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, Q4 2021
Institutional positions in Cbre Global Real Estate Income Fund as of Dec 31, 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
- 127
- +11 vs. Q3 2021
- Shares held
- 31.1M
- −331.8K (−1.1%) vs. Q3 2021
- Total value
- $304.7M
- +$41.0M (+15.6%) vs. Q3 2021
- New holders
- 19
- 42 more added
- Sold out
- 8
- 39 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 7,449,906 | $72.9M | 0.04% | +18,639+0.3% | Added |
| Morgan Stanley | 3,995,626 | $39.1M | 0.00% | +440,912+12.4% | Added |
| UBS Group AG | 3,622,398 | $35.5M | 0.01% | −10,446−0.3% | Reduced |
| Bank of America Corp | 3,134,694 | $30.7M | 0.00% | +139,848+4.7% | Added |
| Wells Fargo & Company | 2,571,278 | $25.2M | 0.01% | +77,674+3.1% | Added |
| Advisors Asset Management, Inc. | 1,507,739 | $14.8M | 0.21% | +214,327+16.6% | Added |
| Ameriprise Financial Inc | 663,494 | $6.50M | 0.00% | +115,435+21.1% | Added |
| Flagship Harbor Advisors, LLC | 546,990 | $5.36M | 0.51% | +25,637+4.9% | Added |
| City of London Investment Management Co Ltd | 430,510 | $4.22M | 0.24% | −136,436−24.1% | Reduced |
| Royal Bank of Canada | 411,394 | $4.03M | 0.00% | +17,003+4.3% | Added |
| Brinker Capital Investments, LLC | 353,939 | $3.46M | 0.05% | −7,646−2.1% | Reduced |
| Raymond James & Associates | 319,901 | $3.13M | 0.00% | −88,087−21.6% | Reduced |
| Advisor Group Holdings, Inc. | 293,715 | $2.88M | 0.01% | −18,121−5.8% | Reduced |
| WealthTrust Axiom LLC | 281,928 | $2.76M | 0.88% | −6,355−2.2% | Reduced |
| LPL Financial LLC | 269,859 | $2.64M | 0.00% | +19,427+7.8% | Added |
| Cetera Advisors LLC | 245,858 | $2.41M | 0.05% | −494−0.2% | Reduced |
| Centaurus Financial, Inc. | 232,971 | $2.28M | 0.17% | −3,692−1.6% | Reduced |
| Stifel Financial Corp | 201,949 | $1.98M | 0.00% | +30,697+17.9% | Added |
| Samalin Investment Counsel, LLC | 197,267 | $1.93M | 1.16% | +1,898+1.0% | Added |
| Roman Butler Fullerton & Co | 187,038 | $1.83M | 0.81% | +846+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 181,756 | $1.78M | 0.00% | +14,556+8.7% | Added |
| 1607 Capital Partners, LLC | 179,327 | $1.76M | 0.09% | −694,677−79.5% | Reduced |
| Cohen & Steers, Inc. | 177,432 | $1.74M | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 163,154 | $1.60M | 0.02% | −4,253−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 155,961 | $1.53M | 0.01% | +326+0.2% | Added |
| Peapack Gladstone Financial Corp | 146,323 | $1.43M | 0.03% | −2,772−1.9% | Reduced |
| Stolper Co | 144,309 | $1.41M | 0.63% | +6,040+4.4% | Added |
| Charter Oak Capital Management, LLC | 131,912 | $1.29M | 0.15% | +91+0.1% | Added |
| Cooper Financial Group | 126,648 | $1.24M | 0.47% | +4,283+3.5% | Added |
| Global Endowment Management, LP | 120,000 | $1.18M | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 111,973 | $1.10M | 0.08% | +6,261+5.9% | Added |
| 180 Wealth Advisors, LLC | 128,674 | $1.09M | 0.24% | −1,471−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 100,548 | $984.0K | 0.03% | −691−0.7% | Reduced |
| Baird Financial Group, Inc. | 100,058 | $980.0K | 0.00% | +8,202+8.9% | Added |
| First Republic Investment Management, Inc. | 97,290 | $952.0K | 0.00% | +17,179+21.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 92,842 | $909.0K | 0.00% | −5,755−5.8% | Reduced |
| Cerity Partners LLC | 92,570 | $906.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 87,313 | $854.0K | 0.00% | +8,646+11.0% | Added |
| Claraphi Advisory Network, LLC | 84,213 | $824.0K | 0.29% | +3,017+3.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 87,576 | $795.0K | 0.24% | +5,488+6.7% | Added |
| Janney Montgomery Scott LLC | 77,308 | $757.0K | 0.00% | −1,485−1.9% | Reduced |
| Shaker Financial Services, LLC | 70,690 | $692.0K | 0.24% | −38,180−35.1% | Reduced |
| Dynamic Advisor Solutions LLC | 69,049 | $676.0K | 0.05% | −1,669−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 68,023 | $666.0K | 0.06% | +69+0.1% | Added |
| Moors & Cabot, Inc. | 64,499 | $631.0K | 0.04% | −380−0.6% | Reduced |
| Guggenheim Capital LLC | 63,333 | $620.0K | 0.00% | +35,290+125.8% | Added |
