CBRE GROUP, INC. (CBRE) — Institutional Holders, Q2 2026 (page 11)
1,076 institutional investment managers reported a CBRE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $38.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,076. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CBRE 13F holders ranked 1,001–1,076 of 1,076
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | MJT & Associates Financial Advisory Group#1001 · 30 sh | 30 | $4.0K | — | -67.7% |
| 1002 | Dunhill Financial#1002 · 29 sh | 29 | $4.0K | <0.01% | -19.4% |
| 1003 | Kilter Group#1003 · 29 sh | 29 | $3.9K | <0.01% | -9.4% |
| 1004 | Creative Capital Management Investments#1004 · 28 sh | 28 | $3.8K | <0.01% | New |
| 1005 | Vision Retirement#1005 · 28 sh | 28 | $3.8K | <0.01% | 0.0% |
| 1006 | EASTERN BANK#1006 · 27 sh | 27 | $3.6K | — | -90.7% |
| 1007 | TD Capital Management#1007 · 27 sh | 27 | $3.6K | <0.01% | 0.0% |
| 1008 | E Fund Management (Hong Kong) , Ltd.#1008 · 27 sh | 27 | $3.6K | <0.01% | 0.0% |
| 1009 | TOUNJIAN ADVISORY PARTNERS#1009 · 27 sh | 27 | $3.6K | <0.01% | New |
| 1010 | High Note Wealth#1010 · 24 sh | 24 | $3.2K | <0.01% | +100.0% |
| 1011 | Beaird Harris Wealth Management#1011 · 24 sh | 24 | $3.2K | <0.01% | 0.0% |
| 1012 | Benson Wealth Management#1012 · 24 sh | 24 | $3.2K | <0.01% | 0.0% |
| 1013 | Plante Moran Financial Advisors#1013 · 23 sh | 23 | $3.1K | <0.01% | +4.5% |
| 1014 | CBIZ Investment Advisory Services#1014 · 21 sh | 21 | $2.8K | <0.01% | 0.0% |
| 1015 | Strengthening Families & Communities#1015 · 21 sh | 21 | $2.8K | — | New |
| 1016 | James T. Borello RIA#1016 · 21 sh | 21 | $2.8K | — | +133.3% |
| 1017 | ARMSTRONG ADVISORY GROUP#1017 · 20 sh | 20 | $2.7K | — | 0.0% |
| 1018 | COUNTRY BANK#1018 · 19 sh | 19 | $2.6K | 0.00% | 0.0% |
| 1019 | HFM Investment Advisors#1019 · 18 sh | 18 | $2.4K | <0.01% | +100.0% |
| 1020 | ZRC WEALTH MANAGEMENT#1020 · 17 sh | 17 | $2.3K | — | -5.6% |
| 1021 | Independence Bank of Kentucky#1021 · 16 sh | 16 | $2.2K | — | 0.0% |
| 1022 | Key Capital Management#1022 · 16 sh | 16 | $2.2K | <0.01% | 0.0% |
| 1023 | 1015 Capital Partners#1023 · 16 sh | 16 | $2.2K | <0.01% | 0.0% |
| 1024 | Trifecta Capital Advisors#1024 · 15 sh | 15 | $2.0K | — | New |
| 1025 | American Capital Advisory#1025 · 15 sh | 15 | $2.0K | <0.01% | +66.7% |
| 1026 | Clark Wealth Partners#1026 · 15 sh | 15 | $2.0K | — | -46.4% |
| 1027 | AMERIFLEX GROUP#1027 · 15 sh | 15 | $2.0K | <0.01% | -68.8% |
| 1028 | RMG Wealth Management#1028 · 13 sh | 13 | $1.9K | — | -56.7% |
| 1029 | Mascoma Wealth Management#1029 · 14 sh | 14 | $1.9K | — | 0.0% |
| 1030 | Principia Wealth Advisory#1030 · 14 sh | 14 | $1.9K | <0.01% | -46.2% |
| 1031 | N.E.W. Advisory Services#1031 · 12 sh | 12 | $1.6K | <0.01% | New |
| 1032 | Stone House Investment Management#1032 · 11 sh | 11 | $1.5K | — | +10.0% |
| 1033 | Westside Investment Management#1033 · 10 sh | 10 | $1.3K | <0.01% | 0.0% |
| 1034 | Washington Advisors#1034 · 10 sh | 10 | $1.3K | — | +11.1% |
| 1035 | VALLEY NATIONAL ADVISERS#1035 · 10 sh | 10 | $1.3K | — | New |
