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Advus Financial Partners, LLC’s CBRE Group CBRE Stock Holding History

Advus Financial Partners, 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
-1,290
Closed -$207K – 250
2025
Q4 		$207K Sell
1,290
-44
-3% -$6.92K 0.05% 235
2025
Q3 		$210K Buy
+1,334
New +$206K 0.05% 246
2025
Q2 		– Sell
-1,544
Closed -$202K – 256
2025
Q1 		$202K Buy
+1,544
New +$210K 0.06% 232

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Vanguard Capital Management
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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advus Financial Partners, LLC's CBRE Position: Q1 2026 in Review

Advus Financial Partners, LLC sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,290 shares — an estimated $207K sold.

Advus Financial Partners, LLC first reported a position in CBRE in Q1 2025 and held it in 3 quarters. The position peaked at $210K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Advus Financial Partners, LLC reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,290 CBRE Group shares in Q1 2026, an estimated $207K.
  • Advus Financial Partners, LLC first reported a position in CBRE Group in Q1 2025 and held it in 3 quarters.
  • Advus Financial Partners, LLC's CBRE Group position peaked at $210K in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2026, filed 25 Aug 2026.