SEC 13F Intelligence

Evercore Wealth Management, LLC / CBRE

Evercore Wealth Management, LLC’s Cbre Group Inc Position

Does Evercore Wealth Management, LLC own Cbre Group Inc (CBRE)? Yes — 987.1K shares worth $134M (+2.10% of its 13F portfolio) as of Q1 2026, down from 997.0K shares the prior filed quarter.

Position Value
$134M
Q1 2026
Shares
987.1K
% of Portfolio
+2.10%
Quarters Held
30
currently held

Position History CBRE

Reported value by quarter
Q4 ’18: $58MQ4 ’18Q1 ’19: $73MQ2 ’19: $77MQ3 ’19: $81MQ4 ’19: $93MQ4 ’19Q1 ’20: $58MQ2 ’20: $66MQ3 ’20: $69MQ4 ’20: $92MQ4 ’20Q1 ’21: $105MQ2 ’21: $112MQ3 ’21: $124MQ4 ’21: $136MQ4 ’21Q1 ’22: $115MQ2 ’22: $93MQ3 ’22: $86MQ4 ’22: $99MQ4 ’22Q1 ’23: $93MQ2 ’23: $97MQ3 ’23: $89MQ4 ’23: $112MQ4 ’23Q1 ’24: $117MQ2 ’24: $107MQ3 ’24: $147MQ4 ’24: $145MQ4 ’24Q1 ’25: $138MQ2 ’25: $146MQ3 ’25: $161MQ4 ’25: $160MQ4 ’25Q1 ’26: $134Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026987.1K$134M+2.10%
Q4 2025997.0K$160M+2.35%
Q3 20251.02M$161M+2.37%
Q2 20251.04M$146M+2.26%
Q1 20251.06M$138M+2.22%
Q4 20241.10M$145M+2.17%
Q3 20241.18M$147M+2.20%
Q2 20241.20M$107M+1.68%
Q1 20241.20M$117M+1.83%
Q4 20231.20M$112M+1.88%
Q3 20231.20M$89M+1.66%
Q2 20231.21M$97M+1.79%
Q1 20231.27M$93M+1.85%
Q4 20221.29M$99M+2.08%
Q3 20221.28M$86M+1.94%
Q2 20221.26M$93M+1.96%
Q1 20221.25M$115M+2.03%
Q4 20211.25M$136M+2.21%
Q3 20211.27M$124M+2.25%
Q2 20211.30M$112M+2.05%
Q1 20211.33M$105M+2.09%
Q4 20201.46M$92M+1.97%
Q3 20201.46M$69M+1.68%
Q2 20201.45M$66M+1.75%
Q1 20201.53M$58M+1.90%
Q4 20191.52M$93M+2.50%
Q3 20191.52M$81M+2.36%
Q2 20191.50M$77M+2.33%
Q1 20191.48M$73M+2.36%
Q4 20181.45M$58M+2.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of CBRE.