Position in CBRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$264,935
-$1,514 QoQ
Shares Held
1,967
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#775
of 1,064 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $266,316 across 2 Real Estate Services names. CBRE ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
1,967 | $264,935 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
299 | $1,381 |
All Filings in CBRE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,935 | 1,967 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $266,449 | 1,967 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $316,273 | 1,967 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $317,798 | 2,017 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $282,622 | 2,017 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $263,783 | 2,017 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $264,811 | 2,017 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $251,076 | 2,017 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $179,734 | 2,017 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $196,133 | 2,017 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $188,134 | 2,021 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $148,975 | 2,017 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $162,792 | 2,017 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $146,857 | 2,017 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $155,228 | 2,017 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||