EWM
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Evercore Wealth Management’s CBRE Group CBRE Stock Holding History

Evercore Wealth 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 		$134M Sell
987,081
-9,919
-1% -$1.51M 2.1% 16
2025
Q4 		$160M Sell
997,000
-26,385
-3% -$4.15M 2.35% 12
2025
Q3 		$161M Sell
1,023,385
-15,118
-1% -$2.34M 2.37% 13
2025
Q2 		$146M Sell
1,038,503
-17,718
-2% -$2.24M 2.26% 13
2025
Q1 		$138M Sell
1,056,221
-46,988
-4% -$6.39M 2.22% 16
2024
Q4 		$145M Sell
1,103,209
-75,685
-6% -$9.91M 2.17% 16
2024
Q3 		$147M Sell
1,178,894
-19,211
-2% -$2.09M 2.2% 13
2024
Q2 		$107M Sell
1,198,105
-2,393
-0.2% -$212K 1.68% 22
2024
Q1 		$117M Sell
1,200,498
-2,536
-0.2% -$228K 1.83% 21
2023
Q4 		$112M Sell
1,203,034
-61
-0% -$4.74K 1.88% 18
2023
Q3 		$88.9M Sell
1,203,095
-3,807
-0.3% -$316K 1.66% 23
2023
Q2 		$97.4M Sell
1,206,902
-66,676
-5% -$4.99M 1.79% 20
2023
Q1 		$92.7M Sell
1,273,578
-15,588
-1% -$1.27M 1.85% 15
2022
Q4 		$99.2M Buy
1,289,166
+12,565
+1% +$928K 2.08% 12
2022
Q3 		$86.2M Buy
1,276,601
+12,385
+1% +$982K 1.94% 14
2022
Q2 		$93.1M Buy
1,264,216
+11,101
+0.9% +$894K 1.96% 15
2022
Q1 		$115M Sell
1,253,115
-1,634
-0.1% -$159K 2.03% 14
2021
Q4 		$136M Sell
1,254,749
-20,097
-2% -$2.06M 2.21% 11
2021
Q3 		$124M Sell
1,274,846
-29,300
-2% -$2.72M 2.25% 11
2021
Q2 		$112M Sell
1,304,146
-28,950
-2% -$2.47M 2.05% 14
2021
Q1 		$105M Sell
1,333,096
-126,302
-9% -$8.93M 2.09% 12
2020
Q4 		$91.5M Sell
1,459,398
-5,145
-0.4% -$291K 1.97% 13
2020
Q3 		$68.8M Buy
1,464,543
+13,028
+0.9% +$595K 1.68% 18
2020
Q2 		$65.6M Sell
1,451,515
-80,405
-5% -$3.47M 1.75% 16
2020
Q1 		$57.8M Buy
1,531,920
+15,269
+1% +$844K 1.9% 16
2019
Q4 		$93M Sell
1,516,651
-2,070
-0.1% -$115K 2.5% 10
2019
Q3 		$80.5M Buy
1,518,721
+21,244
+1% +$1.12M 2.36% 10
2019
Q2 		$76.8M Buy
1,497,477
+13,309
+0.9% +$661K 2.33% 10
2019
Q1 		$73.4M Buy
1,484,168
+35,572
+2% +$1.67M 2.36% 10
2018
Q4 		$58M Buy
1,448,596
+20,105
+1% +$831K 2.19% 9
2018
Q3 		$63M Sell
1,428,491
-30,594
-2% -$1.46M 2.01% 12
2018
Q2 		$69.7M Buy
1,459,085
+45,640
+3% +$2.16M 2.38% 7
2018
Q1 		$66.7M Sell
1,413,445
-31,506
-2% -$1.44M 2.55% 7
2017
Q4 		$62.6M Sell
1,444,951
-43,559
-3% -$1.81M 2.33% 7
2017
Q3 		$56.4M Sell
1,488,510
-107,205
-7% -$3.94M 2.2% 10
2017
Q2 		$58.1M Sell
1,595,715
-40,234
-2% -$1.4M 2.24% 9
2017
Q1 		$56.9M Sell
1,635,949
-23,960
-1% -$801K 2.23% 9
2016
Q4 		$52.3M Sell
1,659,909
-22,625
-1% -$655K 2.17% 9
2016
Q3 		$47.1M Buy
1,682,534
+21,578
+1% +$616K 1.95% 11
2016
Q2 		$44M Buy
1,660,956
+27,553
+2% +$806K 1.94% 11
2016
Q1 		$47.1M Buy
1,633,403
+353,444
+28% +$9.72M 2.08% 10
2015
Q4 		$44.3M Buy
1,279,959
+54,567
+4% +$1.92M 2.05% 10
2015
Q3 		$39.2M Buy
1,225,392
+91,553
+8% +$3.25M 1.87% 9
2015
Q2 		$42M Buy
1,133,839
+35,367
+3% +$1.34M 1.89% 7
2015
Q1 		$42.5M Buy
1,098,472
+35,525
+3% +$1.22M 1.95% 7
2014
Q4 		$36.4M Buy
1,062,947
+54,639
+5% +$1.75M 1.82% 10
2014
Q3 		$30M Buy
1,008,308
+58,341
+6% +$1.83M 1.5% 17
2014
Q2 		$30.4M Buy
949,967
+80,315
+9% +$2.32M 1.57% 13
2014
Q1 		$23.8M Buy
869,652
+277,350
+47% +$7.48M 1.34% 20
2013
Q4 		$15.6M Buy
+592,302
New +$14.1M 0.86% 40

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evercore Wealth Management's CBRE Position: Q1 2026 in Review

Evercore Wealth Management reduced its CBRE Group (CBRE) stake by 0.99% in Q1 2026, selling an estimated $1.51M and leaving 987,081 shares worth $134M. The position accounts for 2.1% of the portfolio, ranked #16.

Evercore Wealth Management first reported a position in CBRE in Q4 2013 and has held it in 50 quarters since. The position peaked at $161M in Q3 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Evercore Wealth Management held 987,081 shares of CBRE Group worth $134M as of Q1 2026.
  • Evercore Wealth Management sold 9,919 CBRE Group shares in Q1 2026, an estimated $1.51M.
  • CBRE Group made up 2.1% of Evercore Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Evercore Wealth Management first reported a position in CBRE Group in Q4 2013 and has held it in 50 quarters since.
  • Evercore Wealth Management's CBRE Group position peaked at $161M in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.