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Evelyn Partners Asset Management’s CBRE Group CBRE Stock Holding History

Evelyn Partners Asset Management’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31K Hold
229
– – 0.01% 206
2025
Q4 		$36.8K Hold
229
– – 0.01% 172
2025
Q3 		$36.1K Hold
229
– – 0.01% 167
2025
Q2 		$32.1K Hold
229
– – 0.01% 155
2025
Q1 		$29.9K Hold
229
– – 0.01% 158
2024
Q4 		$30.1K Buy
+229
New +$30K 0.01% 160

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evelyn Partners Asset Management's CBRE Position: Q1 2026 in Review

Evelyn Partners Asset Management held its CBRE Group (CBRE) position steady in Q1 2026 at 229 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #206.

Evelyn Partners Asset Management first reported a position in CBRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.8K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Evelyn Partners Asset Management held 229 shares of CBRE Group worth $31K as of Q1 2026.
  • Evelyn Partners Asset Management left its CBRE Group share count unchanged in Q1 2026.
  • CBRE Group made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #206 holding.
  • Evelyn Partners Asset Management first reported a position in CBRE Group in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's CBRE Group position peaked at $36.8K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.