Evercore Wealth Management, LLC
Holdings in CBRE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $160,307,629 | 997,000 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $161,244,540 | 1,023,385 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $145,515,039 | 1,038,503 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $138,132,581 | 1,056,221 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $144,840,308 | 1,103,209 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $146,748,724 | 1,178,894 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $106,763,135 | 1,198,105 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $116,736,425 | 1,200,498 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $111,990,434 | 1,203,034 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $88,860,596 | 1,203,095 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $97,409,058 | 1,206,902 | Shares | Other | 2023-08-04 |
| 2023-03-31 | $92,729,213 | 1,273,578 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $99,214,213 | 1,289,166 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $86,183,332 | 1,276,601 | Shares | Other | 2022-11-14 |
| 2022-06-30 | $93,058,939 | 1,264,216 | Shares | Defined | 2022-08-15 |
| 2022-03-31 | $114,685,084 | 1,253,115 | Shares | Other | 2022-05-16 |
| 2021-12-31 | $136,152,813 | 1,254,749 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $124,119,005 | 1,274,846 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $111,804,435 | 1,304,146 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $105,461,223 | 1,333,096 | Shares | Defined | 2021-05-17 |
| 2020-12-31 | $91,533,441 | 1,459,398 | Shares | Defined | 2021-02-16 |
| 2020-09-30 | $68,789,583 | 1,464,543 | Shares | Defined | 2020-11-16 |
| 2020-06-30 | $65,637,508 | 1,451,515 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $57,768,703 | 1,531,920 | Shares | Defined | 2020-05-14 |