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Evernest Financial Advisors’s CBRE Group CBRE Stock Holding History

Evernest Financial Advisors’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 		– Sell
-1,405
Closed -$205K – 192
2026
Q1 		$205K Sell
1,405
-267
-16% -$40.6K 0.04% 172
2025
Q4 		$286K Sell
1,672
-619
-27% -$97.3K 0.06% 145
2025
Q3 		$361K Hold
2,291
– – 0.1% 137
2025
Q2 		$321K Hold
2,291
– – 0.1% 137
2025
Q1 		$300K Sell
2,291
-312
-12% -$42.4K 0.11% 129
2024
Q4 		$342K Hold
2,603
– – 0.09% 126
2024
Q3 		$324K Hold
2,603
– – 0.09% 124
2024
Q2 		$232K Hold
2,603
– – 0.1% 120
2024
Q1 		$221K Sell
2,603
-2,291
-47% -$206K 0.1% 120
2023
Q4 		$456K Buy
+4,894
New +$380K 0.23% 90
2021
Q4 		$225K Buy
+2,603
New +$267K 0.12% 114

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

Evernest Financial Advisors's CBRE Position: Q2 2026 in Review

Evernest Financial Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 1,405 shares — an estimated $205K sold.

Evernest Financial Advisors first reported a position in CBRE in Q4 2021 and held it in 11 quarters. The position peaked at $456K in Q4 2023. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Evernest Financial Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 1,405 CBRE Group shares in Q2 2026, an estimated $205K.
  • Evernest Financial Advisors first reported a position in CBRE Group in Q4 2021 and held it in 11 quarters.
  • Evernest Financial Advisors's CBRE Group position peaked at $456K in Q4 2023.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.