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, Q2 2023
Institutional positions in Cbre Global Real Estate Income Fund as of Jun 30, 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
- 136
- +13 vs. Q1 2023
- Shares held
- 44.2M
- +15.0M (+51.1%) vs. Q1 2023
- Total value
- $231.5M
- +$76.2M (+49.1%) vs. Q1 2023
- New holders
- 31
- 57 more added
- Sold out
- 18
- 27 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,042,896 | $52.5M | 0.01% | +1,315,598+15.1% | Added |
| Sit Investment Associates Inc | 9,746,330 | $51.0M | 1.33% | +9,403,453+2,742.5% | Added |
| UBS Group AG | 4,981,741 | $26.1M | 0.01% | +391,341+8.5% | Added |
| Bank of America Corp | 3,158,427 | $16.5M | 0.00% | −54,657−1.7% | Reduced |
| Wells Fargo & Company | 1,459,587 | $7.63M | 0.00% | −61,000−4.0% | Reduced |
| Advisors Asset Management, Inc. | 1,126,308 | $5.89M | 0.12% | +28,471+2.6% | Added |
| Flagship Harbor Advisors, LLC | 1,083,848 | $5.67M | 0.47% | +452,345+71.6% | Added |
| Ameriprise Financial Inc | 945,724 | $4.95M | 0.00% | +60,240+6.8% | Added |
| Advisor Group Holdings, Inc. | 775,925 | $4.06M | 0.01% | +345,120+80.1% | Added |
| Karpus Management, Inc. | 661,278 | $3.46M | 0.11% | +661,278 | New |
| Standard Life Aberdeen plc | 621,200 | $3.25M | 0.01% | +621,200 | New |
| Clough Capital Partners L P | 510,382 | $2.67M | 0.27% | +510,382 | New |
| Hunting Hill Global Capital, LLC | 472,618 | $2.47M | 1.48% | +472,618 | New |
| Pacific Wealth Strategies Group, Inc. | 433,436 | $2.27M | 2.32% | +206,158+90.7% | Added |
| Roumell Asset Management, LLC | 395,000 | $2.07M | 4.06% | +395,000 | New |
| CNH Partners LLC | 372,299 | $1.95M | 0.08% | +303,200+438.8% | Added |
| LPL Financial LLC | 317,921 | $1.66M | 0.00% | +4,900+1.6% | Added |
| WealthTrust Axiom LLC | 313,087 | $1.64M | 0.54% | +50,921+19.4% | Added |
| Royal Bank of Canada | 281,644 | $1.47M | 0.00% | +10,287+3.8% | Added |
| Roman Butler Fullerton & Co | 252,005 | $1.37M | 0.63% | +14,648+6.2% | Added |
| Landscape Capital Management, L.L.C. | 259,211 | $1.36M | 0.18% | +259,211 | New |
| Cetera Advisors LLC | 252,764 | $1.32M | 0.02% | −964−0.4% | Reduced |
| NWF Advisory Services Inc. | 230,146 | $1.20M | 0.28% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 229,518 | $1.20M | 0.02% | +229,518 | New |
| Samalin Investment Counsel, LLC | 203,927 | $1.07M | 0.58% | −9,353−4.4% | Reduced |
| Cooper Financial Group | 191,422 | $1.00M | 0.25% | +5,084+2.7% | Added |
| Commonwealth Equity Services, LLC | 188,213 | $984.0K | 0.00% | +2,016+1.1% | Added |
| Stephens Inc | 186,211 | $973.9K | 0.02% | +27,164+17.1% | Added |
| Stifel Financial Corp | 172,935 | $904.4K | 0.00% | +10,887+6.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 159,339 | $833.3K | 0.28% | −1,319−0.8% | Reduced |
| Yakira Capital Management, Inc. | 151,782 | $793.8K | 0.21% | −86,874−36.4% | Reduced |
| Rockefeller Capital Management L.P. | 151,039 | $789.9K | 0.00% | −8,377−5.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 149,685 | $782.9K | 0.00% | −29,169−16.3% | Reduced |
| Baird Financial Group, Inc. | 145,371 | $760.3K | 0.00% | +28,252+24.1% | Added |
| Private Advisor Group, LLC | 131,544 | $726.7K | 0.01% | +113,700+637.2% | Added |
| Raymond James & Associates | 138,509 | $724.4K | 0.00% | −10,748−7.2% | Reduced |
| 180 Wealth Advisors, LLC | 133,235 | $704.8K | 0.15% | +4,496+3.5% | Added |
| Cetera Advisor Networks LLC | 134,725 | $704.6K | 0.00% | +8,619+6.8% | Added |
| Quarry LP | 132,600 | $693.5K | 0.45% | +132,600 | New |
| City of London Investment Management Co Ltd | 115,238 | $604.4K | 0.05% | −316,502−73.3% | Reduced |
| Peapack Gladstone Financial Corp | 110,821 | $580.0K | 0.01% | −9,323−7.8% | Reduced |
| Transcend Wealth Collective, LLC | 109,591 | $573.2K | 0.05% | +145+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 106,828 | $559.0K | 0.00% | −31,178−22.6% | Reduced |
| Atomi Financial Group, Inc. | 104,538 | $546.7K | 0.25% | +219+0.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 93,803 | $490.6K | 0.15% | +2,007+2.2% | Added |
| First Republic Investment Management, Inc. | 93,626 | $489.7K | 0.00% | −961−1.0% | Reduced |
