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CAPTRUST FINANCIAL ADVISORS: CBRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CBRE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 114,148 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,148 shares
    Change vs previous 13F -4,005 shares

    0.02% of the 13F portfolio, value $15,374,570.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,153 shares
    Change vs previous 13F +27,549 shares

    0.03% of the 13F portfolio, value $16,004,941.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,604 shares
    Change vs previous 13F +73,156 shares

    0.03% of the 13F portfolio, value $14,568,217.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,448 shares
    Change vs previous 13F -2,403 shares

    0.01% of the 13F portfolio, value $2,749,079.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,851 shares
    Change vs previous 13F -3,186 shares

    0.01% of the 13F portfolio, value $2,781,514.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,037 shares
    Change vs previous 13F +1,402 shares

    0.01% of the 13F portfolio, value $3,012,771.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,635 shares
    Change vs previous 13F +1,469 shares

    0.01% of the 13F portfolio, value $2,840,517.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,166 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,510,249.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).