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 2022
Institutional positions in Cbre Global Real Estate Income Fund as of Dec 31, 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
- 126
- +10 vs. Q3 2022
- Shares held
- 26.9M
- −972.7K (−3.5%) vs. Q3 2022
- Total value
- $154.0M
- −$6.63M (−4.1%) vs. Q3 2022
- New holders
- 23
- 32 more added
- Sold out
- 13
- 42 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,410,974 | $48.2M | 0.01% | −1,382,564−14.1% | Reduced |
| UBS Group AG | 4,144,731 | $23.7M | 0.01% | +282,353+7.3% | Added |
| Bank of America Corp | 2,759,336 | $15.8M | 0.00% | −233,897−7.8% | Reduced |
| Wells Fargo & Company | 1,575,599 | $9.03M | 0.00% | −324,663−17.1% | Reduced |
| Advisors Asset Management, Inc. | 1,206,936 | $6.92M | 0.14% | −199,055−14.2% | Reduced |
| Ameriprise Financial Inc | 723,828 | $4.15M | 0.00% | +3,302+0.5% | Added |
| Advisor Group Holdings, Inc. | 628,759 | $3.60M | 0.01% | +296,536+89.3% | Added |
| Flagship Harbor Advisors, LLC | 613,671 | $3.52M | 0.36% | +19,875+3.3% | Added |
| LPL Financial LLC | 400,770 | $2.30M | 0.00% | +83,284+26.2% | Added |
| Shaker Financial Services, LLC | 267,476 | $1.53M | 0.72% | +267,476 | New |
| Roman Butler Fullerton & Co | 232,134 | $1.51M | 0.78% | +620.0% | Added |
| Royal Bank of Canada | 259,630 | $1.49M | 0.00% | −67,364−20.6% | Reduced |
| WealthTrust Axiom LLC | 255,944 | $1.47M | 0.51% | −9,283−3.5% | Reduced |
| Cetera Advisors LLC | 253,699 | $1.45M | 0.03% | −4,664−1.8% | Reduced |
| Captrust Financial Advisors | 242,676 | $1.39M | 0.01% | +66,338+37.6% | Added |
| Centaurus Financial, Inc. | 237,187 | $1.36M | 0.13% | −21,767−8.4% | Reduced |
| Samalin Investment Counsel, LLC | 208,702 | $1.20M | 0.76% | +8,775+4.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 188,437 | $1.08M | 0.00% | +7,807+4.3% | Added |
| Commonwealth Equity Services, LLC | 182,848 | $1.05M | 0.00% | +18,600+11.3% | Added |
| Stifel Financial Corp | 180,502 | $1.03M | 0.00% | −1,898−1.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 162,391 | $930.5K | 1.25% | +31,191+23.8% | Added |
| Stephens Inc | 160,564 | $920.0K | 0.02% | −19,631−10.9% | Reduced |
| Rockefeller Capital Management L.P. | 157,490 | $902.0K | 0.00% | −2,052−1.3% | Reduced |
| Wolverine Asset Management LLC | 157,228 | $900.9K | 0.01% | +157,228 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 153,146 | $877.5K | 0.35% | −52,579−25.6% | Reduced |
| Cooper Financial Group | 151,492 | $868.0K | 0.27% | +10,606+7.5% | Added |
| 180 Wealth Advisors, LLC | 130,074 | $866.3K | 0.20% | +5,742+4.6% | Added |
| Raymond James & Associates | 148,332 | $849.9K | 0.00% | −24,608−14.2% | Reduced |
| Weiss Asset Management LP | 136,718 | $783.4K | 0.04% | +136,718 | New |
| Peapack Gladstone Financial Corp | 122,974 | $705.0K | 0.01% | −21,004−14.6% | Reduced |
| Cetera Advisor Networks LLC | 114,699 | $657.2K | 0.01% | +57,864+101.8% | Added |
| Stolper Co | 97,875 | $561.0K | 0.25% | −60,555−38.2% | Reduced |
| Elequin Capital LP | 89,655 | $513.7K | 0.14% | +89,655 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 86,224 | $494.1K | 0.16% | −18,328−17.5% | Reduced |
| Alpine Global Management, LLC | 84,308 | $483.0K | 0.16% | +84,308 | New |
| Cambridge Investment Research Advisors, Inc. | 83,045 | $476.0K | 0.00% | −2,518−2.9% | Reduced |
| Mariner, LLC | 80,757 | $463.0K | 0.00% | −1,532−1.9% | Reduced |
| Landscape Capital Management, L.L.C. | 78,949 | $452.4K | 0.07% | +78,949 | New |
| Janney Montgomery Scott LLC | 74,922 | $429.0K | 0.00% | −1,076−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 66,031 | $378.4K | 0.04% | −1,106−1.6% | Reduced |
| SFI Advisors, LLC | 63,515 | $363.9K | 0.40% | +63,515 | New |
| Live Oak Private Wealth LLC | 54,884 | $314.5K | 0.07% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 54,000 | $309.4K | 0.07% | +54,000 | New |
| Moors & Cabot, Inc. | 52,038 | $298.2K | 0.02% | +1,081+2.1% | Added |
| Financial Advocates Investment Management | 51,725 | $296.4K | 0.02% | +7,461+16.9% | Added |
| Wintrust Investments LLC | 50,491 | $289.0K | 0.04% | −2,313−4.4% | Reduced |