| Axxcess Wealth Management, LLC | 58,237 | $570.0K | 0.04% | +58,237 | New |
| Live Oak Private Wealth LLC | 54,884 | $537.0K | 0.10% | 00.0% | Unchanged |
| Burney Co | 52,914 | $518.0K | 0.02% | +1,943+3.8% | Added |
| Envestnet Asset Management Inc | 52,806 | $517.0K | 0.00% | −8,107−13.3% | Reduced |
| Walleye Capital LLC | 51,797 | $507.0K | 0.02% | −53,498−50.8% | Reduced |
| Segantii Capital Management Ltd | 42,900 | $420.0K | 0.01% | +42,900 | New |
| Park Avenue Securities LLC | 42,449 | $416.0K | 0.01% | −466−1.1% | Reduced |
| Invesco Ltd. | 41,565 | $407.0K | 0.00% | −234−0.6% | Reduced |
| Wintrust Investments LLC | 40,076 | $392.0K | 0.04% | +40,076 | New |
| Camden Capital, LLC | 39,022 | $382.0K | 0.08% | −5,454−12.3% | Reduced |
| Bryn Mawr Trust Co | 37,217 | $365.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 33,598 | $329.0K | 0.02% | +969+3.0% | Added |
| Brooks, Moore & Associates, Inc. | 32,850 | $322.0K | 0.19% | −50−0.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 32,500 | $318.0K | 0.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 30,461 | $298.0K | 0.00% | +3,652+13.6% | Added |
| We Are One Seven, LLC | 26,263 | $257.0K | 0.03% | −147−0.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 25,990 | $254.0K | 0.09% | −5,330−17.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,819 | $253.0K | 0.05% | −816−3.1% | Reduced |
| HighTower Advisors, LLC | 24,693 | $242.0K | 0.00% | −406−1.6% | Reduced |
| Quattro Financial Advisors LLC | 24,097 | $236.0K | 0.08% | +24,097 | New |
| Steward Partners Investment Advisory, LLC | 22,891 | $224.0K | 0.00% | +4,200+22.5% | Added |
| Cetera Advisor Networks LLC | 22,081 | $216.0K | 0.00% | +851+4.0% | Added |
| Glenmede Trust Co NA | 22,000 | $215.0K | 0.00% | +22,000 | New |
| WNY Asset Management, LLC | 21,385 | $210.0K | 0.06% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 20,698 | $203.0K | 0.03% | −2,632−11.3% | Reduced |
| Avantax Advisory Services, Inc. | 20,624 | $202.0K | 0.00% | +7,836+61.3% | Added |
| Spire Wealth Management | 20,528 | $201.0K | 0.00% | +30.0% | Added |
| Quad-Cities Investment Group, LLC | 20,131 | $197.0K | 0.12% | +142+0.7% | Added |
| Leisure Capital Management | 20,000 | $196.0K | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 19,100 | $187.0K | 0.06% | −1,000−5.0% | Reduced |
| Davenport & Co LLC | 17,758 | $174.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,735 | $174.0K | 0.00% | +1,430+8.8% | Added |
| Atticus Wealth Management, LLC | 15,825 | $155.0K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 15,775 | $154.0K | 0.01% | +15,775 | New |
| Capital Investment Advisors, LLC | 15,039 | $147.0K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 14,628 | $143.0K | 0.06% | −31,108−68.0% | Reduced |
| Holistic Financial Partners | 14,440 | $141.0K | 0.08% | +14,440 | New |
| Good Life Advisors, LLC | 14,242 | $139.0K | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 13,691 | $134.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 13,542 | $133.0K | 0.02% | +40.0% | Added |
| Equitable Holdings, Inc. | 12,300 | $120.0K | 0.00% | +12,300 | New |
| National Asset Management, Inc. | 11,782 | $116.0K | 0.00% | +1,000+9.3% | Added |
| Sigma Planning Corp | 11,795 | $115.0K | 0.00% | −2,257−16.1% | Reduced |
| The PNC Financial Services Group, Inc. | 11,474 | $112.0K | 0.00% | +140+1.2% | Added |
| Creative Planning | 11,324 | $111.0K | 0.00% | +750+7.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 11,150 | $109.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,725 | $105.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,317 | $101.0K | 0.00% | +10,317 | New |
| MJP Associates Inc | 10,000 | $98.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 7,890 | $77.0K | 0.01% | −276−3.4% | Reduced |
| NEXT Financial Group, Inc | 7,831 | $77.0K | 0.01% | +38+0.5% | Added |
| Ahrens Investment Partners LLC | 5,800 | $57.0K | 0.03% | +5,800 | New |
| Confluence Wealth Services, Inc. | 5,794 | $56.0K | 0.02% | +5,794 | New |
| American Portfolios Advisors | 5,652 | $55.3K | 0.00% | −149−2.6% | Reduced |