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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 151,492 | $868.0K | 0.27% | +10,606+7.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 153,146 | $877.5K | 0.35% | −52,579−25.6% | Reduced |
| Wolverine Asset Management LLC | 157,228 | $900.9K | 0.01% | +157,228 | New |
| Rockefeller Capital Management L.P. | 157,490 | $902.0K | 0.00% | −2,052−1.3% | Reduced |
| Stephens Inc | 160,564 | $920.0K | 0.02% | −19,631−10.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 162,391 | $930.5K | 1.25% | +31,191+23.8% | Added |
| Stifel Financial Corp | 180,502 | $1.03M | 0.00% | −1,898−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 182,848 | $1.05M | 0.00% | +18,600+11.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 188,437 | $1.08M | 0.00% | +7,807+4.3% | Added |
| Samalin Investment Counsel, LLC | 208,702 | $1.20M | 0.76% | +8,775+4.4% | Added |
| Centaurus Financial, Inc. | 237,187 | $1.36M | 0.13% | −21,767−8.4% | Reduced |
| Captrust Financial Advisors | 242,676 | $1.39M | 0.01% | +66,338+37.6% | Added |
| Cetera Advisors LLC | 253,699 | $1.45M | 0.03% | −4,664−1.8% | Reduced |
| WealthTrust Axiom LLC | 255,944 | $1.47M | 0.51% | −9,283−3.5% | Reduced |
| Royal Bank of Canada | 259,630 | $1.49M | 0.00% | −67,364−20.6% | Reduced |
| Roman Butler Fullerton & Co | 232,134 | $1.51M | 0.78% | +620.0% | Added |
| Shaker Financial Services, LLC | 267,476 | $1.53M | 0.72% | +267,476 | New |
| LPL Financial LLC | 400,770 | $2.30M | 0.00% | +83,284+26.2% | Added |
| Flagship Harbor Advisors, LLC | 613,671 | $3.52M | 0.36% | +19,875+3.3% | Added |
| Advisor Group Holdings, Inc. | 628,759 | $3.60M | 0.01% | +296,536+89.3% | Added |
| Ameriprise Financial Inc | 723,828 | $4.15M | 0.00% | +3,302+0.5% | Added |
| Advisors Asset Management, Inc. | 1,206,936 | $6.92M | 0.14% | −199,055−14.2% | Reduced |
| Wells Fargo & Company | 1,575,599 | $9.03M | 0.00% | −324,663−17.1% | Reduced |
| Bank of America Corp | 2,759,336 | $15.8M | 0.00% | −233,897−7.8% | Reduced |
| UBS Group AG | 4,144,731 | $23.7M | 0.01% | +282,353+7.3% | Added |
| Morgan Stanley | 8,410,974 | $48.2M | 0.01% | −1,382,564−14.1% | Reduced |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −204,482−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −22,581−100.0% | Sold out |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −21,849−100.0% | Sold out |
| Leisure Capital Management | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| WNY Asset Management, LLC | 0 | $0 | 0.00% | −12,885−100.0% | Sold out |
| Advocate Group LLC | 0 | $0 | 0.00% | −12,579−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −12,058−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −10,708−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,072−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |