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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $0 | 0.00% | −233−99.1% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 74 | $1.00K | 0.00% | +74 | New |
| Addison Advisors LLC | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 224 | $2.00K | 0.00% | +4+1.8% | Added |
| Clean Yield Group | 173 | $2.00K | 0.00% | +173 | New |
| Retirement Group, LLC | 270 | $3.00K | 0.00% | +270 | New |
| AdvisorNet Financial, Inc | 443 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 551 | $5.00K | 0.00% | +551 | New |
| PSI Advisors, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 800 | $8.00K | 0.00% | −1,500−65.2% | Reduced |
| Allworth Financial LP | 882 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,342 | $13.0K | 0.00% | +21+1.6% | Added |
| Selective Wealth Management, Inc. | 1,410 | $14.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,787 | $17.0K | 0.00% | +29+1.6% | Added |
| Snowden Capital Advisors LLC | 1,817 | $17.0K | 0.00% | +1,817 | New |
| Cordasco Financial Network | 1,983 | $19.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,875 | $28.0K | 0.00% | +2,875 | New |
| Blume Capital Management, Inc. | 3,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,125 | $31.0K | 0.00% | −1,375−30.6% | Reduced |
| Pinnacle Financial Partners Inc | 3,274 | $32.0K | 0.00% | −305−8.5% | Reduced |
| Reilly Financial Advisors, LLC | 3,400 | $33.0K | 0.00% | +3,400 | New |
| Umb Bank N A | 4,100 | $40.0K | 0.00% | +4,100 | New |
| Northwestern Mutual Wealth Management Co | 4,985 | $49.0K | 0.00% | −5,852−54.0% | Reduced |
| American Portfolios Advisors | 5,652 | $55.3K | 0.00% | −149−2.6% | Reduced |
| Confluence Wealth Services, Inc. | 5,794 | $56.0K | 0.02% | +5,794 | New |
| Ahrens Investment Partners LLC | 5,800 | $57.0K | 0.03% | +5,800 | New |
| 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 |
| MJP Associates Inc | 10,000 | $98.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,317 | $101.0K | 0.00% | +10,317 | New |
| Wetherby Asset Management Inc | 10,725 | $105.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 11,150 | $109.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 11,324 | $111.0K | 0.00% | +750+7.1% | Added |
| The PNC Financial Services Group, Inc. | 11,474 | $112.0K | 0.00% | +140+1.2% | Added |
| Sigma Planning Corp | 11,795 | $115.0K | 0.00% | −2,257−16.1% | Reduced |
| National Asset Management, Inc. | 11,782 | $116.0K | 0.00% | +1,000+9.3% | Added |
| Equitable Holdings, Inc. | 12,300 | $120.0K | 0.00% | +12,300 | New |
| Nations Financial Group Inc, | 13,542 | $133.0K | 0.02% | +40.0% | Added |
| Foster & Motley Inc | 13,691 | $134.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,242 | $139.0K | 0.02% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $141.0K | 0.08% | +14,440 | New |
| Quantedge Capital Pte Ltd | 14,628 | $143.0K | 0.06% | −31,108−68.0% | Reduced |
| Capital Investment Advisors, LLC | 15,039 | $147.0K | 0.00% | 00.0% | Unchanged |
| Aspiriant, LLC | 15,775 | $154.0K | 0.01% | +15,775 | New |
| Atticus Wealth Management, LLC | 15,825 | $155.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Meridian Investment Counsel Inc. | 19,100 | $187.0K | 0.06% | −1,000−5.0% | Reduced |
| Leisure Capital Management | 20,000 | $196.0K | 0.09% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 20,131 | $197.0K | 0.12% | +142+0.7% | Added |
| Spire Wealth Management | 20,528 | $201.0K | 0.00% | +30.0% | Added |
| Avantax Advisory Services, Inc. | 20,624 | $202.0K | 0.00% | +7,836+61.3% | Added |
