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Evergreen Capital Management’s CBRE Group CBRE Stock Holding History

Evergreen Capital 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
Q2 		$406K Sell
3,012
-1,529
-34% -$211K 0.01% 1027
2026
Q1 		$615K Buy
4,541
+2,275
+100% +$346K 0.01% 664
2025
Q4 		$364K Sell
2,266
-355
-14% -$55.8K 0.01% 922
2025
Q3 		$413K Buy
2,621
+434
+20% +$67.1K 0.01% 751
2025
Q2 		$306K Buy
2,187
+75
+4% +$9.48K 0.01% 788
2025
Q1 		$276K Buy
2,112
+151
+8% +$20.5K 0.01% 797
2024
Q4 		$257K Hold
1,961
– – 0.01% 819
2024
Q3 		$244K Buy
+1,961
New +$214K 0.01% 827

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Capital Management's CBRE Position: Q2 2026 in Review

Evergreen Capital Management reduced its CBRE Group (CBRE) stake by 34% in Q2 2026, selling an estimated $211K and leaving 3,012 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #1027.

Evergreen Capital Management first reported a position in CBRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $615K in Q1 2026. 1,071 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Evergreen Capital Management held 3,012 shares of CBRE Group worth $406K as of Q2 2026.
  • Evergreen Capital Management sold 1,529 CBRE Group shares in Q2 2026, an estimated $211K.
  • CBRE Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1027 holding.
  • Evergreen Capital Management first reported a position in CBRE Group in Q3 2024 and has held it in 8 quarters since.
  • Evergreen Capital Management's CBRE Group position peaked at $615K in Q1 2026.
  • 1,071 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.