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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 185 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 238 | $1.00K | 0.00% | +6+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 363 | $2.00K | 0.00% | +231+175.0% | Added |
| PSI Advisors, LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 443 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 548 | $3.00K | 0.00% | +548 | New |
| Spire Wealth Management | 765 | $4.00K | 0.00% | −17,773−95.9% | Reduced |
| MUFG Americas Holdings Corp | 700 | $4.00K | 0.00% | +700 | New |
| Castle Wealth Management LLC | 779 | $4.00K | 0.00% | +779 | New |
| Allworth Financial LP | 882 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,000 | $6.00K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,069 | $6.00K | 0.00% | +400+59.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $6.00K | 0.00% | +1,000 | New |
| BDO Wealth Advisors, LLC | 1,200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,410 | $8.00K | 0.00% | −305−17.8% | Reduced |
| TSFG, LLC | 1,500 | $9.00K | 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 |
| Tortoise Investment Management, LLC | 4,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,100 | $24.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,974 | $29.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 6,700 | $39.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,147 | $41.2K | 0.00% | +198+2.8% | Added |
| JPMorgan Chase & Co | 8,665 | $50.0K | 0.00% | +8,566+8,652.5% | Added |
| 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 |
| Checchi Capital Advisers, LLC | 10,708 | $62.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Creative Planning | 11,627 | $67.0K | 0.00% | −3,944−25.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,058 | $70.0K | 0.02% | 00.0% | Unchanged |
| Advocate Group LLC | 12,579 | $73.0K | 0.02% | −1,967−13.5% | Reduced |
| 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 |
| Nations Financial Group Inc, | 13,559 | $78.0K | 0.01% | +7+0.1% | Added |
| 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 |
| Holistic Financial Partners | 14,440 | $83.0K | 0.08% | 00.0% | Unchanged |
| DF Dent & Co Inc | 15,095 | $87.0K | 0.00% | +1,380+10.1% | Added |
| United Capital Financial Advisers, LLC | 15,847 | $91.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 16,454 | $95.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,920 | $98.0K | 0.01% | −900−5.1% | Reduced |
| Davenport & Co LLC | 17,758 | $102.0K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 19,100 | $110.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 19,153 | $111.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,632 | $114.0K | 0.00% | +19,632 | New |
| Leisure Capital Management | 20,000 | $115.0K | 0.07% | +20,000 | New |
| First Republic Investment Management, Inc. | 20,340 | $117.0K | 0.00% | −5,524−21.4% | Reduced |
| Avantax Advisory Services, Inc. | 21,266 | $123.0K | 0.00% | −7,617−26.4% | Reduced |
| Balboa Wealth Partners | 21,571 | $124.0K | 0.05% | +21,571 | New |
| Quad-Cities Investment Group, LLC | 21,849 | $126.0K | 0.10% | +261+1.2% | Added |
| Envestnet Asset Management Inc | 22,581 | $130.0K | 0.00% | −18,400−44.9% | Reduced |
| Bryn Mawr Trust Co | 23,225 | $134.0K | 0.01% | −6,124−20.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 24,024 | $139.0K | 0.03% | −36−0.1% | Reduced |
| Atticus Wealth Management, LLC | 19,279 | $140.0K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 24,444 | $141.0K | 0.00% | +3,500+16.7% | Added |
| Equitable Holdings, Inc. | 24,525 | $142.0K | 0.00% | +7,700+45.8% | Added |
| We Are One Seven, LLC | 25,183 | $145.0K | 0.01% | −354−1.4% | Reduced |
| Quattro Financial Advisors LLC | 25,510 | $147.0K | 0.06% | +549+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 25,621 | $148.0K | 0.00% | +28+0.1% | Added |
| Baird Financial Group, Inc. | 25,931 | $150.0K | 0.00% | −55,916−68.3% | Reduced |
| Beacon Pointe Advisors, LLC | 28,040 | $162.0K | 0.00% | +2,065+7.9% | Added |
| Invesco Ltd. | 28,793 | $166.0K | 0.00% | −32,561−53.1% | Reduced |
| The PNC Financial Services Group, Inc. | 30,454 | $176.0K | 0.00% | +20,000+191.3% | Added |
| IHT Wealth Management, LLC | 30,693 | $177.0K | 0.01% | −2,905−8.6% | Reduced |
| IFP Advisors, Inc | 22,038 | $186.0K | 0.01% | +4,112+22.9% | Added |
| Brooks, Moore & Associates, Inc. | 32,850 | $190.0K | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 39,570 | $228.0K | 0.02% | −980−2.4% | Reduced |
| Guggenheim Capital LLC | 39,656 | $229.0K | 0.00% | −3,265−7.6% | Reduced |
| Global Retirement Partners, LLC | 39,327 | $230.0K | 0.02% | +212+0.5% | Added |
| Park Avenue Securities LLC | 40,282 | $232.0K | 0.00% | −1,138−2.7% | Reduced |
| HighTower Advisors, LLC | 44,196 | $254.0K | 0.00% | +12,002+37.3% | Added |
| Financial Advocates Investment Management | 44,264 | $255.0K | 0.02% | +28,329+177.8% | Added |
| Moors & Cabot, Inc. | 50,957 | $294.0K | 0.02% | −15,127−22.9% | Reduced |
| Axxcess Wealth Management, LLC | 51,738 | $299.0K | 0.03% | −5,897−10.2% | Reduced |
| Burney Co | 52,316 | $302.0K | 0.02% | −598−1.1% | Reduced |
| Wintrust Investments LLC | 52,804 | $305.0K | 0.04% | +1,919+3.8% | Added |
| Live Oak Private Wealth LLC | 54,884 | $317.0K | 0.07% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 56,835 | $328.0K | 0.00% | +2,919+5.4% | Added |
| Transcend Wealth Collective, LLC | 67,137 | $387.0K | 0.04% | −437−0.6% | Reduced |
| D.A. Davidson & Co. | 70,780 | $408.0K | 0.01% | −36,818−34.2% | Reduced |
| Janney Montgomery Scott LLC | 75,998 | $439.0K | 0.00% | −3,168−4.0% | Reduced |
| Mariner, LLC | 82,289 | $475.0K | 0.00% | +82,289 | New |
| Cambridge Investment Research Advisors, Inc. | 85,563 | $494.0K | 0.00% | +4,005+4.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 104,552 | $603.0K | 0.21% | +3,420+3.4% | Added |
| ICA Group Wealth Management, LLC | 113,580 | $655.0K | 0.14% | +13,270+13.2% | Added |
| 180 Wealth Advisors, LLC | 124,332 | $717.0K | 0.20% | −2,868−2.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 131,200 | $757.0K | 1.05% | +93,200+245.3% | Added |
| Cooper Financial Group | 140,886 | $813.0K | 0.29% | +6,736+5.0% | Added |
| Peapack Gladstone Financial Corp | 143,978 | $831.0K | 0.02% | −891−0.6% | Reduced |
| Stolper Co | 158,430 | $914.0K | 0.45% | +4,767+3.1% | Added |
| Rockefeller Capital Management L.P. | 159,542 | $920.0K | 0.00% | +2,433+1.5% | Added |
| Commonwealth Equity Services, LLC | 164,248 | $947.0K | 0.00% | +44,074+36.7% | Added |
| Raymond James & Associates | 172,940 | $998.0K | 0.00% | −47,576−21.6% | Reduced |
| Captrust Financial Advisors | 176,338 | $1.02M | 0.01% | +176,338 | New |
| Stephens Inc | 180,195 | $1.04M | 0.02% | +5,661+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 180,630 | $1.04M | 0.00% | +4,894+2.8% | Added |