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CBRE Group
CBRE

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: 14 → 18 (+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: 1,112 → 1,081 (-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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$509M
2
Swedbank
Swedbank
Sweden
+$213M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$165M
4
JP Morgan Chase
JP Morgan Chase
New York
+$148M
5
Goldman Sachs
Goldman Sachs
New York
+$140M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$701M
2
AIM
Alphinity Investment Management
Australia
-$271M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$176M
4
FCM
Farallon Capital Management
California
-$158M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1026
Clark Wealth Partners
Illinois
$3.79K +$1.37K +9 +47%
EFMH
1027
E Fund Management (HK)
Hong Kong
$3.66K – – –
TCM
1028
TD Capital Management
Tennessee
$3.66K – – –
BHWM
1029
Beaird Harris Wealth Management
Texas
$3.25K – – –
BWM
1030
Benson Wealth Management
Tennessee
$3.25K – – –
PMFA
1031
Plante Moran Financial Advisors
Michigan
$2.98K – – –
JSAM
1032
J. Safra Asset Management
New York
$2.98K +$3.34K +22 New
CIAS
1033
CBIZ Investment Advisory Services
Ohio
$2.85K -$4.41K -29 -58%
AAG
1034
Armstrong Advisory Group
Massachusetts
$2.71K – – –
CTB
1035
Country Trust Bank
Illinois
$2.57K – – –
EWP
1036
Elevation Wealth Partners
California
$2.44K -$1.52K -10 -36%
CFG
1037
Clayton Financial Group
Missouri
$2.44K – – –
SNB
1038
Security National Bank
Nebraska
$2.3K +$2.58K +17 New
IBOK
1039
Independence Bank of Kentucky
Kentucky
$2.17K – – –
KCM
1040
Key Capital Management
Tennessee
$2.17K – – –
1CP
1041
1015 Capital Partners
Pennsylvania
$2.17K +$152 +1 +7%
MWM
1042
Mascoma Wealth Management
New Hampshire
$1.9K +$760 +5 +56%
HNW
1043
High Note Wealth
Minnesota
$1.63K -$1.82K -12 -50%
AF
1044
Advisornet Financial
Minnesota
$1.63K +$912 +6 +100%
PMAM
1045
Picton Mahoney Asset Management
Ontario, Canada
$1.35K -$1.19M -7,819 -100%
SHIM
1046
Stone House Investment Management
Pennsylvania
$1.35K – – –
WPA
1047
Wealth Preservation Advisors
Tennessee
$1.35K – – –
WIM
1048
Westside Investment Management
California
$1.35K – – –
OA
1049
Operose Advisors
Wisconsin
$1.35K +$1.52K +10 New
PWA
1050
Portus Wealth Advisors
North Carolina
$1.35K +$1.52K +10 New
40 41
42
43 44

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.