| Signet Financial Management, LLC | 20,698 | $203.0K | 0.03% | −2,632−11.3% | Reduced |
| WNY Asset Management, LLC | 21,385 | $210.0K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 22,000 | $215.0K | 0.00% | +22,000 | New |
| Cetera Advisor Networks LLC | 22,081 | $216.0K | 0.00% | +851+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 22,891 | $224.0K | 0.00% | +4,200+22.5% | Added |
| Quattro Financial Advisors LLC | 24,097 | $236.0K | 0.08% | +24,097 | New |
| HighTower Advisors, LLC | 24,693 | $242.0K | 0.00% | −406−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,819 | $253.0K | 0.05% | −816−3.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 25,990 | $254.0K | 0.09% | −5,330−17.0% | Reduced |
| We Are One Seven, LLC | 26,263 | $257.0K | 0.03% | −147−0.6% | Reduced |
| D.A. Davidson & Co. | 30,461 | $298.0K | 0.00% | +3,652+13.6% | Added |
| Pacific Wealth Strategies Group, Inc. | 32,500 | $318.0K | 0.11% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 32,850 | $322.0K | 0.19% | −50−0.2% | Reduced |
| IHT Wealth Management, LLC | 33,598 | $329.0K | 0.02% | +969+3.0% | Added |
| Bryn Mawr Trust Co | 37,217 | $365.0K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 39,022 | $382.0K | 0.08% | −5,454−12.3% | Reduced |
| Wintrust Investments LLC | 40,076 | $392.0K | 0.04% | +40,076 | New |
| Invesco Ltd. | 41,565 | $407.0K | 0.00% | −234−0.6% | Reduced |
| Park Avenue Securities LLC | 42,449 | $416.0K | 0.01% | −466−1.1% | Reduced |
| Segantii Capital Management Ltd | 42,900 | $420.0K | 0.01% | +42,900 | New |
| Walleye Capital LLC | 51,797 | $507.0K | 0.02% | −53,498−50.8% | Reduced |
| Envestnet Asset Management Inc | 52,806 | $517.0K | 0.00% | −8,107−13.3% | Reduced |
| Burney Co | 52,914 | $518.0K | 0.02% | +1,943+3.8% | Added |
| Live Oak Private Wealth LLC | 54,884 | $537.0K | 0.10% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 58,237 | $570.0K | 0.04% | +58,237 | New |
| Guggenheim Capital LLC | 63,333 | $620.0K | 0.00% | +35,290+125.8% | Added |
| Moors & Cabot, Inc. | 64,499 | $631.0K | 0.04% | −380−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 68,023 | $666.0K | 0.06% | +69+0.1% | Added |
| Dynamic Advisor Solutions LLC | 69,049 | $676.0K | 0.05% | −1,669−2.4% | Reduced |
| Shaker Financial Services, LLC | 70,690 | $692.0K | 0.24% | −38,180−35.1% | Reduced |
| Janney Montgomery Scott LLC | 77,308 | $757.0K | 0.00% | −1,485−1.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 87,576 | $795.0K | 0.24% | +5,488+6.7% | Added |
| Claraphi Advisory Network, LLC | 84,213 | $824.0K | 0.29% | +3,017+3.7% | Added |
| Commonwealth Equity Services, LLC | 87,313 | $854.0K | 0.00% | +8,646+11.0% | Added |
| Cerity Partners LLC | 92,570 | $906.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 92,842 | $909.0K | 0.00% | −5,755−5.8% | Reduced |
| First Republic Investment Management, Inc. | 97,290 | $952.0K | 0.00% | +17,179+21.4% | Added |
| Baird Financial Group, Inc. | 100,058 | $980.0K | 0.00% | +8,202+8.9% | Added |
| Orion Portfolio Solutions, LLC | 100,548 | $984.0K | 0.03% | −691−0.7% | Reduced |
| 180 Wealth Advisors, LLC | 128,674 | $1.09M | 0.24% | −1,471−1.1% | Reduced |
| Financial Advocates Investment Management | 111,973 | $1.10M | 0.08% | +6,261+5.9% | Added |
| Global Endowment Management, LP | 120,000 | $1.18M | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 126,648 | $1.24M | 0.47% | +4,283+3.5% | Added |
| Charter Oak Capital Management, LLC | 131,912 | $1.29M | 0.15% | +91+0.1% | Added |