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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
HWMO
1151
Heritage Wealth Management (Ohio)
Ohio
-$238K -1,480 Closed
VT
1152
Volterra Technologies
New York
-$237K -1,475 Closed
GT
1153
Glenview Trust
Kentucky
-$236K -1,468 Closed
PNAA
1154
Pictet North America Advisors
Switzerland
-$234K -1,455 Closed
LAM
1155
Longboard Asset Management
Arizona
-$228K -1,415 Closed
SP
1156
SmartHarvest Portfolios
Washington
-$227K -1,413 Closed
EGA
1157
E&G Advisors
Texas
-$226K -1,404 Closed
TFP
1158
Triune Financial Partners
Kansas
-$238K -1,398 Closed
MCM
1159
Mengis Capital Management
Oregon
-$221K -1,376 Closed
HBT
1160
Heartland Bank & Trust
Illinois
-$218K -1,357 Closed
XWL
1161
XXI Wealth LLC
Illinois
-$218K -1,356 Closed
PA
1162
PharVision Advisers
Florida
-$217K -1,351 Closed
DBRC
1163
D.B. Root & Company
Pennsylvania
-$216K -1,346 Closed
BWP
1164
Barlow Wealth Partners
Kentucky
-$222K -1,339 Closed
AC
1165
Avestar Capital
New York
-$215K -1,336 Closed
SFO
1166
Stokes Family Office
Louisiana
-$214K -1,333 Closed
BEI
1167
Benjamin Edwards Inc
Missouri
-$213K -1,325 Closed
KWM
1168
Kingsview Wealth Management
Oregon
-$210K -1,308 Closed
NP
1169
Nilsine Partners
Colorado
-$210K -1,303 Closed
AA
1170
Alta Advisers
United Kingdom
-$209K -1,298 Closed
WRPWM
1171
Werba Rubin Papier Wealth Management
California
-$207K -1,288 Closed
IA
1172
IFC Advisors
California
-$206K -1,284 Closed
QFA
1173
Quantum Financial Advisors
California
-$206K -1,283 Closed
I
1174
InceptionR
California
-$204K -1,266 Closed
CAAS
1175
Capital Asset Advisory Services
Michigan
-$208K -1,246 Closed

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.