Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$132,378,044
-$1,331,946 QoQ
Shares Held
982,835
-0.4% QoQ
Ownership
0.339%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#52
of 1,064 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 5%
None 3%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Evercore Wealth Management, LLC holds $132,378,044 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
982,835 | $132,378,044 |
All Filings in CBRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,378,044 | 982,835 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $133,709,990 | 987,081 | Shares | Other | 2026-05-15 | |
| 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 | $65,637,507 | 1,451,515 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $57,768,702 | 1,531,920 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||