| 1036 | AdvisorNet Financial#1036 · 9 sh | 9 | $1.2K | — | -25.0% |
| 1037 | NVWM#1037 · 9 sh | 9 | $1.2K | — | +125.0% |
| 1038 | Phillip James Consulting#1038 · 9 sh | 9 | $1.2K | <0.01% | 0.0% |
| 1039 | GILPIN WEALTH MANAGEMENT#1039 · 8 sh | 8 | $1.1K | — | 0.0% |
| 1040 | BELLEVUE ASSET MANAGEMENT#1040 · 8 sh | 8 | $1.1K | <0.01% | New |
| 1041 | Investors Portfolio Services#1041 · 8 sh | 8 | $1.0K | <0.01% | +14.3% |
| 1042 | Brooklyn FI#1042 · 7 sh | 7 | $960.00 | <0.01% | New |
| 1043 | MOTCO#1043 · 7 sh | 7 | $943.00 | <0.01% | New |
| 1044 | Golden State Wealth Management#1044 · 7 sh | 7 | $943.00 | <0.01% | 0.0% |
| 1045 | MARSHALL INVESTMENT MANAGEMENT#1045 · 7 sh | 7 | $943.00 | <0.01% | New |
| 1046 | Planning Strategies#1046 · 7 sh | 7 | $943.00 | — | — |
| 1047 | BOK Financial Private Wealth#1047 · 6 sh | 6 | $809.00 | 0.00% | New |
| 1048 | Davis Capital Management#1048 · 6 sh | 6 | $808.00 | — | 0.0% |
| 1049 | Activest Wealth Management#1049 · 6 sh | 6 | $808.00 | — | -89.1% |
| 1050 | Align Financial#1050 · 6 sh | 6 | $808.00 | — | 0.0% |
| 1051 | NBH Bank#1051 · 6 sh | 6 | $808.00 | <0.01% | — |
| 1052 | Halbert, Hargrove/Russell#1052 · 6 sh | 6 | $807.00 | — | New |
| 1053 | Spectrum Wealth Advisory Group#1053 · 5 sh | 5 | $673.00 | <0.01% | New |
| 1054 | Caitong International Asset Management , Ltd#1054 · 5 sh | 5 | $673.00 | <0.01% | -99.6% |
| 1055 | Provenance Wealth Advisors#1055 · 5 sh | 5 | $673.00 | <0.01% | New |
| 1056 | Quest 10 Wealth Builders#1056 · 5 sh | 5 | $649.00 | <0.01% | 0.0% |
| 1057 | DecisionPoint Financial#1057 · 4 sh | 4 | $554.00 | <0.01% | New |
| 1058 | Quaker Wealth Management#1058 · 4 sh | 4 | $539.00 | — | +33.3% |
| 1059 | Tidemark#1059 · 4 sh | 4 | $539.00 | <0.01% | New |
| 1060 | Mosley Wealth Management#1060 · 4 sh | 4 | $539.00 | — | New |
| 1061 | Seneschal Advisors#1061 · 4 sh | 4 | $539.00 | <0.01% | 0.0% |
| 1062 | Downshift Financial#1062 · 4 sh | 4 | $539.00 | — | New |
| 1063 | Valued Wealth Advisors#1063 · 3 sh | 3 | $405.00 | <0.01% | 0.0% |
| 1064 | Morton Brown Family Wealth#1064 · 3 sh | 3 | $404.00 | — | New |
| 1065 | Rakuten Securities#1065 · 3 sh | 3 | $404.00 | <0.01% | New |
| 1066 | Triumph Capital Management#1066 · 2 sh | 2 | $269.00 | — | 0.0% |
| 1067 | Godfrey Financial Associates#1067 · 2 sh | 2 | $269.00 | <0.01% | 0.0% |
| 1068 | Cordant#1068 · 1 sh | 1 | $172.00 | <0.01% | New |
| 1069 | Westend Capital Management#1069 · 1 sh | 1 | $135.00 | 0.00% | 0.0% |
| 1070 | West Branch Capital#1070 · 1 sh | 1 | $135.00 | — | 0.0% |
| 1071 | MARYLAND CAPITAL ADVISORS#1071 · 1 sh | 1 | $135.00 | — | — |
| 1072 | ROSS\JOHNSON & Associates#1072 · 1 sh | 1 | $135.00 | <0.01% | New |
| 1073 | Highland Investment Advisors#1073 · 1 sh | 1 | $135.00 | <0.01% | — |
| 1074 | Navigoe#1074 · 2 sh | 2 | $0.00 | 0.00% | New |
| 1075 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#1075 · 435,600 sh | 435,600 | — | — | -7.7% |
| 1076 | Quantum Portfolio Management#1076 · 7,856 sh | 7,856 | — | — | -2.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.