Cbre Global Real Estate Income Fund
IGR- Exchange
- NYSE
- SEC CIK
- 0001268884
No open-market purchases or sales by Cbre Global Real Estate Income Fund insiders were filed in the last 90 days; 122 institutions reported holding it in 13F filings for Q2 2026, worth $168.4M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Cbre Global Real Estate Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 120
- −4 vs. Q1 2021
- Shares held
- 32.3M
- +160.8K (+0.5%) vs. Q1 2021
- Total value
- $297.4M
- +$46.3M (+18.4%) vs. Q1 2021
- New holders
- 15
- 46 more added
- Sold out
- 19
- 37 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IGR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 122 | $168.4M |
| Q1 2026 | 124 | $155.7M |
| Q4 2025 | 131 | $160.7M |
| Q3 2025 | 115 | $165.8M |
| Q2 2025 | 116 | $184.2M |
| Q1 2025 | 118 | $184.5M |
| Q4 2024 | 134 | $167.8M |
| Q3 2024 | 107 | $224.6M |
| Q2 2024 | 113 | $172.2M |
| Q1 2024 | 121 | $189.9M |
| Q4 2023 | 133 | $217.1M |
| Q3 2023 | 124 | $191.0M |
| Q2 2023 | 136 | $231.5M |
| Q1 2023 | 124 | $155.3M |
| Q4 2022 | 126 | $154.0M |
| Q3 2022 | 118 | $160.7M |
| Q2 2022 | 126 | $226.5M |
| Q1 2022 | 125 | $269.3M |
| Q4 2021 | 127 | $304.7M |
| Q3 2021 | 117 | $263.8M |
| Q2 2021 | 120 | $297.4M |
| Q1 2021 | 124 | $251.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 7,178,437 | $63.2M | 0.04% | +10,805+0.2% | Added |
| UBS Group AG | 3,620,962 | $31.9M | 0.01% | +179,094+5.2% | Added |
| Morgan Stanley | 3,249,843 | $28.6M | 0.00% | +444,471+15.8% | Added |
| Wells Fargo & Company | 2,924,241 | $25.8M | 0.01% | +189,342+6.9% | Added |
| Bank of America Corp | 2,858,778 | $25.2M | 0.00% | +881,343+44.6% | Added |
| Advisors Asset Management, Inc. | 1,154,413 | $22.9M | 0.33% | +61,049+5.6% | Added |
| City of London Investment Management Co Ltd | 1,422,571 | $12.5M | 0.65% | −607,908−29.9% | Reduced |
| 1607 Capital Partners, LLC | 1,290,611 | $11.4M | 0.55% | −516,087−28.6% | Reduced |
| Advisor Group Holdings, Inc. | 541,028 | $4.77M | 0.01% | −63,032−10.4% | Reduced |
| Flagship Harbor Advisors, LLC | 521,353 | $4.59M | 0.49% | +31,681+6.5% | Added |
| Ameriprise Financial Inc | 495,397 | $4.37M | 0.00% | +6,164+1.3% | Added |
| Raymond James & Associates | 447,357 | $3.94M | 0.00% | +100,431+28.9% | Added |
| Royal Bank of Canada | 429,893 | $3.79M | 0.00% | +68,177+18.8% | Added |
| Brinker Capital Investments, LLC | 362,107 | $3.19M | 0.04% | −47,687−11.6% | Reduced |
| WealthTrust Axiom LLC | 299,580 | $2.64M | 0.85% | −4,276−1.4% | Reduced |
| LPL Financial LLC | 265,976 | $2.34M | 0.00% | −683−0.3% | Reduced |
| Cetera Advisors LLC | 247,682 | $2.18M | 0.05% | +11,237+4.8% | Added |
| Shaker Financial Services, LLC | 205,247 | $1.81M | 0.67% | +159,613+349.8% | Added |
| Centaurus Financial, Inc. | 193,790 | $1.71M | 0.14% | −5,682−2.8% | Reduced |
| Samalin Investment Counsel, LLC | 193,369 | $1.70M | 1.10% | −2,966−1.5% | Reduced |
| Stifel Financial Corp | 180,216 | $1.59M | 0.00% | +9,459+5.5% | Added |
| Stephens Inc | 167,086 | $1.47M | 0.02% | +201+0.1% | Added |
