EWA
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EverSource Wealth Advisors’s CBRE Group CBRE Stock Holding History

EverSource Wealth 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 		$728K Sell
5,408
-304
-5% -$41.9K 0.02% 435
2026
Q1 		$774K Buy
5,712
+1,801
+46% +$274K 0.02% 455
2025
Q4 		$629K Sell
3,911
-169
-4% -$26.6K 0.02% 460
2025
Q3 		$643K Buy
4,080
+2,385
+141% +$369K 0.03% 422
2025
Q2 		$238K Buy
1,695
+725
+75% +$91.7K 0.01% 789
2025
Q1 		$127K Buy
970
+286
+42% +$38.9K 0.01% 822
2024
Q4 		$89.8K Buy
684
+205
+43% +$26.8K 0.01% 942
2024
Q3 		$59.6K Buy
479
+17
+4% +$1.85K ﹤0.01% 993
2024
Q2 		$52.1K Sell
462
-71
-13% -$6.3K ﹤0.01% 1068
2024
Q1 		$46.3K Buy
533
+165
+45% +$14.8K ﹤0.01% 1016
2023
Q4 		$34.3K Sell
368
-28
-7% -$2.18K ﹤0.01% 1042
2023
Q3 		$29.2K Sell
396
-24
-6% -$1.99K ﹤0.01% 992
2023
Q2 		$33.9K Sell
420
-389
-48% -$29.1K ﹤0.01% 978
2023
Q1 		$58.9K Sell
809
-19
-2% -$1.55K 0.01% 732
2022
Q4 		$63.7K Sell
828
-1,176
-59% -$86.9K 0.01% 651
2022
Q3 		$135K Buy
2,004
+1,489
+289% +$118K 0.03% 360
2022
Q2 		$38K Buy
515
+105
+26% +$8.45K 0.01% 680
2022
Q1 		$38K Sell
410
-260
-39% -$25.3K 0.01% 511
2021
Q4 		$73K Buy
+670
New +$68.7K 0.02% 354

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

EverSource Wealth Advisors's CBRE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CBRE Group (CBRE) stake by 5.3% in Q2 2026, selling an estimated $41.9K and leaving 5,408 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #435.

EverSource Wealth Advisors first reported a position in CBRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $774K in Q1 2026. 1,071 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • EverSource Wealth Advisors held 5,408 shares of CBRE Group worth $728K as of Q2 2026.
  • EverSource Wealth Advisors sold 304 CBRE Group shares in Q2 2026, an estimated $41.9K.
  • CBRE Group made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #435 holding.
  • EverSource Wealth Advisors first reported a position in CBRE Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CBRE Group position peaked at $774K in Q1 2026.
  • 1,071 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.