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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $80 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 185 | $983 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 253 | $1.34K | 0.00% | +7+2.8% | Added |
| AdvisorNet Financial, Inc | 443 | $2.35K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 600 | $3.19K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 629 | $3.34K | 0.00% | +81+14.8% | Added |
| Allworth Financial LP | 882 | $4.68K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $5.31K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,200 | $6.37K | 0.00% | +1,200 | New |
| Sunbelt Securities, Inc. | 1,333 | $6.81K | 0.00% | +1,333 | New |
| Advisory Services Network, LLC | 1,500 | $7.96K | 0.00% | −3,500−70.0% | Reduced |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 2,000 | $10.6K | 0.00% | −134,718−98.5% | Reduced |
| CWM, LLC | 2,884 | $15.0K | 0.00% | +1,575+120.3% | Added |
| Blume Capital Management, Inc. | 3,000 | $15.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4,000 | $21.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,100 | $21.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,690 | $24.9K | 0.00% | +4,690 | New |
| BDO Wealth Advisors, LLC | 4,792 | $25.4K | 0.00% | +3,592+299.3% | Added |
| Fifth Third Bancorp | 4,966 | $26.4K | 0.00% | +1,966+65.5% | Added |
| ICA Group Wealth Management, LLC | 8,230 | $43.7K | 0.01% | −292−3.4% | Reduced |
| Fiduciary Group LLC | 10,150 | $53.9K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 10,591 | $56.2K | 0.01% | +551+5.5% | Added |
| MML Investors Services, LLC | 10,834 | $58.0K | 0.00% | −3,324−23.5% | Reduced |
| National Asset Management, Inc. | 11,014 | $58.5K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,892 | $63.1K | 0.00% | +11,892 | New |
| Creative Planning | 11,904 | $63.2K | 0.00% | −1,920−13.9% | Reduced |
| Zacks Investment Management | 26,000 | $69.4K | 0.00% | +26,000 | New |
| Sigma Planning Corp | 13,466 | $71.5K | 0.00% | +471+3.6% | Added |
| Advocate Group LLC | 13,488 | $71.6K | 0.02% | +13,488 | New |
| Good Life Advisors, LLC | 14,241 | $75.6K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 14,425 | $76.6K | 0.05% | −75,230−83.9% | Reduced |
| Holistic Financial Partners | 14,440 | $76.7K | 0.06% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $84.0K | 0.08% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,847 | $84.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,158 | $85.8K | 0.00% | +16,158 | New |
| Davenport & Co LLC | 16,963 | $90.1K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 16,526 | $90.7K | 0.03% | +16,526 | New |
| DF Dent & Co Inc | 17,380 | $92.3K | 0.00% | +5,965+52.3% | Added |
| Nations Financial Group Inc, | 17,486 | $92.9K | 0.01% | +80.0% | Added |
| Mercer Global Advisors Inc | 17,697 | $94.0K | 0.00% | −251−1.4% | Reduced |
| Capital Investment Advisors, LLC | 17,723 | $94.1K | 0.00% | −482−2.6% | Reduced |
| Private Advisor Group, LLC | 17,844 | $94.8K | 0.00% | −3,100−14.8% | Reduced |
| Virtu Financial LLC | 18,110 | $96.0K | 0.01% | +18,110 | New |
| Atticus Wealth Management, LLC | 18,161 | $96.4K | 0.04% | +8,856+95.2% | Added |
| Spire Wealth Management | 18,557 | $98.5K | 0.00% | +17,785+2,303.8% | Added |
| Avantax Advisory Services, Inc. | 18,691 | $99.2K | 0.00% | −2,840−13.2% | Reduced |
| Meridian Investment Counsel Inc. | 19,100 | $101.4K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 19,999 | $106.2K | 0.02% | +79+0.4% | Added |
| We Are One Seven, LLC | 20,051 | $106.5K | 0.01% | +463+2.4% | Added |
| Invesco Ltd. | 20,056 | $106.5K | 0.00% | −7,142−26.3% | Reduced |
