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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Creative Financial Designs Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 220 | $1.00K | 0.00% | +4+1.9% | Added |
| Citigroup Inc | 235 | $2.00K | 0.00% | −51,937−99.5% | Reduced |
| Addison Advisors LLC | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 443 | $4.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 600 | $5.00K | 0.00% | +600 | New |
| Allworth Financial LP | 882 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,200 | $10.0K | 0.00% | – | – |
| Geneos Wealth Management Inc. | 1,321 | $11.0K | 0.00% | +22+1.7% | Added |
| Selective Wealth Management, Inc. | 1,410 | $12.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,758 | $14.0K | 0.00% | +30+1.7% | Added |
| Global Retirement Partners, LLC | 1,742 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,983 | $17.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,130 | $17.0K | 0.00% | +2,130 | New |
| Gemmer Asset Management LLC | 2,300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,579 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $41.0K | 0.02% | +5,000 | New |
| American Portfolios Advisors | 5,801 | $48.5K | 0.00% | +1,200+26.1% | Added |
| NEXT Financial Group, Inc | 7,793 | $65.0K | 0.01% | +476+6.5% | Added |
| FourThought Financial, LLC | 8,166 | $68.0K | 0.01% | −3,146−27.8% | Reduced |
| MJP Associates Inc | 10,000 | $84.0K | 0.03% | +10,000 | New |
| Creative Planning | 10,574 | $88.0K | 0.00% | +10,574 | New |
| Wetherby Asset Management Inc | 10,725 | $90.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,837 | $91.0K | 0.00% | −388−3.5% | Reduced |
| National Asset Management, Inc. | 10,782 | $91.0K | 0.00% | +10,782 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 11,150 | $93.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,334 | $95.0K | 0.00% | +280+2.5% | Added |
| Avantax Advisory Services, Inc. | 12,788 | $107.0K | 0.00% | −2,705−17.5% | Reduced |
| Mid Atlantic Financial Management Inc | 13,036 | $109.0K | 0.01% | +13,036 | New |
| Nations Financial Group Inc, | 13,538 | $113.0K | 0.02% | +40.0% | Added |
| Foster & Motley Inc | 13,691 | $114.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,052 | $117.0K | 0.00% | +47+0.3% | Added |
| Good Life Advisors, LLC | 14,242 | $119.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,039 | $126.0K | 0.00% | −701−4.5% | Reduced |
| Atticus Wealth Management, LLC | 15,825 | $132.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,305 | $136.0K | 0.00% | −1,000−5.8% | Reduced |
| Davenport & Co LLC | 17,758 | $148.0K | 0.00% | +181+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 18,691 | $156.0K | 0.00% | −800−4.1% | Reduced |
| Leisure Capital Management | 20,000 | $167.0K | 0.09% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 19,989 | $167.0K | 0.12% | +146+0.7% | Added |
| Meridian Investment Counsel Inc. | 20,100 | $168.0K | 0.06% | −700−3.4% | Reduced |
| Spire Wealth Management | 20,525 | $172.0K | 0.00% | +4,004+24.2% | Added |
| Cetera Advisor Networks LLC | 21,230 | $177.0K | 0.00% | −168−0.8% | Reduced |
| WNY Asset Management, LLC | 21,385 | $178.0K | 0.06% | +8,500+66.0% | Added |
| Walleye Trading LLC | 21,578 | $180.0K | 0.00% | +21,578 | New |
| Signet Financial Management, LLC | 23,330 | $195.0K | 0.03% | −1,569−6.3% | Reduced |
| HighTower Advisors, LLC | 25,099 | $210.0K | 0.00% | −3,000−10.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 26,635 | $223.0K | 0.05% | +467+1.8% | Added |
| D.A. Davidson & Co. | 26,809 | $224.0K | 0.00% | +3,633+15.7% | Added |