| Roman Butler Fullerton & Co | 160,852 | $1.42M | 0.69% | +8,514+5.6% | Added |
| Cohen & Steers, Inc. | 153,476 | $1.35M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 151,522 | $1.33M | 0.00% | −12,463−7.6% | Reduced |
| Peapack Gladstone Financial Corp | 150,710 | $1.33M | 0.03% | −6,467−4.1% | Reduced |
| Marks Group Wealth Management, Inc | 146,677 | $1.29M | 0.18% | −188−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 131,516 | $1.20M | 0.27% | −2,814−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 135,191 | $1.19M | 0.01% | +13,301+10.9% | Added |
| Baird Financial Group, Inc. | 133,942 | $1.18M | 0.00% | −20,691−13.4% | Reduced |
| Charter Oak Capital Management, LLC | 131,727 | $1.16M | 0.15% | +2,076+1.6% | Added |
| Cooper Financial Group | 120,690 | $1.06M | 0.22% | +606+0.5% | Added |
| Global Endowment Management, LP | 120,000 | $1.06M | 0.06% | −30,000−20.0% | Reduced |
| Financial Advocates Investment Management | 106,000 | $934.0K | 0.07% | +6,058+6.1% | Added |
| Orion Portfolio Solutions, LLC | 102,114 | $900.0K | 0.04% | −7,094−6.5% | Reduced |
| Envestnet Asset Management Inc | 93,638 | $825.0K | 0.00% | −12,835−12.1% | Reduced |
| Cerity Partners LLC | 88,208 | $777.0K | 0.02% | +88,208 | New |
| Cambridge Investment Research Advisors, Inc. | 87,582 | $772.0K | 0.00% | +700+0.8% | Added |
| First Republic Investment Management, Inc. | 80,111 | $706.0K | 0.00% | +5,111+6.8% | Added |
| Commonwealth Equity Services, LLC | 79,891 | $703.0K | 0.00% | +3,382+4.4% | Added |
| Claraphi Advisory Network, LLC | 79,522 | $701.0K | 0.21% | −410−0.5% | Reduced |
| Cornerstone Advisors, LLC | 78,181 | $689.0K | 0.04% | +78,181 | New |
| Quantedge Capital Pte Ltd | 77,336 | $681.0K | 0.33% | −200,800−72.2% | Reduced |
| Janney Montgomery Scott LLC | 76,358 | $673.0K | 0.00% | +7,714+11.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 74,753 | $659.0K | 0.21% | +12,487+20.1% | Added |
| Stolper Co | 71,113 | $627.0K | 0.30% | +180+0.3% | Added |
| Dynamic Advisor Solutions LLC | 71,093 | $626.0K | 0.05% | −964−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 67,881 | $599.0K | 0.09% | +2,051+3.1% | Added |
| Moors & Cabot, Inc. | 64,233 | $566.0K | 0.04% | −3,274−4.8% | Reduced |
| Burney Co | 61,280 | $540.0K | 0.03% | −22,602−26.9% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $484.0K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 52,172 | $459.0K | 0.00% | +130.0% | Added |
| Walleye Capital LLC | 44,926 | $396.0K | 0.01% | +44,926 | New |
| IHT Wealth Management, LLC | 44,719 | $394.0K | 0.02% | +31+0.1% | Added |
| Park Avenue Securities LLC | 42,745 | $377.0K | 0.01% | −1,071−2.4% | Reduced |
| Laidlaw Wealth Management LLC | 42,132 | $371.0K | 0.10% | +2,292+5.8% | Added |
| Invesco Ltd. | 42,008 | $370.0K | 0.00% | −321−0.8% | Reduced |
| Bryn Mawr Trust Co | 41,267 | $364.0K | 0.01% | −7,465−15.3% | Reduced |
| Camden Capital, LLC | 39,022 | $344.0K | 0.08% | 00.0% | Unchanged |
