CBRE GROUP, INC. (CBRE) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,076
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Global Retirement Partners#701 · 2,983 sh | 2,983 | $401.8K | <0.01% | — |
| 702 | BCO Wealth Management#702 · 2,951 sh | 2,951 | $397.5K | — | 0.0% |
| 703 | BSW Wealth Partners#703 · 2,949 sh | 2,949 | $397.2K | 0.04% | -0.9% |
| 704 | BECK MACK & OLIVER#704 · 2,926 sh | 2,926 | $394.1K | <0.01% | 0.0% |
| 705 | Everhart Financial Group#705 · 2,921 sh | 2,921 | $393.4K | — | -4.3% |
| 706 | Dorsey & Whitney#706 · 2,887 sh | 2,887 | $388.8K | 0.02% | +2.8% |
| 707 | StoneX Group#707 · 2,947 sh | 2,947 | $388.2K | 0.02% | New |
| 708 | Checchi Capital Advisers#708 · 2,874 sh | 2,874 | $387.1K | 0.02% | -8.7% |
| 709 | WESTWOOD GROUP#709 · 2,868 sh | 2,868 | $386.3K | <0.01% | New |
| 710 | GWN SECURITIES#710 · 2,868 sh | 2,868 | $386.3K | 0.06% | +20.3% |
| 711 | Arkadios Wealth Advisors#711 · 2,859 sh | 2,859 | $385.1K | <0.01% | -11.5% |
| 712 | Soltis Investment Advisors#712 · 2,836 sh | 2,836 | $382.0K | 0.02% | +44.1% |
| 713 | Perigon Wealth Management#713 · 2,829 sh | 2,829 | $381.1K | — | +2.1% |
| 714 | CIGNA INVESTMENTS#714 · 2,829 sh | 2,829 | $381.0K | — | 0.0% |
| 715 | CHANNEL WEALTH#715 · 2,810 sh | 2,810 | $378.5K | 0.08% | New |
| 716 | CITY NATIONAL BANK OF FLORIDA#716 · 2,790 sh | 2,790 | $375.8K | 0.16% | +24.8% |
| 717 | ATLAS CAPITAL ADVISORS#717 · 2,773 sh | 2,773 | $373.5K | 0.04% | -17.1% |
| 718 | J. Goldman#718 · 2,750 sh | 2,750 | $370.4K | <0.01% | New |
| 719 | Yorktown Management & Research#719 · 2,700 sh | 2,700 | $363.7K | 0.22% | 0.0% |
| 720 | Pinnacle Wealth Planning Services#720 · 2,693 sh | 2,693 | $362.7K | 0.03% | +3.4% |
| 721 | Spire Wealth Management#721 · 2,692 sh | 2,692 | $362.6K | 0.01% | -55.7% |
| 722 | Integrated Investment Consultants#722 · 2,676 sh | 2,676 | $360.4K | 0.07% | +0.5% |
| 723 | Bridgewater Advisors#723 · 2,486 sh | 2,486 | $355.3K | 0.02% | -4.3% |
| 724 | PEAPACK GLADSTONE FINANCIAL#724 · 2,639 sh | 2,639 | $355.0K | <0.01% | 0.0% |
| 725 | Dynamic Advisor Solutions#725 · 2,608 sh | 2,608 | $351.2K | — | +7.1% |
| 726 | PALISADE CAPITAL MANAGEMENT#726 · 2,605 sh | 2,605 | $350.9K | 0.02% | +1.3% |
| 727 | Livforsakringsbolaget Skandia, Omsesidigt#727 · 2,597 sh | 2,597 | $349.7K | — | 0.0% |
| 728 | Ameritas Investment Partners#728 · 2,584 sh | 2,584 | $348.0K | <0.01% | -4.0% |
| 729 | CX Institutional#729 · 2,574 sh | 2,574 | $347.0K | — | +24.6% |
| 730 | World Investment Advisors#730 · 2,541 sh | 2,541 | $344.0K | <0.01% | +0.6% |
| 731 | OLD NATIONAL BANCORP#731 · 2,551 sh | 2,551 | $343.6K | — | -4.5% |
| 732 | PANAGORA ASSET MANAGEMENT#732 · 2,550 sh | 2,550 | $343.5K | <0.01% | 0.0% |
| 733 | IHT Wealth Management#733 · 2,529 sh | 2,529 | $340.6K | <0.01% | -25.0% |
