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Evercore Wealth Management, LLC: CBRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on CBRE, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 982,835 CBRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 982,835 shares
    Change vs previous 13F -4,246 shares

    1.87% of the 13F portfolio, value $132,378,047.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 987,081 shares
    Change vs previous 13F -9,919 shares

    2.1% of the 13F portfolio, value $133,709,992.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 997,000 shares
    Change vs previous 13F -26,385 shares

    2.35% of the 13F portfolio, value $160,307,630.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,023,385 shares
    Change vs previous 13F -15,118 shares

    2.37% of the 13F portfolio, value $161,244,540.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,038,503 shares
    Change vs previous 13F -17,718 shares

    2.26% of the 13F portfolio, value $145,515,041.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,056,221 shares
    Change vs previous 13F -46,988 shares

    2.22% of the 13F portfolio, value $138,132,582.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,103,209 shares
    Change vs previous 13F -75,685 shares

    2.17% of the 13F portfolio, value $144,840,310.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,178,894 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $146,748,725.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).