CBRE GROUP, INC. (CBRE) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,076
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Twin Tree Management#601 · 5,166 sh | 5,166 | $695.8K | 0.01% | New |
| 602 | Fifth Third Wealth Advisors#602 · 5,157 sh | 5,157 | $694.6K | — | +24.7% |
| 603 | BAKER TILLY WEALTH MANAGEMENT#603 · 5,142 sh | 5,142 | $692.6K | — | -11.4% |
| 604 | Apollon Wealth Management#604 · 5,117 sh | 5,117 | $689.2K | — | -3.7% |
| 605 | Centiva Capital#605 · 5,085 sh | 5,085 | $684.9K | <0.01% | -35.8% |
| 606 | Waverly Advisors#606 · 5,072 sh | 5,072 | $683.1K | <0.01% | +24.6% |
| 607 | MISSION WEALTH MANAGEMENT#607 · 5,065 sh | 5,065 | $682.3K | — | +125.7% |
| 608 | GLOBALT Investments / GA#608 · 5,014 sh | 5,014 | $675.3K | — | +0.1% |
| 609 | B&I Capital AG#609 · 4,962 sh | 4,962 | $668.3K | 1.47% | +43.8% |
| 610 | Legacy Financial Advisors#610 · 4,952 sh | 4,952 | $666.9K | 0.08% | +20.6% |
| 611 | SHUFRO ROSE#611 · 4,900 sh | 4,900 | $660.0K | 0.04% | 0.0% |
| 612 | OSTRUM ASSET MANAGEMENT#612 · 4,892 sh | 4,892 | $658.9K | 0.03% | +14.9% |
| 613 | Bank Julius Baer & Ltd, Zurich#613 · 4,882 sh | 4,882 | $657.6K | <0.01% | -96.2% |
| 614 | TEMA ETFS#614 · 4,875 sh | 4,875 | $656.6K | — | +9.8% |
| 615 | Independent Advisor Alliance#615 · 4,874 sh | 4,874 | $656.5K | 0.02% | +0.9% |
| 616 | VANCE WEALTH#616 · 4,871 sh | 4,871 | $656.1K | 0.15% | 0.0% |
| 617 | STONERIDGE INVESTMENT PARTNERS#617 · 4,453 sh | 4,453 | $654.0K | 0.43% | New |
| 618 | Compound Planning#618 · 4,833 sh | 4,833 | $651.0K | 0.02% | -5.7% |
| 619 | REUTER JAMES WEALTH MANAGEMENT#619 · 4,796 sh | 4,796 | $646.0K | — | +0.9% |
| 620 | LEVIN CAPITAL STRATEGIES, L.P.#620 · 4,763 sh | 4,763 | $641.5K | 0.04% | -14.4% |
| 621 | SAGESPRING WEALTH PARTNERS#621 · 4,741 sh | 4,741 | $638.6K | — | +0.3% |
| 622 | EDMOND DE ROTHSCHILD HOLDING S.A.#622 · 4,736 sh | 4,736 | $637.9K | <0.01% | -49.9% |
| 623 | Index Technologies Group#623 · 4,728 sh | 4,728 | $636.8K | 0.51% | -3.0% |
| 624 | Parkside Financial Bank#624 · 4,706 sh | 4,706 | $633.9K | 0.02% | +101.6% |
| 625 | COLDSTREAM CAPITAL MANAGEMENT#625 · 4,637 sh | 4,637 | $624.5K | <0.01% | -6.8% |
| 626 | Wedmont Private Capital#626 · 4,437 sh | 4,437 | $619.1K | — | +0.8% |
| 627 | Banco Santander, S.A.#627 · 4,540 sh | 4,540 | $611.5K | <0.01% | -11.0% |
| 628 | INCEPTIONR#628 · 4,492 sh | 4,492 | $605.0K | 0.15% | New |
| 629 | KESTRA PRIVATE WEALTH SERVICES#629 · 4,463 sh | 4,463 | $601.1K | <0.01% | +80.5% |
| 630 | EP Wealth Advisors#630 · 4,449 sh | 4,449 | $599.3K | <0.01% | +4.8% |
| 631 | Ifrah Financial Services#631 · 4,397 sh | 4,397 | $592.2K | — | -0.4% |
| 632 | Choate Investment Advisors#632 · 4,318 sh | 4,318 | $581.6K | 0.01% | New |