| 734 | C M BIDWELL & ASSOCIATES LTD#734 · 2,506 sh | 2,506 | $337.5K | 0.14% | +15.1% |
| 735 | UMB Bank, n.a.#735 · 2,500 sh | 2,500 | $336.7K | <0.01% | +2.0% |
| 736 | ELLERSON GROUP#736 · 2,475 sh | 2,475 | $333.4K | 0.20% | 0.0% |
| 737 | Storgate#737 · 2,470 sh | 2,470 | $332.7K | 0.07% | New |
| 738 | GHP Investment Advisors#738 · 2,460 sh | 2,460 | $331.3K | — | 0.0% |
| 739 | Foundations Investment Advisors#739 · 2,441 sh | 2,441 | $328.8K | <0.01% | +19.4% |
| 740 | Larry Mathis Financial Planning#740 · 2,429 sh | 2,429 | $327.2K | — | -10.6% |
| 741 | EVERPAR ADVISORS#741 · 2,417 sh | 2,417 | $325.5K | 0.09% | -6.1% |
| 742 | CAHILL FINANCIAL ADVISORS#742 · 2,416 sh | 2,416 | $325.4K | 0.03% | 0.0% |
| 743 | YCG#743 · 2,390 sh | 2,390 | $321.9K | 0.03% | -97.9% |
| 744 | RENAISSANCE GROUP#744 · 2,388 sh | 2,388 | $321.7K | 0.01% | +3.6% |
| 745 | MARTINGALE ASSET MANAGEMENT L P#745 · 2,339 sh | 2,339 | $315.0K | <0.01% | -1.1% |
| 746 | Cooper Financial Group#746 · 2,336 sh | 2,336 | $314.6K | — | -3.7% |
| 747 | CIDEL ASSET MANAGEMENT#747 · 2,328 sh | 2,328 | $313.6K | 0.02% | +8.4% |
| 748 | Prestige Wealth Management Group#748 · 2,320 sh | 2,320 | $312.5K | 0.06% | -39.5% |
| 749 | MIRABELLA FINANCIAL SERVICES LLP#749 · 2,319 sh | 2,319 | $312.3K | 0.03% | New |
| 750 | MCF Advisors#750 · 2,309 sh | 2,309 | $311.0K | 0.01% | 0.0% |
| 751 | BARTLETT & WEALTH MANAGEMENT#751 · 2,306 sh | 2,306 | $310.6K | <0.01% | -0.7% |
| 752 | MONETA GROUP INVESTMENT ADVISORS#752 · 2,300 sh | 2,300 | $309.8K | <0.01% | -5.0% |
| 753 | J. Team Financial#753 · 2,268 sh | 2,268 | $305.5K | 0.30% | New |
| 754 | Kathmere Capital Management#754 · 2,258 sh | 2,258 | $304.1K | — | -24.4% |
| 755 | WADDELL & ASSOCIATES#755 · 2,242 sh | 2,242 | $302.0K | 0.01% | New |
| 756 | Linden Thomas Advisory Services#756 · 2,242 sh | 2,242 | $302.0K | — | +7.5% |
| 757 | GROUP ONE TRADING, L.P.#757 · 2,201 sh | 2,201 | $296.5K | <0.01% | -50.3% |
| 758 | LOWE BROCKENBROUGH#758 · 2,190 sh | 2,190 | $295.0K | 0.01% | -7.9% |
| 759 | SlateStone Wealth#759 · 2,178 sh | 2,178 | $293.0K | 0.02% | +7.1% |
| 760 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#760 · 2,170 sh | 2,170 | $292.3K | 0.08% | +7.4% |
| 761 | Frec Markets#761 · 2,164 sh | 2,164 | $291.5K | 0.03% | +25.8% |
| 762 | Hilltop#762 · 2,120 sh | 2,120 | $285.5K | 0.02% | -29.4% |
| 763 | Diversified#763 · 2,106 sh | 2,106 | $283.7K | <0.01% | +6.1% |
| 764 | Cambria Investment Management, L.P.#764 · 2,098 sh | 2,098 | $282.6K | 0.01% | +36.4% |
| 765 | MATHER GROUP#765 · 2,091 sh | 2,091 | $281.7K | — | +13.2% |
| 766 | Aster Capital Management (DIFC) Ltd#766 · 2,074 sh | 2,074 | $279.3K | 0.06% | New |
| 767 | ORG Wealth Partners#767 · 2,072 sh | 2,072 | $279.1K | 0.04% | New |
