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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $10 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $78 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 185 | $968 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 261 | $1.37K | 0.00% | +8+3.2% | Added |
| AdvisorNet Financial, Inc | 443 | $2.32K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 600 | $3.14K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 629 | $3.29K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 882 | $4.61K | 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 | $5.23K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,420 | $7.00K | 0.00% | +1,420 | New |
| Caldwell Sutter Capital, Inc. | 1,436 | $7.51K | 0.00% | +1,436 | New |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,600 | $8.37K | 0.00% | +267+20.0% | Added |
| Huntington National Bank | – | $13.1K | 0.00% | – | New |
| Fifth Third Bancorp | 3,000 | $15.7K | 0.00% | −1,966−39.6% | Reduced |
| Blume Capital Management, Inc. | 3,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,331 | $17.3K | 0.01% | +3,331 | New |
| CWM, LLC | 3,712 | $19.0K | 0.00% | +828+28.7% | Added |
| Umb Bank N A | 4,100 | $21.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5,120 | $26.8K | 0.00% | +5,120 | New |
| BDO Wealth Advisors, LLC | 5,608 | $29.3K | 0.00% | +816+17.0% | Added |
| ICA Group Wealth Management, LLC | 9,282 | $48.5K | 0.01% | +1,052+12.8% | Added |
| McIlrath & Eck, LLC | 10,000 | $52.3K | 0.01% | +10,000 | New |
| Susquehanna International Group, LLP | 10,554 | $55.2K | 0.00% | +10,554 | New |
| Kovack Advisors, Inc. | 10,573 | $55.3K | 0.01% | +10,573 | New |
| Kestra Advisory Services, LLC | 10,639 | $55.6K | 0.00% | +10,639 | New |
| JustInvest LLC | 11,085 | $58.0K | 0.00% | +11,085 | New |
| Coldstream Capital Management Inc | 11,732 | $61.4K | 0.00% | +11,732 | New |
| Dakota Wealth Management | 12,035 | $62.9K | 0.00% | +12,035 | New |
| Fiduciary Group LLC | 12,180 | $63.7K | 0.01% | +2,030+20.0% | Added |
| Center for Financial Planning, Inc. | 12,214 | $63.9K | 0.01% | +12,214 | New |
| Balboa Wealth Partners | 12,471 | $65.2K | 0.02% | +12,471 | New |
| Occidental Asset Management, LLC | 13,002 | $68.0K | 0.02% | +2,411+22.8% | Added |
| Sigma Planning Corp | 13,782 | $72.1K | 0.00% | +316+2.3% | Added |
| Good Life Advisors, LLC | 14,242 | $74.5K | 0.01% | +10.0% | Added |
| Holistic Financial Partners | 14,440 | $75.5K | 0.05% | 00.0% | Unchanged |
| 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 |
| D.A. Davidson & Co. | 15,550 | $81.3K | 0.00% | −6,321−28.9% | Reduced |
| United Capital Financial Advisers, LLC | 15,847 | $82.9K | 0.00% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $83.0K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,374 | $85.6K | 0.00% | −5,975−26.7% | Reduced |
| Capital Investment Advisors, LLC | 16,713 | $87.4K | 0.00% | −1,010−5.7% | Reduced |
| Davenport & Co LLC | 16,723 | $87.5K | 0.00% | −240−1.4% | Reduced |
| Meridian Investment Counsel Inc. | 17,000 | $88.9K | 0.03% | −2,100−11.0% | Reduced |
| Mercer Global Advisors Inc | 17,009 | $89.0K | 0.00% | −688−3.9% | Reduced |
| Nations Financial Group Inc, | 17,495 | $91.5K | 0.01% | +9+0.1% | Added |
| Jane Street Group, LLC | 17,553 | $91.8K | 0.00% | +1,395+8.6% | Added |
| Atticus Wealth Management, LLC | 18,509 | $96.8K | 0.04% | +348+1.9% | Added |
