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, Q1 2023
Institutional positions in Cbre Global Real Estate Income Fund as of Mar 31, 2023. 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
- 124
- −1 vs. Q4 2022
- Shares held
- 29.3M
- +2.41M (+9.0%) vs. Q4 2022
- Total value
- $155.3M
- +$1.30M (+0.8%) vs. Q4 2022
- New holders
- 18
- 50 more added
- Sold out
- 19
- 30 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,727,298 | $46.3M | 0.00% | +316,324+3.8% | Added |
| UBS Group AG | 4,590,400 | $24.4M | 0.01% | +445,669+10.8% | Added |
| Bank of America Corp | 3,213,084 | $17.1M | 0.00% | +453,748+16.4% | Added |
| Wells Fargo & Company | 1,520,587 | $8.07M | 0.00% | −55,012−3.5% | Reduced |
| Advisors Asset Management, Inc. | 1,097,837 | $5.83M | 0.12% | −109,099−9.0% | Reduced |
| Ameriprise Financial Inc | 885,484 | $4.71M | 0.00% | +161,656+22.3% | Added |
| Flagship Harbor Advisors, LLC | 631,503 | $3.35M | 0.32% | +17,832+2.9% | Added |
| City of London Investment Management Co Ltd | 431,740 | $2.31M | 0.18% | +431,740 | New |
| Advisor Group Holdings, Inc. | 430,805 | $2.29M | 0.00% | −197,954−31.5% | Reduced |
| Sit Investment Associates Inc | 342,877 | $1.82M | 0.05% | +342,877 | New |
| LPL Financial LLC | 313,021 | $1.66M | 0.00% | −87,749−21.9% | Reduced |
| Royal Bank of Canada | 271,357 | $1.44M | 0.00% | +11,727+4.5% | Added |
| WealthTrust Axiom LLC | 262,166 | $1.39M | 0.47% | +6,222+2.4% | Added |
| Cetera Advisors LLC | 253,728 | $1.35M | 0.02% | +290.0% | Added |
| Centaurus Financial, Inc. | 253,090 | $1.34M | 0.11% | +15,903+6.7% | Added |
| Yakira Capital Management, Inc. | 238,656 | $1.27M | 0.32% | +238,656 | New |
| Alpine Global Management, LLC | 236,250 | $1.25M | 0.49% | +151,942+180.2% | Added |
| Boothbay Fund Management, LLC | 236,250 | $1.25M | 0.04% | +236,250 | New |
| Roman Butler Fullerton & Co | 237,357 | $1.23M | 0.61% | +5,223+2.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 227,278 | $1.21M | 1.38% | +64,887+40.0% | Added |
| NWF Advisory Services Inc. | 230,146 | $1.20M | 0.28% | +230,146 | New |
| Samalin Investment Counsel, LLC | 213,280 | $1.13M | 0.68% | +4,578+2.2% | Added |
| Captrust Financial Advisors | 188,923 | $1.00M | 0.00% | −53,753−22.2% | Reduced |
| Cooper Financial Group | 186,338 | $989.5K | 0.27% | +34,846+23.0% | Added |
| Commonwealth Equity Services, LLC | 186,197 | $988.0K | 0.00% | +3,349+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 178,854 | $949.7K | 0.00% | −9,583−5.1% | Reduced |
| Stifel Financial Corp | 162,048 | $860.5K | 0.00% | −18,454−10.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 160,658 | $853.1K | 0.31% | +7,512+4.9% | Added |
| Rockefeller Capital Management L.P. | 159,416 | $846.0K | 0.00% | +1,926+1.2% | Added |
| Stephens Inc | 159,047 | $844.5K | 0.02% | −1,517−0.9% | Reduced |
| Raymond James & Associates | 149,257 | $792.6K | 0.00% | +925+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 138,006 | $733.0K | 0.00% | +54,961+66.2% | Added |
| 180 Wealth Advisors, LLC | 128,739 | $683.6K | 0.16% | −1,335−1.0% | Reduced |
| Cetera Advisor Networks LLC | 126,106 | $669.6K | 0.00% | +11,407+9.9% | Added |
| Peapack Gladstone Financial Corp | 120,144 | $638.0K | 0.01% | −2,830−2.3% | Reduced |
| Baird Financial Group, Inc. | 117,119 | $621.9K | 0.00% | +102,717+713.2% | Added |
| Transcend Wealth Collective, LLC | 109,446 | $581.2K | 0.06% | +43,415+65.7% | Added |
| Atomi Financial Group, Inc. | 104,319 | $553.9K | 0.31% | +104,319 | New |
| First Republic Investment Management, Inc. | 94,587 | $502.3K | 0.00% | +78,944+504.7% | Added |
| Stolper Co | 91,931 | $488.0K | 0.21% | −5,944−6.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 91,796 | $487.4K | 0.15% | +5,572+6.5% | Added |
| Mariner, LLC | 73,104 | $385.0K | 0.00% | −7,653−9.5% | Reduced |
| SFI Advisors, LLC | 70,948 | $376.7K | 0.38% | +7,433+11.7% | Added |
| CNH Partners LLC | 69,099 | $366.9K | 0.01% | +69,099 | New |
| Janney Montgomery Scott LLC | 67,836 | $360.0K | 0.00% | −7,086−9.5% | Reduced |
| Financial Advocates Investment Management | 55,937 | $297.0K | 0.02% | +4,212+8.1% | Added |
