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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Creative Financial Designs Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 216 | $1.00K | 0.00% | +4+1.9% | Added |
| Lenox Wealth Advisors, LLC | 73 | $1.00K | 0.00% | +73 | New |
| CWM, LLC | 221 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 185 | $2.00K | 0.00% | +185 | New |
| AdvisorNet Financial, Inc | 443 | $4.00K | 0.00% | +443 | New |
| Allworth Financial LP | 882 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,299 | $11.0K | 0.00% | +15+1.2% | Added |
| BDO Wealth Advisors, LLC | – | $11.0K | 0.00% | – | – |
| Assetmark, Inc | 1,269 | $11.0K | 0.00% | +1,269 | New |
| Selective Wealth Management, Inc. | 1,410 | $12.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,600 | $14.0K | 0.00% | +1,600 | New |
| Global Retirement Partners, LLC | 1,742 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,728 | $15.0K | 0.00% | +30+1.8% | Added |
| Cordasco Financial Network | 1,983 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2,300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,579 | $32.0K | 0.00% | −16,407−82.1% | Reduced |
| Pinnacle Wealth Advisors | 3,579 | $32.0K | 0.00% | +3,579 | New |
| Fifth Third Bancorp | 4,500 | $40.0K | 0.00% | −2,273−33.6% | Reduced |
| American Portfolios Advisors | 4,601 | $40.5K | 0.00% | +800+21.0% | Added |
| NEXT Financial Group, Inc | 7,317 | $64.0K | 0.01% | −16,530−69.3% | Reduced |
| Wetherby Asset Management Inc | 10,725 | $94.0K | 0.01% | +10,725 | 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 |
| 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 |
| WNY Asset Management, LLC | 12,885 | $113.0K | 0.04% | −1,750−12.0% | Reduced |
| Nations Financial Group Inc, | 13,534 | $119.0K | 0.02% | +40.0% | Added |
| Foster & Motley Inc | 13,691 | $121.0K | 0.01% | −300−2.1% | Reduced |
| Sigma Planning Corp | 14,005 | $123.0K | 0.00% | +42+0.3% | Added |
| Truist Financial Corp | 14,070 | $124.0K | 0.00% | −421−2.9% | Reduced |
| Good Life Advisors, LLC | 14,242 | $125.0K | 0.02% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $127.0K | 0.08% | +14,440 | New |
| Avantax Advisory Services, Inc. | 15,493 | $136.0K | 0.00% | +2,709+21.2% | 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 |
| Spire Wealth Management | 16,521 | $146.0K | 0.00% | +15,658+1,814.4% | Added |
| Private Advisor Group, LLC | 17,305 | $152.0K | 0.00% | +4,825+38.7% | Added |
| Davenport & Co LLC | 17,577 | $155.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 17,821 | $157.0K | 0.00% | +17,821 | New |
| Mercer Global Advisors Inc | 18,617 | $164.0K | 0.00% | −207−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,491 | $172.0K | 0.00% | −15,130−43.7% | Reduced |
| Quad-Cities Investment Group, LLC | 19,843 | $175.0K | 0.12% | +266+1.4% | Added |
| Leisure Capital Management | 20,000 | $176.0K | 0.10% | +20,000 | New |
| Meridian Investment Counsel Inc. | 20,800 | $183.0K | 0.06% | −1,000−4.6% | Reduced |
| Cetera Advisor Networks LLC | 21,398 | $189.0K | 0.00% | +4,633+27.6% | Added |
| D.A. Davidson & Co. | 23,176 | $204.0K | 0.00% | +3,154+15.8% | Added |
| Quattro Financial Advisors LLC | 23,425 | $212.0K | 0.06% | +281+1.2% | Added |
| Signet Financial Management, LLC | 24,899 | $219.0K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 26,035 | $229.0K | 0.03% | −896−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 26,168 | $231.0K | 0.06% | −958−3.5% | Reduced |
