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 2022
Institutional positions in Cbre Global Real Estate Income Fund as of Sep 30, 2022. 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
- 118
- −7 vs. Q2 2022
- Shares held
- 27.8M
- −2.02M (−6.8%) vs. Q2 2022
- Total value
- $160.7M
- −$65.8M (−29.1%) vs. Q2 2022
- New holders
- 11
- 41 more added
- Sold out
- 18
- 36 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,793,538 | $56.5M | 0.01% | −1,207,118−11.0% | Reduced |
| UBS Group AG | 3,862,378 | $22.3M | 0.01% | −10,491−0.3% | Reduced |
| Bank of America Corp | 2,993,233 | $17.3M | 0.00% | −237,124−7.3% | Reduced |
| Wells Fargo & Company | 1,900,262 | $11.0M | 0.00% | −165,778−8.0% | Reduced |
| Advisors Asset Management, Inc. | 1,405,991 | $8.11M | 0.16% | −213,995−13.2% | Reduced |
| Ameriprise Financial Inc | 720,526 | $4.16M | 0.00% | +55,255+8.3% | Added |
| Flagship Harbor Advisors, LLC | 593,796 | $3.43M | 0.40% | −3,047−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 332,223 | $1.92M | 0.00% | +18,646+5.9% | Added |
| Royal Bank of Canada | 326,994 | $1.89M | 0.00% | −12,103−3.6% | Reduced |
| LPL Financial LLC | 317,486 | $1.83M | 0.00% | +43,632+15.9% | Added |
| WealthTrust Axiom LLC | 265,227 | $1.53M | 0.58% | +140.0% | Added |
| Centaurus Financial, Inc. | 258,954 | $1.49M | 0.15% | +12,391+5.0% | Added |
| Cetera Advisors LLC | 258,363 | $1.49M | 0.04% | +3,525+1.4% | Added |
| Roman Butler Fullerton & Co | 232,072 | $1.31M | 0.83% | +27,499+13.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 205,725 | $1.19M | 0.53% | +5,210+2.6% | Added |
| Cohen & Steers, Inc. | 204,482 | $1.18M | 0.00% | −19,726−8.8% | Reduced |
| Samalin Investment Counsel, LLC | 199,927 | $1.15M | 0.85% | +4,298+2.2% | Added |
| Stifel Financial Corp | 182,400 | $1.05M | 0.00% | +4,339+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 180,630 | $1.04M | 0.00% | +4,894+2.8% | Added |
| Stephens Inc | 180,195 | $1.04M | 0.02% | +5,661+3.2% | Added |
| Captrust Financial Advisors | 176,338 | $1.02M | 0.01% | +176,338 | New |
| Raymond James & Associates | 172,940 | $998.0K | 0.00% | −47,576−21.6% | Reduced |
| Commonwealth Equity Services, LLC | 164,248 | $947.0K | 0.00% | +44,074+36.7% | Added |
| Rockefeller Capital Management L.P. | 159,542 | $920.0K | 0.00% | +2,433+1.5% | Added |
| Stolper Co | 158,430 | $914.0K | 0.45% | +4,767+3.1% | Added |
| Peapack Gladstone Financial Corp | 143,978 | $831.0K | 0.02% | −891−0.6% | Reduced |
| Cooper Financial Group | 140,886 | $813.0K | 0.29% | +6,736+5.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 131,200 | $757.0K | 1.05% | +93,200+245.3% | Added |
| 180 Wealth Advisors, LLC | 124,332 | $717.0K | 0.20% | −2,868−2.3% | Reduced |
| ICA Group Wealth Management, LLC | 113,580 | $655.0K | 0.14% | +13,270+13.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 104,552 | $603.0K | 0.21% | +3,420+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,563 | $494.0K | 0.00% | +4,005+4.9% | Added |
| Mariner, LLC | 82,289 | $475.0K | 0.00% | +82,289 | New |
| Janney Montgomery Scott LLC | 75,998 | $439.0K | 0.00% | −3,168−4.0% | Reduced |
| D.A. Davidson & Co. | 70,780 | $408.0K | 0.01% | −36,818−34.2% | Reduced |
| Transcend Wealth Collective, LLC | 67,137 | $387.0K | 0.04% | −437−0.6% | Reduced |
| Cetera Advisor Networks LLC | 56,835 | $328.0K | 0.00% | +2,919+5.4% | Added |
| Live Oak Private Wealth LLC | 54,884 | $317.0K | 0.07% | 00.0% | Unchanged |
| Wintrust Investments LLC | 52,804 | $305.0K | 0.04% | +1,919+3.8% | Added |
| Burney Co | 52,316 | $302.0K | 0.02% | −598−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 51,738 | $299.0K | 0.03% | −5,897−10.2% | Reduced |
| Moors & Cabot, Inc. | 50,957 | $294.0K | 0.02% | −15,127−22.9% | Reduced |
| Financial Advocates Investment Management | 44,264 | $255.0K | 0.02% | +28,329+177.8% | Added |
| HighTower Advisors, LLC | 44,196 | $254.0K | 0.00% | +12,002+37.3% | Added |
