Evermay Wealth Management’s CBRE Group CBRE Stock Holding History

Evermay 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 Q3	$253K	Hold	1,967	–	–	0.03%	181
2026 Q2	$265K	Hold	1,967	–	–	0.03%	179
2026 Q1	$266K	Hold	1,967	–	–	0.03%	168
2025 Q4	$316K	Sell	1,967 -50	-2%	-$7.86K	0.04%	160
2025 Q3	$318K	Hold	2,017	–	–	0.04%	159
2025 Q2	$283K	Hold	2,017	–	–	0.03%	172
2025 Q1	$264K	Hold	2,017	–	–	0.03%	167
2024 Q4	$265K	Hold	2,017	–	–	0.04%	169
2024 Q3	$251K	Hold	2,017	–	–	0.04%	175
2024 Q2	$180K	Hold	2,017	–	–	0.03%	206
2024 Q1	$196K	Sell	2,017 -4	-0.2%	-$359	0.03%	204
2023 Q4	$188K	Buy	2,021 +4	+0.2%	+$311	0.03%	186
2023 Q3	$149K	Hold	2,017	–	–	0.03%	192
2023 Q2	$163K	Hold	2,017	–	–	0.03%	198
2023 Q1	$147K	Hold	2,017	–	–	0.03%	204
2022 Q4	$155K	Buy	+2,017	New	+$149K	0.03%	186

Other funds holding CBRE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Evermay Wealth Management's CBRE Position: Q3 2026 in Review

Evermay Wealth Management held its CBRE Group (CBRE) position steady in Q3 2026 at 1,967 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #181.

Evermay Wealth Management first reported a position in CBRE in Q4 2022 and has held it in 16 quarters since. The position peaked at $318K in Q3 2025. 635 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

Evermay Wealth Management held 1,967 shares of CBRE Group worth $253K as of Q3 2026.
Evermay Wealth Management left its CBRE Group share count unchanged in Q3 2026.
CBRE Group made up 0.03% of Evermay Wealth Management's portfolio in Q3 2026, its #181 holding.
Evermay Wealth Management first reported a position in CBRE Group in Q4 2022 and has held it in 16 quarters since.
Evermay Wealth Management's CBRE Group position peaked at $318K in Q3 2025.
635 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.