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Cbre Group Inc Cl A shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Cbre Group Inc Cl A (CBRE) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Cbre Group Inc Cl A

Tip: Access up to 7 years of quarterly data

All positions including Cbre Group Inc Cl A held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbre Group Inc Cl A by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 1.6k 157.56
2025-06-30 $223k 1.6k 140.12
2025-03-31 $212k 1.6k 130.78
2024-12-31 $209k 1.6k 131.29
2021-12-31 $218k 2.0k 108.57

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Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

Top funds holding Cbre Group Inc Cl A

Vanguard Group
BlackRock
State Street Corporation
Principal Financial Group
FMR
Geode Capital Management
Harris Associates L.P
Invesco
Morgan Stanley
Massachusetts Financial Services
Cantillon Capital Mgnt
Artisan Partners Limited Partnership
Jpmorgan Chase & Co
Northern Trust
Earnest Partners

View all funds holding Cbre Group Inc Cl A