| 768 | VestGen Advisors#768 · 2,051 sh | 2,051 | $276.2K | <0.01% | +21.6% |
| 769 | BAXTER BROS#769 · 2,050 sh | 2,050 | $276.1K | 0.03% | New |
| 770 | Sigma Planning#770 · 2,047 sh | 2,047 | $275.8K | — | +19.5% |
| 771 | FINANCIAL CONSULATE#771 · 2,017 sh | 2,017 | $271.7K | — | -8.4% |
| 772 | Cornerstone Select Advisors#772 · 2,017 sh | 2,017 | $271.7K | 0.11% | -2.5% |
| 773 | VIEWPOINT INVESTMENT PARTNERS#773 · 2,000 sh | 2,000 | $269.4K | — | New |
| 774 | Tolleson Wealth Management#774 · 2,000 sh | 2,000 | $269.4K | 0.04% | 0.0% |
| 775 | Mesirow Financial Investment Management#775 · 1,999 sh | 1,999 | $269.2K | <0.01% | 0.0% |
| 776 | PDS Planning#776 · 1,998 sh | 1,998 | $269.1K | 0.02% | +7.9% |
| 777 | Magnetar Financial#777 · 1,995 sh | 1,995 | $268.7K | <0.01% | New |
| 778 | Pallas Capital Advisors#778 · 1,983 sh | 1,983 | $267.1K | <0.01% | New |
| 779 | Walser Wealth Management Company, A Ltd Liability#779 · 1,978 sh | 1,978 | $266.4K | — | +25.6% |
| 780 | MGO ONE SEVEN#780 · 1,974 sh | 1,974 | $265.9K | <0.01% | -3.8% |
| 781 | EVERMAY WEALTH MANAGEMENT#781 · 1,967 sh | 1,967 | $264.9K | 0.03% | 0.0% |
| 782 | AlTi Global#782 · 1,954 sh | 1,954 | $263.2K | <0.01% | +27.5% |
| 783 | Relyea Zuckerberg Hanson#783 · 1,934 sh | 1,934 | $260.5K | — | -5.9% |
| 784 | JACKSON THORNTON WEALTH MANAGEMENT#784 · 1,930 sh | 1,930 | $260.0K | 0.02% | New |
| 785 | Gryphon Financial Partners#785 · 1,911 sh | 1,911 | $257.4K | 0.02% | +12.9% |
| 786 | Obermeyer Wealth Partners#786 · 1,892 sh | 1,892 | $254.8K | — | -19.2% |
| 787 | Keebeck Wealth Management#787 · 1,879 sh | 1,879 | $253.1K | 0.02% | New |
| 788 | Supplemental Annuity Collective of NJ#788 · 1,878 sh | 1,878 | $252.9K | 0.06% | -5.4% |
| 789 | Aaron Wealth Advisors#789 · 1,872 sh | 1,872 | $252.1K | — | -30.3% |
| 790 | Greenspring Advisors#790 · 1,869 sh | 1,869 | $251.7K | 0.01% | -0.5% |
| 791 | Triad Investment Management#791 · 1,852 sh | 1,852 | $249.4K | — | -87.6% |
| 792 | Morey & Quinn Wealth Partners#792 · 1,829 sh | 1,829 | $246.3K | 0.16% | +5.8% |
| 793 | Curated Wealth Partners#793 · 1,816 sh | 1,816 | $244.6K | — | New |
| 794 | Sowell Financial Services#794 · 1,800 sh | 1,800 | $242.5K | — | -5.4% |
| 795 | DV Trading#795 · 1,800 sh | 1,800 | $242.4K | <0.01% | 0.0% |
| 796 | Board of the Pension Protection Fund#796 · 1,800 sh | 1,800 | $242.4K | 0.23% | New |
| 797 | Valeo Financial Advisors#797 · 1,797 sh | 1,797 | $242.0K | — | -29.7% |
| 798 | Riverwater Partners#798 · 1,792 sh | 1,792 | $241.4K | 0.07% | -2.8% |
| 799 | Howard Capital Management#799 · 1,786 sh | 1,786 | $240.6K | — | New |
| 800 | Prime Capital Investment Advisors#800 · 1,783 sh | 1,783 | $240.2K | — | -14.0% |
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.