| Park Avenue Securities LLC | 40,282 | $232.0K | 0.00% | −1,138−2.7% | Reduced |
| Global Retirement Partners, LLC | 39,327 | $230.0K | 0.02% | +212+0.5% | Added |
| Guggenheim Capital LLC | 39,656 | $229.0K | 0.00% | −3,265−7.6% | Reduced |
| Dynamic Advisor Solutions LLC | 39,570 | $228.0K | 0.02% | −980−2.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,850 | $190.0K | 0.15% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22,038 | $186.0K | 0.01% | +4,112+22.9% | Added |
| IHT Wealth Management, LLC | 30,693 | $177.0K | 0.01% | −2,905−8.6% | Reduced |
| The PNC Financial Services Group, Inc. | 30,454 | $176.0K | 0.00% | +20,000+191.3% | Added |
| Invesco Ltd. | 28,793 | $166.0K | 0.00% | −32,561−53.1% | Reduced |
| Beacon Pointe Advisors, LLC | 28,040 | $162.0K | 0.00% | +2,065+7.9% | Added |
| Baird Financial Group, Inc. | 25,931 | $150.0K | 0.00% | −55,916−68.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,621 | $148.0K | 0.00% | +28+0.1% | Added |
| Quattro Financial Advisors LLC | 25,510 | $147.0K | 0.06% | +549+2.2% | Added |
| We Are One Seven, LLC | 25,183 | $145.0K | 0.01% | −354−1.4% | Reduced |
| Equitable Holdings, Inc. | 24,525 | $142.0K | 0.00% | +7,700+45.8% | Added |
| Private Advisor Group, LLC | 24,444 | $141.0K | 0.00% | +3,500+16.7% | Added |
| Atticus Wealth Management, LLC | 19,279 | $140.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 24,024 | $139.0K | 0.03% | −36−0.1% | Reduced |
| Bryn Mawr Trust Co | 23,225 | $134.0K | 0.01% | −6,124−20.9% | Reduced |
| Envestnet Asset Management Inc | 22,581 | $130.0K | 0.00% | −18,400−44.9% | Reduced |
| Quad-Cities Investment Group, LLC | 21,849 | $126.0K | 0.10% | +261+1.2% | Added |
| Balboa Wealth Partners | 21,571 | $124.0K | 0.05% | +21,571 | New |
| Avantax Advisory Services, Inc. | 21,266 | $123.0K | 0.00% | −7,617−26.4% | Reduced |
| First Republic Investment Management, Inc. | 20,340 | $117.0K | 0.00% | −5,524−21.4% | Reduced |
| Leisure Capital Management | 20,000 | $115.0K | 0.07% | +20,000 | New |
| GWM Advisors LLC | 19,632 | $114.0K | 0.00% | +19,632 | New |
| Capital Investment Advisors, LLC | 19,153 | $111.0K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 19,100 | $110.0K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,758 | $102.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,920 | $98.0K | 0.01% | −900−5.1% | Reduced |
| EP Wealth Advisors, LLC | 16,454 | $95.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,847 | $91.0K | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 15,095 | $87.0K | 0.00% | +1,380+10.1% | Added |
| Holistic Financial Partners | 14,440 | $83.0K | 0.08% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,242 | $82.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,137 | $82.0K | 0.00% | +14,137 | New |
| Nations Financial Group Inc, | 13,559 | $78.0K | 0.01% | +7+0.1% | Added |
| WNY Asset Management, LLC | 12,885 | $75.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,969 | $75.0K | 0.00% | +953+7.9% | Added |
| Advocate Group LLC | 12,579 | $73.0K | 0.02% | −1,967−13.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,058 | $70.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 11,627 | $67.0K | 0.00% | −3,944−25.3% | Reduced |
| National Asset Management, Inc. | 11,015 | $64.0K | 0.00% | −767−6.5% | Reduced |
| Fiduciary Group LLC | 10,150 | $64.0K | 0.01% | +10,150 | New |
| Checchi Capital Advisers, LLC | 10,708 | $62.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,072 | $58.0K | 0.00% | −2,581−20.4% | Reduced |
| MJP Associates Inc | 10,000 | $58.0K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,665 | $50.0K | 0.00% | +8,566+8,652.5% | Added |
| American Portfolios Advisors | 7,147 | $41.2K | 0.00% | +198+2.8% | Added |
| Islay Capital Management, LLC | 6,700 | $39.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,974 | $29.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $9.00K | 0.00% | 00.0% | Unchanged |