| SFI Advisors, LLC | 92,930 | $486.0K | 0.46% | +21,982+31.0% | Added |
| Stolper Co | 89,576 | $468.0K | 0.20% | −2,355−2.6% | Reduced |
| Doliver Advisors, LP | 87,849 | $459.4K | 0.14% | +32,096+57.6% | Added |
| Mariner, LLC | 83,956 | $439.1K | 0.00% | +10,852+14.8% | Added |
| Quattro Financial Advisors LLC | 75,188 | $393.2K | 0.16% | +75,188 | New |
| Elequin Capital LP | 67,420 | $352.6K | 0.18% | +52,995+367.4% | Added |
| Janney Montgomery Scott LLC | 67,358 | $352.0K | 0.00% | −478−0.7% | Reduced |
| Merit Financial Group, LLC | 60,861 | $318.3K | 0.01% | +60,861 | New |
| Wintrust Investments LLC | 56,516 | $296.0K | 0.03% | +579+1.0% | Added |
| The PNC Financial Services Group, Inc. | 55,457 | $290.0K | 0.00% | +25,003+82.1% | Added |
| Live Oak Private Wealth LLC | 54,884 | $287.0K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 53,810 | $281.4K | 0.02% | +1,294+2.5% | Added |
| Clear Creek Financial Management, LLC | 53,100 | $277.7K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 48,851 | $255.5K | 0.00% | −140,072−74.1% | Reduced |
| HighTower Advisors, LLC | 47,500 | $249.0K | 0.00% | +12,796+36.9% | Added |
| Centaurus Financial, Inc. | 46,821 | $245.0K | 0.02% | −206,269−81.5% | Reduced |
| Quantedge Capital Pte Ltd | 45,800 | $239.5K | 0.11% | +23,200+102.7% | Added |
| Guggenheim Capital LLC | 44,600 | $233.3K | 0.00% | +3,907+9.6% | Added |
| Park Avenue Securities LLC | 43,112 | $225.0K | 0.00% | +43,112 | New |
| Global Retirement Partners, LLC | 39,843 | $208.4K | 0.01% | +147+0.4% | Added |
| Dynamic Advisor Solutions LLC | 39,667 | $207.5K | 0.01% | +2,919+7.9% | Added |
| EP Wealth Advisors, LLC | 16,035 | $206.4K | 0.00% | +16,035 | New |
| JPMorgan Chase & Co | 38,080 | $199.2K | 0.00% | −1,347−3.4% | Reduced |
| Future Financial Wealth Managment LLC | 37,941 | $198.4K | 0.21% | 00.0% | Unchanged |
| CSS LLC | 37,576 | $196.5K | 0.02% | +37,576 | New |
| GWM Advisors LLC | 35,816 | $187.3K | 0.00% | +309+0.9% | Added |
| Burney Co | 35,132 | $183.7K | 0.01% | +21+0.1% | Added |
| Ieq Capital, LLC | 32,964 | $172.4K | 0.00% | +32,964 | New |
| Brooks, Moore & Associates, Inc. | 32,850 | $172.0K | 0.12% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 30,518 | $159.6K | 0.01% | −358−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 30,308 | $158.5K | 0.01% | +175+0.6% | Added |
| Beacon Pointe Advisors, LLC | 28,262 | $147.8K | 0.00% | +94+0.3% | Added |
| We Are One Seven, LLC | 25,733 | $134.6K | 0.01% | +5,682+28.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 22,870 | $119.6K | 0.02% | +2,871+14.4% | Added |
| Equitable Holdings, Inc. | 21,700 | $113.5K | 0.00% | −4,355−16.7% | Reduced |
| Manchester Capital Management LLC | 20,469 | $107.1K | 0.01% | +20,469 | New |
| National Asset Management, Inc. | 20,188 | $105.6K | 0.00% | +9,174+83.3% | Added |
| DF Dent & Co Inc | 18,615 | $97.4K | 0.00% | +1,235+7.1% | Added |
| Spire Wealth Management | 18,566 | $97.1K | 0.00% | +90.0% | Added |
| Atticus Wealth Management, LLC | 18,509 | $96.8K | 0.04% | +348+1.9% | Added |
| Jane Street Group, LLC | 17,553 | $91.8K | 0.00% | +1,395+8.6% | Added |
| Nations Financial Group Inc, | 17,495 | $91.5K | 0.01% | +9+0.1% | Added |
| Mercer Global Advisors Inc | 17,009 | $89.0K | 0.00% | −688−3.9% | Reduced |
| Meridian Investment Counsel Inc. | 17,000 | $88.9K | 0.03% | −2,100−11.0% | Reduced |
| Davenport & Co LLC | 16,723 | $87.5K | 0.00% | −240−1.4% | Reduced |
| Capital Investment Advisors, LLC | 16,713 | $87.4K | 0.00% | −1,010−5.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,374 | $85.6K | 0.00% | −5,975−26.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $83.0K | 0.08% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,847 | $82.9K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,550 | $81.3K | 0.00% | −6,321−28.9% | Reduced |
| Lakeview Capital Partners, LLC | 14,513 | $75.9K | 0.01% | +14,513 | New |
| XTX Topco Ltd | 14,513 | $75.9K | 0.01% | +14,513 | New |
| Holistic Financial Partners | 14,440 | $75.5K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,242 | $74.5K | 0.01% | +10.0% | Added |