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
Q2 		– Sell
-3,693
Closed -$500K – 102
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 $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

Evoke Wealth's CBRE Position: Q2 2026 in Review

Evoke Wealth sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 3,693 shares — an estimated $500K sold.

Evoke Wealth first reported a position in CBRE in Q3 2019 and held it in 22 quarters. The position peaked at $660K in Q1 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Evoke Wealth reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,693 CBRE Group shares in Q2 2026, an estimated $500K.
  • Evoke Wealth first reported a position in CBRE Group in Q3 2019 and held it in 22 quarters.
  • 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 Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.