SEC 13F Intelligence

American Trust Investment Advisors, LLC / CBRE

American Trust Investment Advisors, LLC’s Cbre Group Inc Position

Does American Trust Investment Advisors, LLC own Cbre Group Inc (CBRE)? Yes — 16.7K shares worth $2M (+1.25% of its 13F portfolio) as of Q1 2026, up from 15.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
16.7K
% of Portfolio
+1.25%
Quarters Held
30
currently held

Position History CBRE

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $2MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.7K$2M+1.25%
Q4 202515.8K$3M+1.36%
Q3 202515.7K$2M+1.28%
Q2 202527.5K$4M+1.94%
Q1 202531.9K$4M+1.74%
Q4 202432.7K$4M+1.76%
Q3 202432.2K$4M+1.64%
Q2 202431.1K$3M+1.35%
Q1 202430.0K$3M+1.39%
Q4 202330.4K$3M+1.47%
Q3 202330.5K$2M+1.25%
Q2 202329.2K$2M+1.32%
Q1 202328.5K$2M+1.25%
Q4 202227.7K$2M+1.35%
Q3 202227.0K$2M+1.17%
Q2 202226.6K$2M+1.23%
Q1 202225.8K$2M+1.21%
Q4 202126.2K$3M+1.42%
Q3 202126.3K$3M+1.44%
Q2 202126.3K$2M+1.21%
Q1 202126.3K$2M+1.21%
Q4 202039.1K$2M+1.52%
Q3 202039.0K$2M+1.33%
Q2 202078.2K$4M+2.86%
Q1 202075.0K$3M+2.85%
Q4 201972.2K$4M+3.22%
Q3 201972.2K$4M+2.94%
Q2 201972.3K$4M+2.88%
Q1 201976.5K$4M+2.91%
Q4 201878.1K$3M+2.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of CBRE.