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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $86 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,944 | $120 | 0.00% | −3,500−14.3% | Reduced |
| Addison Advisors LLC | 185 | $1.06K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 246 | $1.41K | 0.00% | +8+3.4% | Added |
| AdvisorNet Financial, Inc | 443 | $2.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 548 | $3.14K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 600 | $3.44K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 772 | $4.00K | 0.00% | +7+0.9% | Added |
| Allworth Financial LP | 882 | $5.05K | 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 |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,200 | $6.88K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,309 | $8.00K | 0.00% | +240+22.5% | Added |
| TSFG, LLC | 1,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,602 | $9.18K | 0.00% | +1,602 | New |
| CoreCap Advisors, LLC | 2,153 | $12.3K | 0.00% | +2,153 | New |
| Coppell Advisory Solutions LLC | 2,922 | $16.7K | 0.01% | +2,922 | New |
| Coppell Advisory Solutions Corp. | 2,922 | $16.7K | 0.01% | +2,922 | New |
| Fifth Third Bancorp | 3,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $17.2K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,500 | $20.1K | 0.00% | +3,500 | New |
| Tortoise Investment Management, LLC | 4,000 | $22.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,000 | $28.6K | 0.00% | +5,000 | New |
| Islay Capital Management, LLC | 6,700 | $38.4K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8,522 | $48.8K | 0.01% | −105,058−92.5% | Reduced |
| Atticus Wealth Management, LLC | 9,305 | $53.3K | 0.02% | −9,974−51.7% | Reduced |
| MJP Associates Inc | 10,000 | $57.3K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 10,040 | $57.5K | 0.02% | +10,040 | New |
| Fiduciary Group LLC | 10,150 | $58.2K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,014 | $63.1K | 0.00% | −10.0% | Reduced |
| DF Dent & Co Inc | 11,415 | $65.4K | 0.00% | −3,680−24.4% | Reduced |
| Sigma Planning Corp | 12,995 | $74.5K | 0.00% | +26+0.2% | Added |
| GWM Advisors LLC | 34,262 | $75.1K | 0.00% | +14,630+74.5% | Added |
| Creative Planning | 13,824 | $79.2K | 0.00% | +2,197+18.9% | Added |
| MML Investors Services, LLC | 14,158 | $81.0K | 0.00% | +14,158 | New |
| Good Life Advisors, LLC | 14,241 | $81.6K | 0.01% | −10.0% | Reduced |
| Holistic Financial Partners | 14,440 | $82.7K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,446 | $82.8K | 0.00% | +14,446 | New |
| Baird Financial Group, Inc. | 14,402 | $83.0K | 0.00% | −11,529−44.5% | Reduced |
| Future Financial Wealth Managment LLC | 14,560 | $83.4K | 0.09% | +14,560 | New |
| Northern Trust Corp | 15,276 | $87.5K | 0.00% | +15,276 | New |
| First Republic Investment Management, Inc. | 15,643 | $89.6K | 0.00% | −4,697−23.1% | Reduced |
| United Capital Financial Advisers, LLC | 15,847 | $90.8K | 0.00% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $91.0K | 0.08% | +16,000 | New |
| EP Wealth Advisors, LLC | 16,454 | $94.3K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,920 | $97.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,963 | $97.0K | 0.00% | −795−4.5% | Reduced |
| Scissortail Wealth Management, LLC | 14,800 | $100.0K | 0.06% | +14,800 | New |
| Nations Financial Group Inc, | 17,478 | $100.2K | 0.01% | +3,919+28.9% | Added |
| Mercer Global Advisors Inc | 17,948 | $103.0K | 0.00% | +3,811+27.0% | Added |
| Capital Investment Advisors, LLC | 18,205 | $104.0K | 0.00% | −948−4.9% | Reduced |