| 633 | Point#633 · 4,302 sh | 4,302 | $579.4K | 0.05% | -10.4% |
| 634 | GUGGENHEIM CAPITAL#634 · 4,296 sh | 4,296 | $578.6K | <0.01% | +14.6% |
| 635 | Canada Post Registered Pension Plan#635 · 4,272 sh | 4,272 | $575.4K | 0.02% | 0.0% |
| 636 | GTS SECURITIES#636 · 4,267 sh | 4,267 | $574.7K | 0.01% | -35.2% |
| 637 | Vise Technologies#637 · 4,266 sh | 4,266 | $574.5K | <0.01% | +16.9% |
| 638 | Diversify Advisory Services#638 · 3,933 sh | 3,933 | $565.9K | — | +32.0% |
| 639 | DIVERSIFY WEALTH MANAGEMENT#639 · 3,933 sh | 3,933 | $565.9K | — | -5.8% |
| 640 | Frank, Rimerman Advisors#640 · 4,200 sh | 4,200 | $565.7K | — | +6.1% |
| 641 | Ellevest#641 · 4,196 sh | 4,196 | $560.0K | 0.07% | -17.1% |
| 642 | GATEWAY INVESTMENT ADVISERS#642 · 4,137 sh | 4,137 | $557.2K | — | -16.5% |
| 643 | Fidelis Capital Partners#643 · 4,115 sh | 4,115 | $554.2K | 0.03% | -5.8% |
| 644 | STUDIO INVESTMENT MANAGEMENT#644 · 4,107 sh | 4,107 | $553.2K | — | -2.1% |
| 645 | Proficio Capital Partners#645 · 4,101 sh | 4,101 | $552.4K | 0.02% | New |
| 646 | Sustainable Insight Capital Management#646 · 4,100 sh | 4,100 | $552.2K | 0.24% | +10.8% |
| 647 | Beaton Management#647 · 4,100 sh | 4,100 | $552.0K | 0.22% | 0.0% |
| 648 | Kestra Advisory Services#648 · 4,088 sh | 4,088 | $550.6K | <0.01% | -11.8% |
| 649 | Wellington Grp#649 · 4,047 sh | 4,047 | $548.2K | 0.17% | 0.0% |
| 650 | Wilmington Savings Fund Society, FSB#650 · 4,046 sh | 4,046 | $545.0K | — | +21.6% |
| 651 | FIRST UNITED BANK#651 · 4,029 sh | 4,029 | $542.7K | — | -13.4% |
| 652 | SAWGRASS ASSET MANAGEMENT#652 · 4,003 sh | 4,003 | $539.2K | 0.07% | -18.3% |
| 653 | ROTHSCHILD INVESTMENT#653 · 4,002 sh | 4,002 | $539.0K | 0.02% | +238.3% |
| 654 | Menard Financial Group#654 · 3,988 sh | 3,988 | $537.1K | 0.29% | -14.0% |
| 655 | TD PRIVATE CLIENT WEALTH#655 · 3,974 sh | 3,974 | $535.3K | <0.01% | -71.0% |
| 656 | EQUITABLE#656 · 3,965 sh | 3,965 | $534.0K | — | +2.0% |
| 657 | Janney Montgomery Scott#657 · 3,874 sh | 3,874 | $522.0K | <0.01% | -3.6% |
| 658 | GSA CAPITAL PARTNERS LLP#658 · 3,855 sh | 3,855 | $519.0K | 0.03% | New |
| 659 | PROFUND ADVISORS#659 · 3,832 sh | 3,832 | $516.1K | 0.01% | -0.2% |
| 660 | Advisors Capital Management#660 · 3,813 sh | 3,813 | $513.7K | <0.01% | +4.0% |
| 661 | Headlands Technologies#661 · 3,796 sh | 3,796 | $511.3K | 0.05% | -9.4% |
| 662 | Secure Asset Management#662 · 3,764 sh | 3,764 | $507.0K | — | +1.0% |
| 663 | OpenArc Corporate Advisory#663 · 3,753 sh | 3,753 | $505.5K | — | +3.6% |
| 664 | Fieldview Capital Management#664 · 3,738 sh | 3,738 | $503.5K | 0.14% | +3.8% |
| 665 | CenterBook Partners#665 · 3,718 sh | 3,718 | $500.8K | 0.02% | -82.5% |
| 666 | Silverleafe Capital Partners#666 · 3,716 sh | 3,716 | $500.5K | — | 0.0% |
