SEC 13F Intelligence

Florida Trust Wealth Management Co / CBRE

Florida Trust Wealth Management Co’s Cbre Group Inc Position

Does Florida Trust Wealth Management Co own Cbre Group Inc (CBRE)? Yes — 202.7K shares worth $27M (+0.77% of its 13F portfolio) as of Q1 2026, down from 204.7K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
202.7K
% of Portfolio
+0.77%
Quarters Held
10
currently held

Position History CBRE

Reported value by quarter
Q4 ’23: $23MQ4 ’23Q1 ’24: $24MQ2 ’24: $21MQ2 ’24Q3 ’24: $28MQ4 ’24: $29MQ4 ’24Q1 ’25: $28MQ2 ’25: $29MQ2 ’25Q3 ’25: $33MQ4 ’25: $33MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026202.7K$27M+0.77%
Q4 2025204.7K$33M+0.91%
Q3 2025209.6K$33M+0.94%
Q2 2025210.5K$29M+0.91%
Q1 2025212.9K$28M+0.90%
Q4 2024217.4K$29M+0.91%
Q3 2024221.9K$28M+0.88%
Q2 2024230.9K$21M+0.70%
Q1 2024243.5K$24M+0.81%
Q4 2023252.2K$23M+0.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of CBRE.