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CBRE Group

1,081 hedge funds and large institutions have $38.1B invested in CBRE Group in 2026 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 400 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

9% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 439

1.01% less ownership

Funds ownership: 96.43%95.43% (-1%)

3% less funds holding

Funds holding: 1,1121,081 (-31)

14% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 132

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
1,081
Holders Change
-31
Holders Change %
-2.79%
% of All Funds
13.23%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
114
Increased
400
Reduced
439
Closed
132
Calls
$51.2M
Puts
$65M
Net Calls
-$13.7M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1001
Orion Capital Management
California
$5.69K
SGK
1002
Steigerwald Gordon & Koch
Virginia
$5.55K
CFM
1003
Cornerstone Financial Management
Massachusetts
$5.55K +$1.67K +11 +37%
MWA
1004
Medallion Wealth Advisors
Connecticut
$5.42K -$608 -4 -9%
ANBT
1005
American National Bank & Trust
Texas
$5.42K +$3.34K +22 +122%
NAAA
1006
New Age Alpha Advisors
New York
$5.28K -$2.22M -14,586 -100%
BFS
1007
Bare Financial Services
Pennsylvania
$5.28K -$456 -3 -7%
SIC
1008
SJS Investment Consulting
Ohio
$5.15K +$1.22K +8 +27%
IAS
1009
IMA Advisory Services
Colorado
$5.15K +$152 +1 +3%
AT
1010
Arlington Trust
Alabama
$5.15K +$5.77K +38 New
UFPG
1011
United Financial Planning Group
New York
$5.01K +$5.62K +37 New
DF
1012
Dunhill Financial
United Kingdom
$4.98K -$304 -2 -5%
SC
1013
Stance Capital
Massachusetts
$4.88K +$5.47K +36 New
BHWM
1014
Bay Harbor Wealth Management
Maryland
$4.88K +$912 +6 +20%
MSG
1015
Main Street Group
Virginia
$4.47K +$5.01K +33 New
RWM
1016
RMG Wealth Management
Wisconsin
$4.38K +$2.58K +17 +131%
KG
1017
Kilter Group
New York
$4.33K -$912 -6 -16%
ACM
1018
Accent Capital Management
Ohio
$4.33K
DPW
1019
DiNuzzo Private Wealth
Pennsylvania
$4.33K
HI
1020
Hoey Investments
Pennsylvania
$4.33K
HPBT
1021
Hickory Point Bank & Trust
Illinois
$4.33K +$4.86K +32 New
MEG
1022
Millstone Evans Group
Colorado
$4.2K
RL
1023
Rogco LP
Oklahoma
$4.2K
EP
1024
Essential Partners
California
$3.79K -$2.13K -14 -33%
VR
1025
Vision Retirement
New Jersey
$3.79K

CBRE Hedge Fund Activity: Q1 2026 in Review

1,081 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2026, worth a combined $38.1B — down 17% from $46.1B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of CBRE and 114 opened new positions — a net loss of 18 holders — while 439 trimmed existing stakes and 400 added.

The largest buyer was Millennium Management, adding an estimated $509M. The largest seller was Fidelity Investments, cutting an estimated $701M.

  • 1,081 institutional investors held CBRE Group (CBRE) as of Q1 2026, down from 1,112 in Q4 2025.
  • Funds reported $38.1B of CBRE Group stock for Q1 2026, down 17% quarter-over-quarter.
  • 114 funds opened new CBRE Group positions in Q1 2026 and 132 closed out, a net change of -18 holders.
  • The largest CBRE Group buyer in Q1 2026 was Millennium Management, an estimated $509M added.
  • The largest CBRE Group seller in Q1 2026 was Fidelity Investments, an estimated $701M sold.

Based on aggregated 13F filings for Q1 2026.