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Everhart Financial Group’s CBRE Group CBRE Stock Holding History

Everhart Financial Group’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 		$393K Sell
2,921
-130
-4% -$17.9K 0.03% 311
2026
Q1 		$413K Buy
3,051
+830
+37% +$126K 0.04% 308
2025
Q4 		$357K Buy
2,221
+189
+9% +$29.7K 0.03% 300
2025
Q3 		$320K Buy
+2,032
New +$314K 0.03% 305

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Everhart Financial Group's CBRE Position: Q2 2026 in Review

Everhart Financial Group reduced its CBRE Group (CBRE) stake by 4.3% in Q2 2026, selling an estimated $17.9K and leaving 2,921 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #311.

Everhart Financial Group first reported a position in CBRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $413K in Q1 2026. 184 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Everhart Financial Group held 2,921 shares of CBRE Group worth $393K as of Q2 2026.
  • Everhart Financial Group sold 130 CBRE Group shares in Q2 2026, an estimated $17.9K.
  • CBRE Group made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #311 holding.
  • Everhart Financial Group first reported a position in CBRE Group in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's CBRE Group position peaked at $413K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.