| 667 | CAPSTONE INVESTMENT ADVISORS#667 · 3,699 sh | 3,699 | $498.2K | <0.01% | -43.8% |
| 668 | STEPHENS#668 · 3,640 sh | 3,640 | $490.3K | <0.01% | +3.1% |
| 669 | Hanson & Doremus Investment Management#669 · 3,628 sh | 3,628 | $489.0K | — | 0.0% |
| 670 | Waterfront Wealth#670 · 3,475 sh | 3,475 | $484.9K | 0.08% | 0.0% |
| 671 | COMMERZBANK AKTIENGESELLSCHAFT#671 · 3,593 sh | 3,593 | $484.0K | <0.01% | -20.1% |
| 672 | R Squared Ltd#672 · 3,584 sh | 3,584 | $482.7K | 0.25% | +79.7% |
| 673 | Ancora Advisors#673 · 3,503 sh | 3,503 | $471.8K | <0.01% | -11.6% |
| 674 | Snowden Capital Advisors#674 · 3,485 sh | 3,485 | $469.4K | 0.01% | -5.9% |
| 675 | Aprio Wealth Management#675 · 3,472 sh | 3,472 | $467.6K | 0.02% | +2.3% |
| 676 | Whitegate Investment Counselors#676 · 3,455 sh | 3,455 | $465.4K | 0.13% | 0.0% |
| 677 | Venturi Wealth Management#677 · 3,439 sh | 3,439 | $463.2K | 0.02% | -8.3% |
| 678 | OVERSEA-CHINESE BANKING Ltd#678 · 3,403 sh | 3,403 | $458.4K | <0.01% | +29.5% |
| 679 | Mount Yale Investment Advisors#679 · 3,355 sh | 3,355 | $451.8K | <0.01% | -50.5% |
| 680 | ASSETMARK#680 · 3,350 sh | 3,350 | $451.2K | — | +3.3% |
| 681 | IFP Advisors#681 · 3,318 sh | 3,318 | $446.9K | — | +4.7% |
| 682 | GAMCO INVESTORS, ET AL#682 · 3,281 sh | 3,281 | $441.9K | <0.01% | 0.0% |
| 683 | RiverGlades Family Offices#683 · 3,250 sh | 3,250 | $437.7K | 0.20% | New |
| 684 | TOWNSQUARE CAPITAL#684 · 3,239 sh | 3,239 | $436.3K | 0.08% | -3.2% |
| 685 | Mechanics Bank Department#685 · 3,165 sh | 3,165 | $426.3K | — | +15.8% |
| 686 | Farther Finance Advisors#686 · 3,160 sh | 3,160 | $426.0K | — | -9.8% |
| 687 | Premier Path Wealth Partners#687 · 3,161 sh | 3,161 | $425.8K | — | -12.4% |
| 688 | AlphaCore Capital#688 · 3,156 sh | 3,156 | $425.1K | <0.01% | New |
| 689 | Ascent Group#689 · 3,113 sh | 3,113 | $419.3K | 0.01% | -17.1% |
| 690 | SFMG#690 · 3,096 sh | 3,096 | $417.0K | 0.03% | +0.8% |
| 691 | AlphaGrep UK Ltd#691 · 3,094 sh | 3,094 | $416.7K | 0.12% | -46.2% |
| 692 | LEAVELL INVESTMENT MANAGEMENT#692 · 3,075 sh | 3,075 | $414.2K | 0.02% | +59.7% |
| 693 | Western Pacific Wealth Management#693 · 3,070 sh | 3,070 | $413.5K | — | 0.0% |
| 694 | Caitlin John#694 · 3,053 sh | 3,053 | $411.2K | 0.22% | +76.0% |
| 695 | 71 West Capital Partners#695 · 3,041 sh | 3,041 | $409.6K | 0.01% | +53.1% |
| 696 | Inscription Capital#696 · 3,027 sh | 3,027 | $407.7K | 0.04% | New |
| 697 | EVERGREEN CAPITAL MANAGEMENT#697 · 3,012 sh | 3,012 | $405.7K | — | -33.7% |
| 698 | FIRST CITIZENS BANK#698 · 3,005 sh | 3,005 | $404.7K | — | +0.1% |
| 699 | CMC Financial Group#699 · 2,995 sh | 2,995 | $403.4K | 0.78% | New |
| 700 | Polymer Capital Management (US)#700 · 2,984 sh | 2,984 | $401.9K | 0.05% | -86.1% |
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.