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CBRE Group

1,073 hedge funds and large institutions have $38.1B invested in CBRE Group in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 397 increasing their positions, 438 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 130

17% less capital invested

Capital invested by funds: $46.1B → $38.1B (-$7.95B)

21% less call options, than puts

Call options by funds: $51.2M | Put options by funds: $65M

Holders
1,073
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51.2M
Puts
$65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFIA
751
Legacy Financial Independent Advisors
Kentucky
$308K
MWM
752
Mission Wealth Management
California
$304K
CNBOF
753
City National Bank of Florida
Florida
$303K
FC
754
Financial Consulate
Maryland
$298K
CMBA
755
C.M. Bidwell & Associates
Hawaii
$295K
CAM
756
Cidel Asset Management
Ontario, Canada
$291K
LTAS
757
Linden Thomas Advisory Services
North Carolina
$283K
PCIA
758
Prime Capital Investment Advisors
Kansas
$281K
HTC
759
Haverford Trust Company
Pennsylvania
$281K
CSA
760
Cornerstone Select Advisors
Missouri
$280K
CI
761
CX Institutional
Indiana
$280K
RZH
762
Relyea Zuckerberg Hanson
Connecticut
$279K
MOS
763
MGO One Seven
Ohio
$278K
FIA
764
Foundations Investment Advisors
Arizona
$277K
SW
765
SlateStone Wealth
Florida
$275K
TFIPS
766
Towarzystwo Funduszy Inwestycyjnych PZU SA
$274K
MFIM
767
Mesirow Financial Investment Management
Illinois
$271K
RS
768
R Squared
Hong Kong
$270K
7WCP
769
71 West Capital Partners
Massachusetts
$269K
SACTSONJ
770
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$269K
MWM
771
Moran Wealth Management
Florida
$269K
DT
772
Diversified Trust
Tennessee
$269K
SIA
773
Soltis Investment Advisors
Utah
$267K
EWM
774
Evermay Wealth Management
Virginia
$266K
LIM
775
Leavell Investment Management
Alabama
$261K