Institutional Ownership Cbre Group, Inc. (CBRE)
This table provides information about the institutional ownership of Cbre Group, Inc. (CBRE). We have compiled data on the 961 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
17
shares
|
$2,427
0.0% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
16
shares
|
$2,284
0.0% of portfolio
|
Q1 2023
Reduced 51.52%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
16
shares
|
$2,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
14
shares
|
$1,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
14
shares
|
$1,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
11
shares
|
$1,570
0.0% of portfolio
|
Q1 2024
Reduced 90.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
11
shares
|
$1,570
0.0% of portfolio
|
Q3 2024
Reduced 96.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$1,570
0.14% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
10
shares
|
$1,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
10
shares
|
$1,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
10
shares
|
$1,427
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
9
shares
|
$1,284
0.0% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
8
shares
|
$1,142
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
7
shares
|
$999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
7
shares
|
$999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
7
shares
|
$999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
7
shares
|
$999
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
6
shares
|
$856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$856
0.0% of portfolio
|
Q2 2022
Reduced 86.36%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
5
shares
|
$713
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$571
0.0% of portfolio
|
Q4 2024
Reduced 95.79%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
4
shares
|
$571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4
shares
|
$571
0.0% of portfolio
|
Q4 2024
Reduced 98.73%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3
shares
|
$428
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3
shares
|
$428
0.0% of portfolio
|
Q4 2024
New holding
|