CBRE — CBRE GROUP INC

Ownership history in Prosperity Planning, Inc.  ·  20 quarters on record

This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in CBRE GROUP INC (CBRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.85% (2025 Q3)
Avg. % of fund
1.28%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 31,199 -12,363 -28.4% 1.31% $5.0M $160.79
2025 Q3 UNCHANGED 43,562 — 0% 1.85% $6.9M $157.56
2025 Q2 ADDED 43,562 +2,455 +6.0% 1.76% $6.1M $140.12
2025 Q1 UNCHANGED 41,107 — 0% 1.68% $5.4M $130.78
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CBRE price (monthly, adj. close)

Other funds also holding CBRE

As of 2025 Q4 — sorted by position size

HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 7.93% PARK PRESIDIO CAPITAL LLC 3Y 7Y 7.71% UNTITLED INVESTMENTS LP 3Y 7.39% Triavera Capital LLC 6.5% HTG Investment Advisors, Inc. 3Y 5.5% Vision Capital Corp 3Y 7Y 5.04% Alphinity Investment Management Pty Ltd 3Y 7Y 4.91% Gallagher Fiduciary Advisors, LLC 3Y 7Y 4.66% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 4.29% XN LP 3Y 4.12%
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