EW
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Evoke Wealth’s CBRE Group CBRE Stock Holding History

Evoke Wealth’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
Q1 		$500K Buy
3,693
+70
+2% +$10.6K 0.01% 404
2025
Q4 		$583K Buy
3,623
+456
+14% +$71.7K 0.01% 359
2025
Q3 		$499K Sell
3,167
-727
-19% -$112K 0.01% 359
2025
Q2 		$546K Sell
3,894
-1,152
-23% -$146K 0.01% 332
2025
Q1 		$660K Buy
5,046
+642
+15% +$87.2K 0.02% 235
2024
Q4 		$578K Buy
4,404
+118
+3% +$15.4K 0.02% 241
2024
Q3 		$534K Buy
+4,286
New +$467K 0.01% 243
2024
Q2 		– Sell
-4,207
Closed -$409K – 143
2024
Q1 		$409K Buy
+4,207
New +$378K 0.01% 285
2023
Q2 		– Sell
-3,893
Closed -$283K – 368
2023
Q1 		$283K Buy
+3,893
New +$318K 0.01% 278
2022
Q4 		– Sell
-255
Closed -$17K – 486
2022
Q3 		$17K Buy
255
+48
+23% +$3.81K ﹤0.01% 662
2022
Q2 		$15K Buy
207
+59
+40% +$4.75K ﹤0.01% 697
2022
Q1 		$14K Buy
148
+20
+16% +$1.95K ﹤0.01% 712
2021
Q4 		$14K Hold
128
– – ﹤0.01% 731
2021
Q3 		$12K Hold
128
– – ﹤0.01% 709
2021
Q2 		$11K Sell
128
-4
-3% -$341 ﹤0.01% 733
2021
Q1 		$10K Hold
132
– – ﹤0.01% 686
2020
Q4 		$8K Hold
132
– – ﹤0.01% 619
2020
Q3 		$6K Sell
132
-42
-24% -$1.92K ﹤0.01% 621
2020
Q2 		$8K Sell
174
-4
-2% -$173 ﹤0.01% 575
2020
Q1 		$6.71K Sell
178
-45
-20% -$2.49K ﹤0.01% 564
2019
Q4 		$13.7K Hold
223
– – ﹤0.01% 673
2019
Q3 		$11.8K Buy
+223
New +$11.7K ﹤0.01% 783

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evoke Wealth's CBRE Position: Q1 2026 in Review

Evoke Wealth increased its CBRE Group (CBRE) stake by 1.9% in Q1 2026, buying an estimated $10.6K and bringing the position to 3,693 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #404.

Evoke Wealth first reported a position in CBRE in Q3 2019 and has held it in 22 quarters since. The position peaked at $660K in Q1 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Evoke Wealth held 3,693 shares of CBRE Group worth $500K as of Q1 2026.
  • Evoke Wealth bought 70 CBRE Group shares in Q1 2026, an estimated $10.6K.
  • CBRE Group made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #404 holding.
  • Evoke Wealth first reported a position in CBRE Group in Q3 2019 and has held it in 22 quarters since.
  • Evoke Wealth's CBRE Group position peaked at $660K in Q1 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.