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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 193,369 | $1.70M | 1.10% | −2,966−1.5% | Reduced |
| Centaurus Financial, Inc. | 193,790 | $1.71M | 0.14% | −5,682−2.8% | Reduced |
| Shaker Financial Services, LLC | 205,247 | $1.81M | 0.67% | +159,613+349.8% | Added |
| Cetera Advisors LLC | 247,682 | $2.18M | 0.05% | +11,237+4.8% | Added |
| LPL Financial LLC | 265,976 | $2.34M | 0.00% | −683−0.3% | Reduced |
| WealthTrust Axiom LLC | 299,580 | $2.64M | 0.85% | −4,276−1.4% | Reduced |
| Brinker Capital Investments, LLC | 362,107 | $3.19M | 0.04% | −47,687−11.6% | Reduced |
| Royal Bank of Canada | 429,893 | $3.79M | 0.00% | +68,177+18.8% | Added |
| Raymond James & Associates | 447,357 | $3.94M | 0.00% | +100,431+28.9% | Added |
| Ameriprise Financial Inc | 495,397 | $4.37M | 0.00% | +6,164+1.3% | Added |
| Flagship Harbor Advisors, LLC | 521,353 | $4.59M | 0.49% | +31,681+6.5% | Added |
| Advisor Group Holdings, Inc. | 541,028 | $4.77M | 0.01% | −63,032−10.4% | Reduced |
| 1607 Capital Partners, LLC | 1,290,611 | $11.4M | 0.55% | −516,087−28.6% | Reduced |
| City of London Investment Management Co Ltd | 1,422,571 | $12.5M | 0.65% | −607,908−29.9% | Reduced |
| Advisors Asset Management, Inc. | 1,154,413 | $22.9M | 0.33% | +61,049+5.6% | Added |
| Bank of America Corp | 2,858,778 | $25.2M | 0.00% | +881,343+44.6% | Added |
| Wells Fargo & Company | 2,924,241 | $25.8M | 0.01% | +189,342+6.9% | Added |
| Morgan Stanley | 3,249,843 | $28.6M | 0.00% | +444,471+15.8% | Added |
| UBS Group AG | 3,620,962 | $31.9M | 0.01% | +179,094+5.2% | Added |
| Parametric Portfolio Associates LLC | 7,178,437 | $63.2M | 0.04% | +10,805+0.2% | Added |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −4,809−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −581,449−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −51,105−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −44,641−100.0% | Sold out |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −16,441−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −15,150−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,191−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −6,309−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| DB Wealth Management Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |