Everhart Financial Group, Inc.

Position in CWK — Cushman & Wakefield Ltd.

CIK 1852858 Dublin, OH

Position in CWK

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

Position Value

$172,610

+$14,567 QoQ

Shares Held

12,891

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#199

of 308 holders

Holding Since

Dec 2025

3 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. CWK ranks #3 (20.3% of the industry book) .

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

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,610	12,891	0.0%	Shares	Sole	2026-07-09
2026-03-31	$158,043	12,891	-0.2%	Shares	Sole	2026-04-09
2025-12-31	$209,029	12,911	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.