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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 186,338 | $989.5K | 0.27% | +34,846+23.0% | Added |
| Captrust Financial Advisors | 188,923 | $1.00M | 0.00% | −53,753−22.2% | Reduced |
| Samalin Investment Counsel, LLC | 213,280 | $1.13M | 0.68% | +4,578+2.2% | Added |
| NWF Advisory Services Inc. | 230,146 | $1.20M | 0.28% | +230,146 | New |
| Pacific Wealth Strategies Group, Inc. | 227,278 | $1.21M | 1.38% | +64,887+40.0% | Added |
| Roman Butler Fullerton & Co | 237,357 | $1.23M | 0.61% | +5,223+2.2% | Added |
| 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 |
| Yakira Capital Management, Inc. | 238,656 | $1.27M | 0.32% | +238,656 | New |
| Centaurus Financial, Inc. | 253,090 | $1.34M | 0.11% | +15,903+6.7% | Added |
| Cetera Advisors LLC | 253,728 | $1.35M | 0.02% | +290.0% | Added |
| WealthTrust Axiom LLC | 262,166 | $1.39M | 0.47% | +6,222+2.4% | Added |
| Royal Bank of Canada | 271,357 | $1.44M | 0.00% | +11,727+4.5% | Added |
| LPL Financial LLC | 313,021 | $1.66M | 0.00% | −87,749−21.9% | Reduced |
| Sit Investment Associates Inc | 342,877 | $1.82M | 0.05% | +342,877 | New |
| Advisor Group Holdings, Inc. | 430,805 | $2.29M | 0.00% | −197,954−31.5% | Reduced |
| City of London Investment Management Co Ltd | 431,740 | $2.31M | 0.18% | +431,740 | New |
| Flagship Harbor Advisors, LLC | 631,503 | $3.35M | 0.32% | +17,832+2.9% | Added |
| Ameriprise Financial Inc | 885,484 | $4.71M | 0.00% | +161,656+22.3% | Added |
| Advisors Asset Management, Inc. | 1,097,837 | $5.83M | 0.12% | −109,099−9.0% | Reduced |
| Wells Fargo & Company | 1,520,587 | $8.07M | 0.00% | −55,012−3.5% | Reduced |
| Bank of America Corp | 3,213,084 | $17.1M | 0.00% | +453,748+16.4% | Added |
| UBS Group AG | 4,590,400 | $24.4M | 0.01% | +445,669+10.8% | Added |
| Morgan Stanley | 8,727,298 | $46.3M | 0.00% | +316,324+3.8% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −267,476−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −157,228−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −78,949−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −37,916−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −30,056−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −19,569−100.0% | Sold out |
| Quattro Financial Advisors LLC | 0 | $0 | 0.00% | −26,170−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −21,571−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −16,920−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,454−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −15,276−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,446−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |