Skip to main content

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, Q3 2021

Institutional positions in Cbre Global Real Estate Income Fund as of Sep 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
117
−1 vs. Q2 2021
Shares held
31.5M
−809.5K (−2.5%) vs. Q2 2021
Total value
$263.8M
−$33.6M (−11.3%) vs. Q2 2021
New holders
9
43 more added
Sold out
10
38 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 117 institutions
Q1 2021: 124 institutionsQ2 2021: 120 institutionsQ3 2021: 117 institutionsQ4 2021: 127 institutionsQ1 2022: 125 institutionsQ2 2022: 126 institutionsQ3 2022: 118 institutionsQ4 2022: 126 institutionsQ1 2023: 124 institutionsQ2 2023: 136 institutionsQ3 2023: 124 institutionsQ4 2023: 133 institutionsQ1 2024: 121 institutionsQ2 2024: 113 institutionsQ3 2024: 107 institutionsQ4 2024: 134 institutionsQ1 2025: 118 institutionsQ2 2025: 116 institutionsQ3 2025: 115 institutionsQ4 2025: 131 institutionsQ1 2026: 124 institutionsQ2 2026: 122 institutions
Value heldQ3 2021: $263.8M
Q1 2021: $251.1MQ2 2021: $297.4MQ3 2021: $263.8MQ4 2021: $304.7MQ1 2022: $269.3MQ2 2022: $226.5MQ3 2022: $160.7MQ4 2022: $154.0MQ1 2023: $155.3MQ2 2023: $231.5MQ3 2023: $191.0MQ4 2023: $217.1MQ1 2024: $189.9MQ2 2024: $172.2MQ3 2024: $224.6MQ4 2024: $167.8MQ1 2025: $184.5MQ2 2025: $184.2MQ3 2025: $165.8MQ4 2025: $160.7MQ1 2026: $155.7MQ2 2026: $168.4M
Institutions holding IGR and their total value by quarter
QuarterHoldersValue
Q2 2026122$168.4M
Q1 2026124$155.7M
Q4 2025131$160.7M
Q3 2025115$165.8M
Q2 2025116$184.2M
Q1 2025118$184.5M
Q4 2024134$167.8M
Q3 2024107$224.6M
Q2 2024113$172.2M
Q1 2024121$189.9M
Q4 2023133$217.1M
Q3 2023124$191.0M
Q2 2023136$231.5M
Q1 2023124$155.3M
Q4 2022126$154.0M
Q3 2022118$160.7M
Q2 2022126$226.5M
Q1 2022125$269.3M
Q4 2021127$304.7M
Q3 2021117$263.8M
Q2 2021120$297.4M
Q1 2021124$251.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q2 2021.

Institutions holding IGR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Parametric Portfolio Associates LLC7,431,267$62.1M0.04%+252,830+3.5%Added
UBS Group AG3,632,844$30.4M0.01%+11,882+0.3%Added
Morgan Stanley3,554,714$29.7M0.00%+304,871+9.4%Added
Bank of America Corp2,994,846$25.0M0.00%+136,068+4.8%Added
Wells Fargo & Company2,493,604$20.8M0.00%−430,637−14.7%Reduced
Advisors Asset Management, Inc.1,293,412$10.8M0.16%+138,999+12.0%Added
1607 Capital Partners, LLC874,004$7.31M0.37%−416,607−32.3%Reduced
City of London Investment Management Co Ltd566,946$4.74M0.28%−855,625−60.1%Reduced
Flagship Harbor Advisors, LLC521,353$4.59M0.49%00.0%Unchanged
Ameriprise Financial Inc548,059$4.58M0.00%+52,662+10.6%Added
Cornerstone Advisors, LLC463,957$3.88M0.22%+385,776+493.4%Added
Raymond James & Associates407,988$3.41M0.00%−39,369−8.8%Reduced