| D.A. Davidson & Co. | 21,871 | $116.1K | 0.00% | −7,513−25.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,349 | $118.7K | 0.00% | +645+3.0% | Added |
| Quantedge Capital Pte Ltd | 22,600 | $120.0K | 0.05% | +22,600 | New |
| Bryn Mawr Trust Co | 23,225 | $123.0K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 26,055 | $138.4K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 28,168 | $149.6K | 0.00% | +48+0.2% | Added |
| Axxcess Wealth Management, LLC | 30,133 | $160.0K | 0.01% | −279−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 30,454 | $161.7K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 30,876 | $163.9K | 0.01% | +92+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 32,850 | $174.0K | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 34,704 | $185.0K | 0.00% | −7,977−18.7% | Reduced |
| Burney Co | 35,111 | $186.4K | 0.01% | −2,819−7.4% | Reduced |
| GWM Advisors LLC | 35,507 | $188.4K | 0.00% | +1,245+3.6% | Added |
| Dynamic Advisor Solutions LLC | 36,748 | $195.1K | 0.01% | −3,149−7.9% | Reduced |
| Future Financial Wealth Managment LLC | 37,941 | $197.3K | 0.22% | +23,381+160.6% | Added |
| JPMorgan Chase & Co | 39,427 | $209.0K | 0.00% | +10,326+35.5% | Added |
| Global Retirement Partners, LLC | 39,696 | $210.8K | 0.01% | +249+0.6% | Added |
| Guggenheim Capital LLC | 40,693 | $216.1K | 0.00% | +1,594+4.1% | Added |
| Saba Capital Management, L.P. | 50,000 | $265.5K | 0.01% | +50,000 | New |
| Moors & Cabot, Inc. | 52,516 | $278.9K | 0.02% | +478+0.9% | Added |
| Clear Creek Financial Management, LLC | 53,100 | $282.0K | 0.05% | −900−1.7% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $291.4K | 0.06% | 00.0% | Unchanged |
| Doliver Advisors, LP | 55,753 | $296.0K | 0.09% | +34,597+163.5% | Added |
| Wintrust Investments LLC | 55,937 | $297.0K | 0.04% | +5,446+10.8% | Added |
| Financial Advocates Investment Management | 55,937 | $297.0K | 0.02% | +4,212+8.1% | Added |
| Janney Montgomery Scott LLC | 67,836 | $360.0K | 0.00% | −7,086−9.5% | Reduced |
| CNH Partners LLC | 69,099 | $366.9K | 0.01% | +69,099 | New |
| SFI Advisors, LLC | 70,948 | $376.7K | 0.38% | +7,433+11.7% | Added |
| Mariner, LLC | 73,104 | $385.0K | 0.00% | −7,653−9.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 91,796 | $487.4K | 0.15% | +5,572+6.5% | Added |
| Stolper Co | 91,931 | $488.0K | 0.21% | −5,944−6.1% | Reduced |
| First Republic Investment Management, Inc. | 94,587 | $502.3K | 0.00% | +78,944+504.7% | Added |
| Atomi Financial Group, Inc. | 104,319 | $553.9K | 0.31% | +104,319 | New |
| Transcend Wealth Collective, LLC | 109,446 | $581.2K | 0.06% | +43,415+65.7% | Added |
| Baird Financial Group, Inc. | 117,119 | $621.9K | 0.00% | +102,717+713.2% | Added |
| Peapack Gladstone Financial Corp | 120,144 | $638.0K | 0.01% | −2,830−2.3% | Reduced |
| Cetera Advisor Networks LLC | 126,106 | $669.6K | 0.00% | +11,407+9.9% | Added |
| 180 Wealth Advisors, LLC | 128,739 | $683.6K | 0.16% | −1,335−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 138,006 | $733.0K | 0.00% | +54,961+66.2% | Added |
| Raymond James & Associates | 149,257 | $792.6K | 0.00% | +925+0.6% | Added |
| Stephens Inc | 159,047 | $844.5K | 0.02% | −1,517−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 159,416 | $846.0K | 0.00% | +1,926+1.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 160,658 | $853.1K | 0.31% | +7,512+4.9% | Added |
| Stifel Financial Corp | 162,048 | $860.5K | 0.00% | −18,454−10.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 178,854 | $949.7K | 0.00% | −9,583−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 186,197 | $988.0K | 0.00% | +3,349+1.8% | Added |