| HighTower Advisors, LLC | 28,099 | $247.0K | 0.00% | −18,900−40.2% | Reduced |
| Ahrens Investment Partners LLC | 29,000 | $255.0K | 0.12% | +14,600+101.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 31,320 | $276.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Wintrust Investments LLC | 34,795 | $307.0K | 0.03% | +1,720+5.2% | Added |
| Camden Capital, LLC | 39,022 | $344.0K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 41,267 | $364.0K | 0.01% | −7,465−15.3% | Reduced |
| Invesco Ltd. | 42,008 | $370.0K | 0.00% | −321−0.8% | Reduced |
| Laidlaw Wealth Management LLC | 42,132 | $371.0K | 0.10% | +2,292+5.8% | Added |
| Park Avenue Securities LLC | 42,745 | $377.0K | 0.01% | −1,071−2.4% | Reduced |
| IHT Wealth Management, LLC | 44,719 | $394.0K | 0.02% | +31+0.1% | Added |
| Walleye Capital LLC | 44,926 | $396.0K | 0.01% | +44,926 | New |
| Citigroup Inc | 52,172 | $459.0K | 0.00% | +130.0% | Added |
| Live Oak Private Wealth LLC | 54,884 | $484.0K | 0.11% | 00.0% | Unchanged |
| Burney Co | 61,280 | $540.0K | 0.03% | −22,602−26.9% | Reduced |
| Moors & Cabot, Inc. | 64,233 | $566.0K | 0.04% | −3,274−4.8% | Reduced |
| Transcend Wealth Collective, LLC | 67,881 | $599.0K | 0.09% | +2,051+3.1% | Added |
| Dynamic Advisor Solutions LLC | 71,093 | $626.0K | 0.05% | −964−1.3% | Reduced |
| Stolper Co | 71,113 | $627.0K | 0.30% | +180+0.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 74,753 | $659.0K | 0.21% | +12,487+20.1% | Added |
| Janney Montgomery Scott LLC | 76,358 | $673.0K | 0.00% | +7,714+11.2% | Added |
| Quantedge Capital Pte Ltd | 77,336 | $681.0K | 0.33% | −200,800−72.2% | Reduced |
| Cornerstone Advisors, LLC | 78,181 | $689.0K | 0.04% | +78,181 | New |
| Claraphi Advisory Network, LLC | 79,522 | $701.0K | 0.21% | −410−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 79,891 | $703.0K | 0.00% | +3,382+4.4% | Added |
| First Republic Investment Management, Inc. | 80,111 | $706.0K | 0.00% | +5,111+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,582 | $772.0K | 0.00% | +700+0.8% | Added |
| Cerity Partners LLC | 88,208 | $777.0K | 0.02% | +88,208 | New |
| Envestnet Asset Management Inc | 93,638 | $825.0K | 0.00% | −12,835−12.1% | Reduced |
| Orion Portfolio Solutions, LLC | 102,114 | $900.0K | 0.04% | −7,094−6.5% | Reduced |
| Financial Advocates Investment Management | 106,000 | $934.0K | 0.07% | +6,058+6.1% | Added |
| Global Endowment Management, LP | 120,000 | $1.06M | 0.06% | −30,000−20.0% | Reduced |
| Cooper Financial Group | 120,690 | $1.06M | 0.22% | +606+0.5% | Added |
| Charter Oak Capital Management, LLC | 131,727 | $1.16M | 0.15% | +2,076+1.6% | Added |
| Baird Financial Group, Inc. | 133,942 | $1.18M | 0.00% | −20,691−13.4% | Reduced |
| Rockefeller Capital Management L.P. | 135,191 | $1.19M | 0.01% | +13,301+10.9% | Added |
| 180 Wealth Advisors, LLC | 131,516 | $1.20M | 0.27% | −2,814−2.1% | Reduced |
| Marks Group Wealth Management, Inc | 146,677 | $1.29M | 0.18% | −188−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 150,710 | $1.33M | 0.03% | −6,467−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 151,522 | $1.33M | 0.00% | −12,463−7.6% | Reduced |
| Cohen & Steers, Inc. | 153,476 | $1.35M | 0.00% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 160,852 | $1.42M | 0.69% | +8,514+5.6% | Added |
| Stephens Inc | 167,086 | $1.47M | 0.02% | +201+0.1% | Added |
| Stifel Financial Corp | 180,216 | $1.59M | 0.00% | +9,459+5.5% | Added |