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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

CBRE holding history

Cbre Group, Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBRE overviewAll 13F holders of CBREFull Q3 2025 holdings

Shares (Q3 2025)
30,724
Value
$4.84M
% of portfolio
0.2%
Quarters held
18
Since Q1 2021
Holdings of CBRE by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202530,724$4.84M0.2%+415+1.4%AddedHolders
Q2 202530,309$4.25M0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202427,092$3.56M0.2%−338−1.2%ReducedHolders
Q3 202427,430$3.41M0.2%−187−0.7%ReducedHolders
Q2 202427,617$2.46M0.1%−282−1.0%ReducedHolders
Q1 202427,899$2.71M0.1%−100.0%ReducedHolders
Q4 202327,909$2.60M0.1%−419−1.5%ReducedHolders
Q3 202328,328$2.09M0.1%+468+1.7%AddedHolders
Q2 202327,860$2.25M0.1%+1,808+6.9%AddedHolders
Q1 202326,052$1.90M0.1%+312+1.2%AddedHolders
Q4 202225,740$1.98M0.1%−1,806−6.6%ReducedHolders
Q3 202227,546$1.86M0.1%+967+3.6%AddedHolders
Q2 202226,579$1.96M0.1%+3,379+14.6%AddedHolders
Q1 202223,200$2.12M0.1%−222−0.9%ReducedHolders
Q4 202123,422$2.54M0.1%+194+0.8%AddedHolders
Q3 202123,228$2.26M0.1%+118+0.5%AddedHolders
Q2 202123,110$1.98M0.1%+5,258+29.5%AddedHolders
Q1 202117,852$1.41M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.