Position in CBRE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$615,123
+$250,774 QoQ
Shares Held
4,541
+100.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 17.925567055714602.ToString("F0")%
Shared 82.0744329442854.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,711,580 across 6 Real Estate Services names. CBRE ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KW |
Kennedy-Wilson Holdings, Inc.
|
1,154,920 | $12,496,234 | |
| 2 | CBRE |
Cbre Group, Inc.
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|
4,541 | $615,123 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
1,126 | $342,664 | |
| 4 | NMRK |
Newmark Group, Inc.
|
10,281 | $154,112 | |
| 5 | AGNT |
AGNT, Inc.
|
11,013 | $65,967 | |
| 6 | REAX |
Real Brokerage Inc
|
14,992 | $37,480 |
All Filings in CBRE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $615,123 | 4,541 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $364,349 | 2,266 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $412,964 | 2,621 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $306,441 | 2,187 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $276,207 | 2,112 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $257,459 | 1,961 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $244,104 | 1,961 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||