Royal Bank of Canada394,391$3.30M0.00%−35,502−8.3%Reduced
Brinker Capital Investments, LLC361,585$3.02M0.05%−522−0.1%Reduced
Advisor Group Holdings, Inc.311,836$2.61M0.01%−229,192−42.4%Reduced
WealthTrust Axiom LLC288,283$2.41M0.82%−11,297−3.8%Reduced
LPL Financial LLC250,432$2.09M0.00%−15,544−5.8%Reduced
Cetera Advisors LLC246,352$2.06M0.04%−1,330−0.5%Reduced
Centaurus Financial, Inc.236,663$1.98M0.17%+42,873+22.1%Added
Roman Butler Fullerton & Co186,192$1.68M0.78%+25,340+15.8%Added
Samalin Investment Counsel, LLC195,369$1.63M1.06%+2,000+1.0%Added
Cohen & Steers, Inc.177,432$1.48M0.00%+23,956+15.6%Added
Stifel Financial Corp171,252$1.43M0.00%−8,964−5.0%Reduced
Stephens Inc167,407$1.40M0.02%+321+0.2%Added
Raymond James Financial Services Advisors, Inc.167,200$1.40M0.00%+15,678+10.3%Added
Rockefeller Capital Management L.P.155,635$1.30M0.01%+20,444+15.1%Added
Peapack Gladstone Financial Corp149,095$1.25M0.03%−1,615−1.1%Reduced
Marks Group Wealth Management, Inc146,677$1.23M0.17%00.0%Unchanged
180 Wealth Advisors, LLC130,145$1.17M0.26%−1,371−1.0%Reduced
Stolper Co138,269$1.16M0.55%+67,156+94.4%Added
Charter Oak Capital Management, LLC131,821$1.10M0.14%+94+0.1%Added
Cooper Financial Group122,365$1.02M0.21%+1,675+1.4%Added
Global Endowment Management, LP120,000$1.00M0.07%00.0%Unchanged
Shaker Financial Services, LLC108,870$910.0K0.36%−96,377−47.0%Reduced
Financial Advocates Investment Management105,712$884.0K0.06%−288−0.3%Reduced
Walleye Capital LLC105,295$880.0K0.03%+60,369+134.4%Added
Orion Portfolio Solutions, LLC101,239$846.0K0.03%−875−0.9%Reduced
Cambridge Investment Research Advisors, Inc.98,597$824.0K0.00%+11,015+12.6%Added
Cerity Partners LLC92,570$774.0K0.02%+4,362+4.9%Added
Baird Financial Group, Inc.91,856$768.0K0.00%−42,086−31.4%Reduced
Edmonds Duncan Registered Investment Advisors, LLC82,088$686.0K0.21%+7,335+9.8%Added
Claraphi Advisory Network, LLC81,196$679.0K0.24%+1,674+2.1%Added
First Republic Investment Management, Inc.80,111$670.0K0.00%00.0%Unchanged
Janney Montgomery Scott LLC78,793$659.0K0.00%+2,435+3.2%Added
Commonwealth Equity Services, LLC78,667$657.0K0.00%−1,224−1.5%Reduced
Transcend Wealth Collective, LLC67,954$619.0K0.06%+73+0.1%Added
Dynamic Advisor Solutions LLC70,718$591.0K0.04%−375−0.5%Reduced
Moors & Cabot, Inc.64,879$545.0K0.03%+646+1.0%Added
Envestnet Asset Management Inc60,913$509.0K0.00%−32,725−34.9%Reduced
Live Oak Private Wealth LLC54,884$459.0K0.09%00.0%Unchanged
Burney Co50,971$426.0K0.02%−10,309−16.8%Reduced
Laidlaw Wealth Management LLC46,624$390.0K0.10%+4,492+10.7%Added
Quantedge Capital Pte Ltd45,736$382.0K0.18%−31,600−40.9%Reduced
Camden Capital, LLC44,476$372.0K0.07%+5,454+14.0%Added
Park Avenue Securities LLC42,915$359.0K0.01%+170+0.4%Added