| Guggenheim Capital LLC | 28,043 | $234.0K | 0.00% | +28,043 | New |
| We Are One Seven, LLC | 26,410 | $242.0K | 0.03% | +375+1.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 31,320 | $262.0K | 0.10% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 32,500 | $272.0K | 0.10% | −397−1.2% | Reduced |
| IHT Wealth Management, LLC | 32,629 | $273.0K | 0.02% | −12,090−27.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,900 | $275.0K | 0.18% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 37,217 | $311.0K | 0.01% | −4,050−9.8% | Reduced |
| Invesco Ltd. | 41,799 | $349.0K | 0.00% | −209−0.5% | Reduced |
| Park Avenue Securities LLC | 42,915 | $359.0K | 0.01% | +170+0.4% | Added |
| Camden Capital, LLC | 44,476 | $372.0K | 0.07% | +5,454+14.0% | Added |
| Quantedge Capital Pte Ltd | 45,736 | $382.0K | 0.18% | −31,600−40.9% | Reduced |
| Laidlaw Wealth Management LLC | 46,624 | $390.0K | 0.10% | +4,492+10.7% | Added |
| Burney Co | 50,971 | $426.0K | 0.02% | −10,309−16.8% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $459.0K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 60,913 | $509.0K | 0.00% | −32,725−34.9% | Reduced |
| Moors & Cabot, Inc. | 64,879 | $545.0K | 0.03% | +646+1.0% | Added |
| Dynamic Advisor Solutions LLC | 70,718 | $591.0K | 0.04% | −375−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 67,954 | $619.0K | 0.06% | +73+0.1% | Added |
| Commonwealth Equity Services, LLC | 78,667 | $657.0K | 0.00% | −1,224−1.5% | Reduced |
| Janney Montgomery Scott LLC | 78,793 | $659.0K | 0.00% | +2,435+3.2% | Added |
| First Republic Investment Management, Inc. | 80,111 | $670.0K | 0.00% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 81,196 | $679.0K | 0.24% | +1,674+2.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 82,088 | $686.0K | 0.21% | +7,335+9.8% | Added |
| Baird Financial Group, Inc. | 91,856 | $768.0K | 0.00% | −42,086−31.4% | Reduced |
| Cerity Partners LLC | 92,570 | $774.0K | 0.02% | +4,362+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 98,597 | $824.0K | 0.00% | +11,015+12.6% | Added |
| Orion Portfolio Solutions, LLC | 101,239 | $846.0K | 0.03% | −875−0.9% | Reduced |
| Walleye Capital LLC | 105,295 | $880.0K | 0.03% | +60,369+134.4% | Added |
| Financial Advocates Investment Management | 105,712 | $884.0K | 0.06% | −288−0.3% | Reduced |
| Shaker Financial Services, LLC | 108,870 | $910.0K | 0.36% | −96,377−47.0% | Reduced |
| Global Endowment Management, LP | 120,000 | $1.00M | 0.07% | 00.0% | Unchanged |
| Cooper Financial Group | 122,365 | $1.02M | 0.21% | +1,675+1.4% | Added |
| Charter Oak Capital Management, LLC | 131,821 | $1.10M | 0.14% | +94+0.1% | Added |
| Stolper Co | 138,269 | $1.16M | 0.55% | +67,156+94.4% | Added |
| 180 Wealth Advisors, LLC | 130,145 | $1.17M | 0.26% | −1,371−1.0% | Reduced |
| Marks Group Wealth Management, Inc | 146,677 | $1.23M | 0.17% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 149,095 | $1.25M | 0.03% | −1,615−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 155,635 | $1.30M | 0.01% | +20,444+15.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 167,200 | $1.40M | 0.00% | +15,678+10.3% | Added |
| Stephens Inc | 167,407 | $1.40M | 0.02% | +321+0.2% | Added |
| Stifel Financial Corp | 171,252 | $1.43M | 0.00% | −8,964−5.0% | Reduced |
| Cohen & Steers, Inc. | 177,432 | $1.48M | 0.00% | +23,956+15.6% | Added |
| Samalin Investment Counsel, LLC | 195,369 | $1.63M | 1.06% | +2,000+1.0% | Added |
| Roman Butler Fullerton & Co | 186,192 | $1.68M | 0.78% | +25,340+15.8% | Added |
| Centaurus Financial, Inc. | 236,663 | $1.98M | 0.17% | +42,873+22.1% | Added |
| Cetera Advisors LLC | 246,352 | $2.06M | 0.04% | −1,330−0.5% | Reduced |