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CBRE Group Inc, CL-A

CBRE

CBRE Group Inc, CL-A

CBRE Group Inc, CL-A historical holders

total: 10

ValueAct Holdings CBRE Group Inc, CL-A transactions over time

Total transactions:
27
New positions:
2
Sold out:
1
Added:
13
Reduced:
11
Held since:
2025 Q2
Held for:
4 quarters
Latest activity:
2025 Q3
Jeffrey Ubben has been an institutional investor in CBRE Group Inc, CL-A (CBRE) since at least 2013 Q2. According to 2026 Q1 report, Jeffrey Ubben holds 234,591 shares with a market value of roughly $31.78M representing 0.56% of their equity portfolio. In our earliest available record from 2013 Q2, ValueAct Holdings held about 32.00M shares of CBRE. Jeffrey Ubben later completely sold out the position and reinvested in CBRE again in 2025 Q2. Since at least 2013 Q2, ValueAct Holdings has made 26 more transactions in this position.

Does Jeffrey Ubben still hold CBRE?

Yes, Jeffrey Ubben continues to hold CBRE Group Inc, CL-A (CBRE). According to their 2026 Q1 report, they maintain a position of 234,591 shares valued at approximately $31.78M, representing 0.56% of their equity portfolio.

Has Jeffrey Ubben reinvested in CBRE after selling?

Yes, Jeffrey Ubben has shown renewed interest in CBRE Group Inc, CL-A (CBRE). After completely selling their position, they reinitiated an investment in 2025 Q2, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$140.12
Weighted AVG sell price:
$157.56

CBRE transactions history by ValueAct Holdings

27 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q3
0.62%
234,591
$157.56
$36,962,158
-60.20% (-354,800)
-1%
2025 Q2
1.47%
589,391
$140.12
$82,585,467
new
+1.47%
2024 Q2
0.00%
0
$97.24
-100% (-2,470,748)
-5.29%
2024 Q1
5.29%
2,470,748
$97.24
$240,255,536
-46.73% (-2,167,000)
-4.22%
2023 Q3
7.69%
4,637,748
$73.86
$342,544,067
-49.80% (-4,600,000)
-5.28%
2023 Q2
11.59%
9,237,748
$80.71
$745,578,641
+0.03% (+2,784)
+0%
2022 Q2
10.83%
9,234,964
$73.61
$679,786,000
+0.03% (+2,355)
+0%
2021 Q3
10.41%
9,232,609
$97.36
$898,887,000
-9.77% (-1,000,000)
-1.08%
2021 Q2
9.72%
10,232,609
$85.73
$877,242,000
+0.03% (+2,789)
+0%
2020 Q2
5.30%
$45.22
+0.04% (+4,228)
2019 Q3
5.85%
$53.01
-22.68% (-3,000,000)
2019 Q2
7.08%
$51.30
+0.03% (+4,216)
2019 Q1
7.19%
$49.45
-33.63% (-6,700,000)
2018 Q4
9.93%
$40.04
+0.02% (+4,453)
2018 Q1
9.43%
$47.22
-20.07% (-5,000,000)
2017 Q4
10.92%
$43.31
-13.72% (-3,961,557)
2017 Q3
10.96%
$37.88
-16.00% (-5,500,000)
2017 Q2
11.18%
$36.40
-17.90% (-7,494,770)
2016 Q4
10.83%
$31.49
+20.95% (+7,253,196)
2016 Q3
8.43%
$27.98
+5.11% (+1,684,260)
2016 Q2
7.92%
$26.48
+0.01% (+3,889)
2016 Q1
9.47%
$28.82
+5.12% (+1,604,500)
2015 Q2
6.10%
$37.00
+0.02% (+5,175)
2014 Q4
6.72%
$34.25
-2.62% (-843,619)
2014 Q2
7.62%
$32.04
+0.01% (+3,085)
2013 Q3
6.71%
$23.13
+0.50% (+161,300)
2013 Q2
7.68%
$23.36
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.