Back to CBRE
Creative Planning CBRE Position History
CBRE Group, Inc. • Real Estate
Quarters held
9
Latest value
$16.2M
Q3 2026
Peak value
$16.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q3 2025 | $211K |
| Q4 2025 | $10M |
| Q4 2025 | $213K |
| Q1 2026 | $8.7M |
| Q2 2026 | $162K |
| Q2 2026 | $10.2M |
| Q3 2026 | $171K |
| Q3 2026 | $16.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.2M | 125.8K | — | — |
| Q3 2026 | $171K | 1.3K | — | — |
| Q2 2026 | $10.2M | 75.9K | — | — |
| Q2 2026 | $162K | 1.2K | — | — |
| Q1 2026 | $8.7M | 64.4K | — | — |
| Q4 2025 | $213K | 1.3K | — | — |
| Q4 2025 | $10M | 62.0K | — | — |
| Q3 2025 | $211K | 1.3K | — | — |
| Q3 2025 | $8.1M | 51.6K | — | — |