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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Evermay Wealth Management's CBRE Position: Q2 2026 in Review

Evermay Wealth Management held its CBRE Group (CBRE) position steady in Q2 2026 at 1,967 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #179.

Evermay Wealth Management first reported a position in CBRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $318K in Q3 2025. 266 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Evermay Wealth Management held 1,967 shares of CBRE Group worth $265K as of Q2 2026.
Evermay Wealth Management left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #179 holding.
Evermay Wealth Management first reported a position in CBRE Group in Q4 2022 and has held it in 15 quarters since.
Evermay Wealth Management's CBRE Group position peaked at $318K in Q3 2025.
266 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.