

XXI Wealth LLC’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 Q1	–	Sell	-1,356	Closed	-$218K	–	212
2025 Q4	$218K	Buy	+1,356	New	+$213K	0.13%	168

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

XXI Wealth LLC's CBRE Position: Q1 2026 in Review

XXI Wealth LLC sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,356 shares — an estimated $218K sold.

XXI Wealth LLC first reported a position in CBRE in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

XXI Wealth LLC reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
XXI Wealth LLC sold 1,356 CBRE Group shares in Q1 2026, an estimated $218K.
XXI Wealth LLC first reported a position in CBRE Group in Q4 2025 and held it in 1 quarter.
XXI Wealth LLC's CBRE Group position peaked at $218K in Q4 2025.
1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on XXI Wealth LLC's 13F filing for Q1 2026, filed 7 May 2026.