| Wintrust Investments LLC | 34,795 | $307.0K | 0.03% | +1,720+5.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 32,897 | $290.0K | 0.11% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 32,900 | $290.0K | 0.19% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 31,320 | $276.0K | 0.10% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 29,000 | $255.0K | 0.12% | +14,600+101.4% | Added |
| HighTower Advisors, LLC | 28,099 | $247.0K | 0.00% | −18,900−40.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 26,168 | $231.0K | 0.06% | −958−3.5% | Reduced |
| We Are One Seven, LLC | 26,035 | $229.0K | 0.03% | −896−3.3% | Reduced |
| Signet Financial Management, LLC | 24,899 | $219.0K | 0.08% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 23,425 | $212.0K | 0.06% | +281+1.2% | Added |
| D.A. Davidson & Co. | 23,176 | $204.0K | 0.00% | +3,154+15.8% | Added |
| Cetera Advisor Networks LLC | 21,398 | $189.0K | 0.00% | +4,633+27.6% | Added |
| Meridian Investment Counsel Inc. | 20,800 | $183.0K | 0.06% | −1,000−4.6% | Reduced |
| Leisure Capital Management | 20,000 | $176.0K | 0.10% | +20,000 | New |
| Quad-Cities Investment Group, LLC | 19,843 | $175.0K | 0.12% | +266+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 19,491 | $172.0K | 0.00% | −15,130−43.7% | Reduced |
| Mercer Global Advisors Inc | 18,617 | $164.0K | 0.00% | −207−1.1% | Reduced |
| Millennium Management LLC | 17,821 | $157.0K | 0.00% | +17,821 | New |
| Davenport & Co LLC | 17,577 | $155.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,305 | $152.0K | 0.00% | +4,825+38.7% | Added |
| Spire Wealth Management | 16,521 | $146.0K | 0.00% | +15,658+1,814.4% | Added |
| Capital Investment Advisors, LLC | 15,740 | $139.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15,825 | $139.0K | 0.06% | +3,000+23.4% | Added |
| Avantax Advisory Services, Inc. | 15,493 | $136.0K | 0.00% | +2,709+21.2% | Added |
| Holistic Financial Partners | 14,440 | $127.0K | 0.08% | +14,440 | New |
| Good Life Advisors, LLC | 14,242 | $125.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 14,070 | $124.0K | 0.00% | −421−2.9% | Reduced |
| Sigma Planning Corp | 14,005 | $123.0K | 0.00% | +42+0.3% | Added |
| Foster & Motley Inc | 13,691 | $121.0K | 0.01% | −300−2.1% | Reduced |
| Nations Financial Group Inc, | 13,534 | $119.0K | 0.02% | +40.0% | Added |
| WNY Asset Management, LLC | 12,885 | $113.0K | 0.04% | −1,750−12.0% | Reduced |
| FourThought Financial, LLC | 11,312 | $99.0K | 0.01% | −3,157−21.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,225 | $99.0K | 0.00% | +11,225 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 11,150 | $98.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,054 | $98.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,164 | $98.0K | 0.03% | +11,164 | New |
| Wetherby Asset Management Inc | 10,725 | $94.0K | 0.01% | +10,725 | New |
| NEXT Financial Group, Inc | 7,317 | $64.0K | 0.01% | −16,530−69.3% | Reduced |
| American Portfolios Advisors | 4,601 | $40.5K | 0.00% | +800+21.0% | Added |
| Fifth Third Bancorp | 4,500 | $40.0K | 0.00% | −2,273−33.6% | Reduced |
| Pinnacle Financial Partners Inc | 3,579 | $32.0K | 0.00% | −16,407−82.1% | Reduced |