| Meridian Investment Counsel Inc. | 19,100 | $109.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 19,588 | $112.2K | 0.01% | −5,595−22.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,920 | $114.1K | 0.02% | −4,104−17.1% | Reduced |
| Doliver Advisors, LP | 21,156 | $121.2K | 0.04% | +21,156 | New |
| Avantax Advisory Services, Inc. | 21,531 | $123.4K | 0.00% | +265+1.2% | Added |
| Balboa Wealth Partners | 21,571 | $123.6K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,704 | $124.4K | 0.00% | −3,917−15.3% | Reduced |
| Bryn Mawr Trust Co | 23,225 | $133.0K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 26,055 | $149.3K | 0.00% | +1,530+6.2% | Added |
| Quattro Financial Advisors LLC | 26,170 | $150.0K | 0.06% | +660+2.6% | Added |
| Invesco Ltd. | 27,198 | $155.8K | 0.00% | −1,595−5.5% | Reduced |
| Beacon Pointe Advisors, LLC | 28,120 | $161.1K | 0.00% | +80+0.3% | Added |
| IFP Advisors, Inc | 19,569 | $164.0K | 0.01% | −2,469−11.2% | Reduced |
| JPMorgan Chase & Co | 29,101 | $166.0K | 0.00% | +20,436+235.8% | Added |
| D.A. Davidson & Co. | 29,384 | $168.4K | 0.00% | −41,396−58.5% | Reduced |
| Walleye Capital LLC | 30,056 | $172.2K | 0.00% | +30,056 | New |
| Axxcess Wealth Management, LLC | 30,412 | $174.3K | 0.01% | −21,326−41.2% | Reduced |
| The PNC Financial Services Group, Inc. | 30,454 | $174.5K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 30,784 | $176.4K | 0.01% | +91+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 32,850 | $188.0K | 0.14% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 37,916 | $217.0K | 0.00% | −2,366−5.9% | Reduced |
| Burney Co | 37,930 | $217.3K | 0.01% | −14,386−27.5% | Reduced |
| Guggenheim Capital LLC | 39,099 | $224.0K | 0.00% | −557−1.4% | Reduced |
| Global Retirement Partners, LLC | 39,447 | $226.0K | 0.02% | +120+0.3% | Added |
| Dynamic Advisor Solutions LLC | 39,897 | $228.6K | 0.02% | +327+0.8% | Added |
| HighTower Advisors, LLC | 42,681 | $244.0K | 0.00% | −1,515−3.4% | Reduced |
| Wintrust Investments LLC | 50,491 | $289.0K | 0.04% | −2,313−4.4% | Reduced |
| Financial Advocates Investment Management | 51,725 | $296.4K | 0.02% | +7,461+16.9% | Added |
| Moors & Cabot, Inc. | 52,038 | $298.2K | 0.02% | +1,081+2.1% | Added |
| Clear Creek Financial Management, LLC | 54,000 | $309.4K | 0.07% | +54,000 | New |
| Live Oak Private Wealth LLC | 54,884 | $314.5K | 0.07% | 00.0% | Unchanged |
| SFI Advisors, LLC | 63,515 | $363.9K | 0.40% | +63,515 | New |
| Transcend Wealth Collective, LLC | 66,031 | $378.4K | 0.04% | −1,106−1.6% | Reduced |
| Janney Montgomery Scott LLC | 74,922 | $429.0K | 0.00% | −1,076−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 78,949 | $452.4K | 0.07% | +78,949 | New |
| Mariner, LLC | 80,757 | $463.0K | 0.00% | −1,532−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,045 | $476.0K | 0.00% | −2,518−2.9% | Reduced |
| Alpine Global Management, LLC | 84,308 | $483.0K | 0.16% | +84,308 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 86,224 | $494.1K | 0.16% | −18,328−17.5% | Reduced |
| Elequin Capital LP | 89,655 | $513.7K | 0.14% | +89,655 | New |
| Stolper Co | 97,875 | $561.0K | 0.25% | −60,555−38.2% | Reduced |
| Cetera Advisor Networks LLC | 114,699 | $657.2K | 0.01% | +57,864+101.8% | Added |
| Peapack Gladstone Financial Corp | 122,974 | $705.0K | 0.01% | −21,004−14.6% | Reduced |
| Weiss Asset Management LP | 136,718 | $783.4K | 0.04% | +136,718 | New |
| Raymond James & Associates | 148,332 | $849.9K | 0.00% | −24,608−14.2% | Reduced |
| 180 Wealth Advisors, LLC | 130,074 | $866.3K | 0.20% | +5,742+4.6% | Added |