Hero-rated investor ValueAct Capital significantly increased its investment in commercial real estate services firm CBRE Group during the second quarter of 2026. According to its latest 13F filing, the firm raised its share count by over 323%, bringing its total reported position to $133.67 million. This substantial purchase increased its portfolio weighting in CBRE from 0.56% to 2.37%.
Investors should note that 13F filings are delayed disclosures, reflecting the investor's portfolio as of June 30, 2026. The move coincided with a strong quarter for CBRE, which reported a 16% revenue increase and raised its full-year earnings guidance in late July. CBRE cited robust growth across its advisory, facilities management, and project management divisions as key drivers for its positive results.