Everhart Financial Group, Inc.

Position in CBRE — Cbre Group, Inc.

CIK 1852858 Dublin, OH

Position in CBRE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$393,429

-$19,859 QoQ

Shares Held

2,921

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#701

of 1,064 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $848,289 across 3 Real Estate Services names. CBRE ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	2,921	$393,429
2	AGNT	AGNT, Inc.	52,172	$282,250
3	CWK	Cushman & Wakefield Ltd.	12,891	$172,610

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,429	2,921	-4.3%	Shares	Sole	2026-07-09
2026-03-31	$413,288	3,051	+37.4%	Shares	Sole	2026-04-09
2025-12-31	$357,114	2,221	+9.3%	Shares	Sole	2026-01-07
2025-09-30	$320,161	2,032	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.