Yorktown Management & Research Company’s CBRE Group CBRE Stock Holding History

Yorktown Management & Research Company’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	$364K	Hold	2,700	–	–	0.22%	172
2026 Q1	$366K	Hold	2,700	–	–	0.31%	125
2025 Q4	$434K	Hold	2,700	–	–	0.35%	113
2025 Q3	$425K	Hold	2,700	–	–	0.34%	112
2025 Q2	$378K	Hold	2,700	–	–	0.36%	122
2025 Q1	$353K	Hold	2,700	–	–	0.38%	114
2024 Q4	$354K	Sell	2,700 -800	-23%	-$105K	0.34%	141
2024 Q3	$436K	Sell	3,500 -3,200	-48%	-$349K	0.45%	100
2024 Q2	$597K	Hold	6,700	–	–	0.64%	44
2024 Q1	$652K	Hold	6,700	–	–	0.62%	40
2023 Q4	$624K	Hold	6,700	–	–	0.65%	42
2023 Q3	$495K	Hold	6,700	–	–	0.56%	50
2023 Q2	$541K	Hold	6,700	–	–	0.58%	58
2023 Q1	$488K	Hold	6,700	–	–	0.53%	70
2022 Q4	$516K	Hold	6,700	–	–	0.63%	45
2022 Q3	$452K	Hold	6,700	–	–	0.59%	63
2022 Q2	$493K	Hold	6,700	–	–	0.64%	50
2022 Q1	$613K	Hold	6,700	–	–	0.52%	58
2021 Q4	$727K	Hold	6,700	–	–	0.49%	50
2021 Q3	$652K	Hold	6,700	–	–	0.49%	51
2021 Q2	$574K	Hold	6,700	–	–	0.45%	63
2021 Q1	$530K	Hold	6,700	–	–	0.44%	65
2020 Q4	$420K	Hold	6,700	–	–	0.38%	116
2020 Q3	$315K	Hold	6,700	–	–	0.29%	184
2020 Q2	$303K	Buy	+6,700	New	+$289K	0.27%	184
2018 Q4	–	Sell	-6,300	Closed	-$278K	–	319
2018 Q3	$278K	Buy	+6,300	New	+$300K	0.08%	311

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Yorktown Management & Research Company's CBRE Position: Q2 2026 in Review

Yorktown Management & Research Company held its CBRE Group (CBRE) position steady in Q2 2026 at 2,700 shares worth $364K. The position accounts for 0.22% of the portfolio, ranked #172.

Yorktown Management & Research Company first reported a position in CBRE in Q3 2018 and has held it in 26 quarters since. The position peaked at $727K in Q4 2021. 374 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Yorktown Management & Research Company held 2,700 shares of CBRE Group worth $364K as of Q2 2026.
Yorktown Management & Research Company left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.22% of Yorktown Management & Research Company's portfolio in Q2 2026, its #172 holding.
Yorktown Management & Research Company first reported a position in CBRE Group in Q3 2018 and has held it in 26 quarters since.
Yorktown Management & Research Company's CBRE Group position peaked at $727K in Q4 2021.
374 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.