| Wintrust Investments LLC | 55,937 | $297.0K | 0.04% | +5,446+10.8% | Added |
| Doliver Advisors, LP | 55,753 | $296.0K | 0.09% | +34,597+163.5% | Added |
| Live Oak Private Wealth LLC | 54,884 | $291.4K | 0.06% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 53,100 | $282.0K | 0.05% | −900−1.7% | Reduced |
| Moors & Cabot, Inc. | 52,516 | $278.9K | 0.02% | +478+0.9% | Added |
| Saba Capital Management, L.P. | 50,000 | $265.5K | 0.01% | +50,000 | New |
| Guggenheim Capital LLC | 40,693 | $216.1K | 0.00% | +1,594+4.1% | Added |
| Global Retirement Partners, LLC | 39,696 | $210.8K | 0.01% | +249+0.6% | Added |
| JPMorgan Chase & Co | 39,427 | $209.0K | 0.00% | +10,326+35.5% | Added |
| Future Financial Wealth Managment LLC | 37,941 | $197.3K | 0.22% | +23,381+160.6% | Added |
| Dynamic Advisor Solutions LLC | 36,748 | $195.1K | 0.01% | −3,149−7.9% | Reduced |
| GWM Advisors LLC | 35,507 | $188.4K | 0.00% | +1,245+3.6% | Added |
| Burney Co | 35,111 | $186.4K | 0.01% | −2,819−7.4% | Reduced |
| HighTower Advisors, LLC | 34,704 | $185.0K | 0.00% | −7,977−18.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,850 | $174.0K | 0.12% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 30,876 | $163.9K | 0.01% | +92+0.3% | Added |
| The PNC Financial Services Group, Inc. | 30,454 | $161.7K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 30,133 | $160.0K | 0.01% | −279−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 28,168 | $149.6K | 0.00% | +48+0.2% | Added |
| Equitable Holdings, Inc. | 26,055 | $138.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 23,225 | $123.0K | 0.01% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 22,600 | $120.0K | 0.05% | +22,600 | New |
| Steward Partners Investment Advisory, LLC | 22,349 | $118.7K | 0.00% | +645+3.0% | Added |
| D.A. Davidson & Co. | 21,871 | $116.1K | 0.00% | −7,513−25.6% | Reduced |
| Invesco Ltd. | 20,056 | $106.5K | 0.00% | −7,142−26.3% | Reduced |
| We Are One Seven, LLC | 20,051 | $106.5K | 0.01% | +463+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,999 | $106.2K | 0.02% | +79+0.4% | Added |
| Meridian Investment Counsel Inc. | 19,100 | $101.4K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,691 | $99.2K | 0.00% | −2,840−13.2% | Reduced |
| Spire Wealth Management | 18,557 | $98.5K | 0.00% | +17,785+2,303.8% | Added |
| Atticus Wealth Management, LLC | 18,161 | $96.4K | 0.04% | +8,856+95.2% | Added |
| Virtu Financial LLC | 18,110 | $96.0K | 0.01% | +18,110 | New |
| Private Advisor Group, LLC | 17,844 | $94.8K | 0.00% | −3,100−14.8% | Reduced |
| Capital Investment Advisors, LLC | 17,723 | $94.1K | 0.00% | −482−2.6% | Reduced |
| Mercer Global Advisors Inc | 17,697 | $94.0K | 0.00% | −251−1.4% | Reduced |
| Nations Financial Group Inc, | 17,486 | $92.9K | 0.01% | +80.0% | Added |
| DF Dent & Co Inc | 17,380 | $92.3K | 0.00% | +5,965+52.3% | Added |
| Accurate Wealth Management, LLC | 16,526 | $90.7K | 0.03% | +16,526 | New |
| Davenport & Co LLC | 16,963 | $90.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,158 | $85.8K | 0.00% | +16,158 | New |
| United Capital Financial Advisers, LLC | 15,847 | $84.1K | 0.00% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $84.0K | 0.08% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $76.7K | 0.06% | 00.0% | Unchanged |
| Elequin Capital LP | 14,425 | $76.6K | 0.05% | −75,230−83.9% | Reduced |
| Good Life Advisors, LLC | 14,241 | $75.6K | 0.01% | 00.0% | Unchanged |
| Advocate Group LLC | 13,488 | $71.6K | 0.02% | +13,488 | New |
| Sigma Planning Corp | 13,466 | $71.5K | 0.00% | +471+3.6% | Added |
| Zacks Investment Management | 26,000 | $69.4K | 0.00% | +26,000 | New |
| Creative Planning | 11,904 | $63.2K | 0.00% | −1,920−13.9% | Reduced |
| Lido Advisors, LLC | 11,892 | $63.1K | 0.00% | +11,892 | New |
| National Asset Management, Inc. | 11,014 | $58.5K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,834 | $58.0K | 0.00% | −3,324−23.5% | Reduced |
| Occidental Asset Management, LLC | 10,591 | $56.2K | 0.01% | +551+5.5% | Added |
| Fiduciary Group LLC | 10,150 | $53.9K | 0.01% | 00.0% | Unchanged |