EWM
Evercore Wealth Management’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146M | Sell |
1,038,503
-17,718
| -2% | -$2.48M | 2.26% | 13 |
|
|
2025
Q1 | $138M | Sell |
1,056,221
-46,988
| -4% | -$6.15M | 2.22% | 16 |
|
|
2024
Q4 | $145M | Sell |
1,103,209
-75,685
| -6% | -$9.94M | 2.17% | 16 |
|
|
2024
Q3 | $147M | Sell |
1,178,894
-19,211
| -2% | -$2.39M | 2.2% | 13 |
|
|
2024
Q2 | $107M | Sell |
1,198,105
-2,393
| -0.2% | -$213K | 1.68% | 22 |
|
|
2024
Q1 | $117M | Sell |
1,200,498
-2,536
| -0.2% | -$247K | 1.83% | 21 |
|
|
2023
Q4 | $112M | Sell |
1,203,034
-61
| -0% | -$5.68K | 1.88% | 18 |
|
|
2023
Q3 | $88.9M | Sell |
1,203,095
-3,807
| -0.3% | -$281K | 1.66% | 23 |
|
|
2023
Q2 | $97.4M | Sell |
1,206,902
-66,676
| -5% | -$5.38M | 1.79% | 20 |
|
|
2023
Q1 | $92.7M | Sell |
1,273,578
-15,588
| -1% | -$1.13M | 1.85% | 15 |
|
|
2022
Q4 | $99.2M | Buy |
1,289,166
+12,565
| +1% | +$967K | 2.08% | 12 |
|
|
2022
Q3 | $86.2M | Buy |
1,276,601
+12,385
| +1% | +$836K | 1.94% | 14 |
|
|
2022
Q2 | $93.1M | Buy |
1,264,216
+11,101
| +0.9% | +$817K | 1.96% | 15 |
|
|
2022
Q1 | $115M | Sell |
1,253,115
-1,634
| -0.1% | -$150K | 2.03% | 14 |
|
|
2021
Q4 | $136M | Sell |
1,254,749
-20,097
| -2% | -$2.18M | 2.21% | 11 |
|
|
2021
Q3 | $124M | Sell |
1,274,846
-29,300
| -2% | -$2.85M | 2.25% | 11 |
|
|
2021
Q2 | $112M | Sell |
1,304,146
-28,950
| -2% | -$2.48M | 2.05% | 14 |
|
|
2021
Q1 | $105M | Sell |
1,333,096
-126,302
| -9% | -$9.99M | 2.09% | 12 |
|
|
2020
Q4 | $91.5M | Sell |
1,459,398
-5,145
| -0.4% | -$323K | 1.97% | 13 |
|
|
2020
Q3 | $68.8M | Buy |
1,464,543
+13,028
| +0.9% | +$612K | 1.68% | 18 |
|
|
2020
Q2 | $65.6M | Sell |
1,451,515
-80,405
| -5% | -$3.64M | 1.75% | 16 |
|
|
2020
Q1 | $57.8M | Buy |
1,531,920
+15,269
| +1% | +$576K | 1.9% | 16 |
|
|
2019
Q4 | $93M | Sell |
1,516,651
-2,070
| -0.1% | -$127K | 2.5% | 10 |
|
|
2019
Q3 | $80.5M | Buy |
1,518,721
+21,244
| +1% | +$1.13M | 2.36% | 10 |
|
|
2019
Q2 | $76.8M | Buy |
1,497,477
+13,309
| +0.9% | +$683K | 2.33% | 10 |
|
|
2019
Q1 | $73.4M | Buy |
1,484,168
+35,572
| +2% | +$1.76M | 2.36% | 10 |
|
|
2018
Q4 | $58M | Buy |
1,448,596
+20,105
| +1% | +$805K | 2.19% | 9 |
|
|
2018
Q3 | $63M | Sell |
1,428,491
-30,594
| -2% | -$1.35M | 2.01% | 12 |
|
|
2018
Q2 | $69.7M | Buy |
1,459,085
+45,640
| +3% | +$2.18M | 2.38% | 7 |
|
|
2018
Q1 | $66.7M | Sell |
1,413,445
-31,506
| -2% | -$1.49M | 2.55% | 7 |
|
|
2017
Q4 | $62.6M | Sell |
1,444,951
-43,559
| -3% | -$1.89M | 2.33% | 7 |
|
|
2017
Q3 | $56.4M | Sell |
1,488,510
-107,205
| -7% | -$4.06M | 2.2% | 10 |
|
|
2017
Q2 | $58.1M | Sell |
1,595,715
-40,234
| -2% | -$1.46M | 2.24% | 9 |
|
|
2017
Q1 | $56.9M | Sell |
1,635,949
-23,960
| -1% | -$834K | 2.23% | 9 |
|
|
2016
Q4 | $52.3M | Sell |
1,659,909
-22,625
| -1% | -$712K | 2.17% | 9 |
|
|
2016
Q3 | $47.1M | Buy |
1,682,534
+21,578
| +1% | +$604K | 1.95% | 11 |
|
|
2016
Q2 | $44M | Buy |
1,660,956
+27,553
| +2% | +$730K | 1.94% | 11 |
|
|
2016
Q1 | $47.1M | Buy |
1,633,403
+353,444
| +28% | +$10.2M | 2.08% | 10 |
|
|
2015
Q4 | $44.3M | Buy |
1,279,959
+54,567
| +4% | +$1.89M | 2.05% | 10 |
|
|
2015
Q3 | $39.2M | Buy |
1,225,392
+91,553
| +8% | +$2.93M | 1.87% | 9 |
|
|
2015
Q2 | $42M | Buy |
1,133,839
+35,367
| +3% | +$1.31M | 1.89% | 7 |
|
|
2015
Q1 | $42.5M | Buy |
1,098,472
+35,525
| +3% | +$1.38M | 1.95% | 7 |
|
|
2014
Q4 | $36.4M | Buy |
1,062,947
+54,639
| +5% | +$1.87M | 1.82% | 10 |
|
|
2014
Q3 | $30M | Buy |
1,008,308
+58,341
| +6% | +$1.74M | 1.5% | 17 |
|
|
2014
Q2 | $30.4M | Buy |
949,967
+80,315
| +9% | +$2.57M | 1.57% | 13 |
|
|
2014
Q1 | $23.8M | Buy |
869,652
+277,350
| +47% | +$7.6M | 1.34% | 20 |
|
|
2013
Q4 | $15.6M | Buy |
+592,302
| New | +$15.6M | 0.86% | 40 |
|