Invesco Ltd.41,799$349.0K0.00%−209−0.5%Reduced
Bryn Mawr Trust Co37,217$311.0K0.01%−4,050−9.8%Reduced
Brooks, Moore & Associates, Inc.32,900$275.0K0.18%00.0%Unchanged
IHT Wealth Management, LLC32,629$273.0K0.02%−12,090−27.0%Reduced
Pacific Wealth Strategies Group, Inc.32,500$272.0K0.10%−397−1.2%Reduced
Shepherd Kaplan Krochuk, LLC31,320$262.0K0.10%00.0%Unchanged
We Are One Seven, LLC26,410$242.0K0.03%+375+1.4%Added
Guggenheim Capital LLC28,043$234.0K0.00%+28,043New
D.A. Davidson & Co.26,809$224.0K0.00%+3,633+15.7%Added
Pinnacle Wealth Planning Services, Inc.26,635$223.0K0.05%+467+1.8%Added
HighTower Advisors, LLC25,099$210.0K0.00%−3,000−10.7%Reduced
Signet Financial Management, LLC23,330$195.0K0.03%−1,569−6.3%Reduced
Walleye Trading LLC21,578$180.0K0.00%+21,578New
WNY Asset Management, LLC21,385$178.0K0.06%+8,500+66.0%Added
Cetera Advisor Networks LLC21,230$177.0K0.00%−168−0.8%Reduced
Spire Wealth Management20,525$172.0K0.00%+4,004+24.2%Added
Meridian Investment Counsel Inc.20,100$168.0K0.06%−700−3.4%Reduced
Leisure Capital Management20,000$167.0K0.09%00.0%Unchanged
Quad-Cities Investment Group, LLC19,989$167.0K0.12%+146+0.7%Added
Steward Partners Investment Advisory, LLC18,691$156.0K0.00%−800−4.1%Reduced
Davenport & Co LLC17,758$148.0K0.00%+181+1.0%Added
Private Advisor Group, LLC16,305$136.0K0.00%−1,000−5.8%Reduced
Atticus Wealth Management, LLC15,825$132.0K0.06%00.0%Unchanged
Capital Investment Advisors, LLC15,039$126.0K0.00%−701−4.5%Reduced
Good Life Advisors, LLC14,242$119.0K0.02%00.0%Unchanged
Sigma Planning Corp14,052$117.0K0.00%+47+0.3%Added
Foster & Motley Inc13,691$114.0K0.01%00.0%Unchanged
Nations Financial Group Inc,13,538$113.0K0.02%+40.0%Added
Mid Atlantic Financial Management Inc13,036$109.0K0.01%+13,036New
Avantax Advisory Services, Inc.12,788$107.0K0.00%−2,705−17.5%Reduced
The PNC Financial Services Group, Inc.11,334$95.0K0.00%+280+2.5%Added
Spectrum Asset Management, Inc. (NB/CA)11,150$93.0K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co10,837$91.0K0.00%−388−3.5%Reduced
National Asset Management, Inc.10,782$91.0K0.00%+10,782New
Wetherby Asset Management Inc10,725$90.0K0.01%00.0%Unchanged
Creative Planning10,574$88.0K0.00%+10,574New
MJP Associates Inc10,000$84.0K0.03%+10,000New
FourThought Financial, LLC8,166$68.0K0.01%−3,146−27.8%Reduced
NEXT Financial Group, Inc7,793$65.0K0.01%+476+6.5%Added
American Portfolios Advisors5,801$48.5K0.00%+1,200+26.1%Added
FNY Investment Advisers, LLC5,000$41.0K0.02%+5,000New
Fifth Third Bancorp4,500$38.0K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc3,579$30.0K0.00%00.0%Unchanged
Blume Capital Management, Inc.3,000$25.0K0.01%00.0%Unchanged
Gemmer Asset Management LLC2,300$19.0K0.00%00.0%Unchanged