CBRE — CBRE GROUP INC

Ownership history in Simplicity Wealth,LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC 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
0.05% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,687 +111 +7.0% 0.02% $266K $157.56
2025 Q2 REDUCED 1,576 -492 -23.8% 0.01% $221K $140.12
2025 Q1 ADDED 2,068 +176 +9.3% 0.02% $270K $130.78
2024 Q4 REDUCED 1,892 -2,639 -58.2% 0.05% $248K $131.29
2 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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