| HighTower Advisors, LLC | 42,681 | $244.0K | 0.00% | −1,515−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 39,897 | $228.6K | 0.02% | +327+0.8% | Added |
| Global Retirement Partners, LLC | 39,447 | $226.0K | 0.02% | +120+0.3% | Added |
| Guggenheim Capital LLC | 39,099 | $224.0K | 0.00% | −557−1.4% | Reduced |
| Burney Co | 37,930 | $217.3K | 0.01% | −14,386−27.5% | Reduced |
| Park Avenue Securities LLC | 37,916 | $217.0K | 0.00% | −2,366−5.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,850 | $188.0K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 30,784 | $176.4K | 0.01% | +91+0.3% | Added |
| The PNC Financial Services Group, Inc. | 30,454 | $174.5K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 30,412 | $174.3K | 0.01% | −21,326−41.2% | Reduced |
| Walleye Capital LLC | 30,056 | $172.2K | 0.00% | +30,056 | New |
| D.A. Davidson & Co. | 29,384 | $168.4K | 0.00% | −41,396−58.5% | Reduced |
| JPMorgan Chase & Co | 29,101 | $166.0K | 0.00% | +20,436+235.8% | Added |
| IFP Advisors, Inc | 19,569 | $164.0K | 0.01% | −2,469−11.2% | Reduced |
| Beacon Pointe Advisors, LLC | 28,120 | $161.1K | 0.00% | +80+0.3% | Added |
| Invesco Ltd. | 27,198 | $155.8K | 0.00% | −1,595−5.5% | Reduced |
| Quattro Financial Advisors LLC | 26,170 | $150.0K | 0.06% | +660+2.6% | Added |
| Equitable Holdings, Inc. | 26,055 | $149.3K | 0.00% | +1,530+6.2% | Added |
| Bryn Mawr Trust Co | 23,225 | $133.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,704 | $124.4K | 0.00% | −3,917−15.3% | Reduced |
| Balboa Wealth Partners | 21,571 | $123.6K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 21,531 | $123.4K | 0.00% | +265+1.2% | Added |
| Doliver Advisors, LP | 21,156 | $121.2K | 0.04% | +21,156 | New |
| Pinnacle Wealth Planning Services, Inc. | 19,920 | $114.1K | 0.02% | −4,104−17.1% | Reduced |
| We Are One Seven, LLC | 19,588 | $112.2K | 0.01% | −5,595−22.2% | Reduced |
| Meridian Investment Counsel Inc. | 19,100 | $109.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 18,205 | $104.0K | 0.00% | −948−4.9% | Reduced |
| Mercer Global Advisors Inc | 17,948 | $103.0K | 0.00% | +3,811+27.0% | Added |
| Nations Financial Group Inc, | 17,478 | $100.2K | 0.01% | +3,919+28.9% | Added |
| Scissortail Wealth Management, LLC | 14,800 | $100.0K | 0.06% | +14,800 | New |
| Davenport & Co LLC | 16,963 | $97.0K | 0.00% | −795−4.5% | Reduced |
| SeaCrest Wealth Management, LLC | 16,920 | $97.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 16,454 | $94.3K | 0.00% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $91.0K | 0.08% | +16,000 | New |
| United Capital Financial Advisers, LLC | 15,847 | $90.8K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 15,643 | $89.6K | 0.00% | −4,697−23.1% | Reduced |
| Northern Trust Corp | 15,276 | $87.5K | 0.00% | +15,276 | New |
| Future Financial Wealth Managment LLC | 14,560 | $83.4K | 0.09% | +14,560 | New |
| Baird Financial Group, Inc. | 14,402 | $83.0K | 0.00% | −11,529−44.5% | Reduced |
| Kestra Advisory Services, LLC | 14,446 | $82.8K | 0.00% | +14,446 | New |
| Holistic Financial Partners | 14,440 | $82.7K | 0.07% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,241 | $81.6K | 0.01% | −10.0% | Reduced |
| MML Investors Services, LLC | 14,158 | $81.0K | 0.00% | +14,158 | New |
| Creative Planning | 13,824 | $79.2K | 0.00% | +2,197+18.9% | Added |
| GWM Advisors LLC | 34,262 | $75.1K | 0.00% | +14,630+74.5% | Added |
| Sigma Planning Corp | 12,995 | $74.5K | 0.00% | +26+0.2% | Added |
| DF Dent & Co Inc | 11,415 | $65.4K | 0.00% | −3,680−24.4% | Reduced |
| National Asset Management, Inc. | 11,014 | $63.1K | 0.00% | −10.0% | Reduced |
| Fiduciary Group LLC | 10,150 | $58.2K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 10,040 | $57.5K | 0.02% | +10,040 | New |
| MJP Associates Inc | 10,000 | $57.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9,305 | $53.3K | 0.02% | −9,974−51.7% | Reduced |
| ICA Group Wealth Management, LLC | 8,522 | $48.8K | 0.01% | −105,058−92.5% | Reduced |
| Islay Capital Management, LLC | 6,700 | $38.4K | 0.04% | 00.0% | Unchanged |