| Spire Wealth Management | 18,566 | $97.1K | 0.00% | +90.0% | Added |
| DF Dent & Co Inc | 18,615 | $97.4K | 0.00% | +1,235+7.1% | Added |
| National Asset Management, Inc. | 20,188 | $105.6K | 0.00% | +9,174+83.3% | Added |
| Manchester Capital Management LLC | 20,469 | $107.1K | 0.01% | +20,469 | New |
| Equitable Holdings, Inc. | 21,700 | $113.5K | 0.00% | −4,355−16.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 22,870 | $119.6K | 0.02% | +2,871+14.4% | Added |
| We Are One Seven, LLC | 25,733 | $134.6K | 0.01% | +5,682+28.3% | Added |
| Beacon Pointe Advisors, LLC | 28,262 | $147.8K | 0.00% | +94+0.3% | Added |
| Axxcess Wealth Management, LLC | 30,308 | $158.5K | 0.01% | +175+0.6% | Added |
| IHT Wealth Management, LLC | 30,518 | $159.6K | 0.01% | −358−1.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,850 | $172.0K | 0.12% | 00.0% | Unchanged |
| Ieq Capital, LLC | 32,964 | $172.4K | 0.00% | +32,964 | New |
| Burney Co | 35,132 | $183.7K | 0.01% | +21+0.1% | Added |
| GWM Advisors LLC | 35,816 | $187.3K | 0.00% | +309+0.9% | Added |
| CSS LLC | 37,576 | $196.5K | 0.02% | +37,576 | New |
| Future Financial Wealth Managment LLC | 37,941 | $198.4K | 0.21% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 38,080 | $199.2K | 0.00% | −1,347−3.4% | Reduced |
| EP Wealth Advisors, LLC | 16,035 | $206.4K | 0.00% | +16,035 | New |
| Dynamic Advisor Solutions LLC | 39,667 | $207.5K | 0.01% | +2,919+7.9% | Added |
| Global Retirement Partners, LLC | 39,843 | $208.4K | 0.01% | +147+0.4% | Added |
| Park Avenue Securities LLC | 43,112 | $225.0K | 0.00% | +43,112 | New |
| Guggenheim Capital LLC | 44,600 | $233.3K | 0.00% | +3,907+9.6% | Added |
| Quantedge Capital Pte Ltd | 45,800 | $239.5K | 0.11% | +23,200+102.7% | Added |
| Centaurus Financial, Inc. | 46,821 | $245.0K | 0.02% | −206,269−81.5% | Reduced |
| HighTower Advisors, LLC | 47,500 | $249.0K | 0.00% | +12,796+36.9% | Added |
| Captrust Financial Advisors | 48,851 | $255.5K | 0.00% | −140,072−74.1% | Reduced |
| Clear Creek Financial Management, LLC | 53,100 | $277.7K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 53,810 | $281.4K | 0.02% | +1,294+2.5% | Added |
| Live Oak Private Wealth LLC | 54,884 | $287.0K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 55,457 | $290.0K | 0.00% | +25,003+82.1% | Added |
| Wintrust Investments LLC | 56,516 | $296.0K | 0.03% | +579+1.0% | Added |
| Merit Financial Group, LLC | 60,861 | $318.3K | 0.01% | +60,861 | New |
| Janney Montgomery Scott LLC | 67,358 | $352.0K | 0.00% | −478−0.7% | Reduced |
| Elequin Capital LP | 67,420 | $352.6K | 0.18% | +52,995+367.4% | Added |
| Quattro Financial Advisors LLC | 75,188 | $393.2K | 0.16% | +75,188 | New |
| Mariner, LLC | 83,956 | $439.1K | 0.00% | +10,852+14.8% | Added |
| Doliver Advisors, LP | 87,849 | $459.4K | 0.14% | +32,096+57.6% | Added |
| Stolper Co | 89,576 | $468.0K | 0.20% | −2,355−2.6% | Reduced |
| SFI Advisors, LLC | 92,930 | $486.0K | 0.46% | +21,982+31.0% | Added |
| First Republic Investment Management, Inc. | 93,626 | $489.7K | 0.00% | −961−1.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 93,803 | $490.6K | 0.15% | +2,007+2.2% | Added |
| Atomi Financial Group, Inc. | 104,538 | $546.7K | 0.25% | +219+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 106,828 | $559.0K | 0.00% | −31,178−22.6% | Reduced |
| Transcend Wealth Collective, LLC | 109,591 | $573.2K | 0.05% | +145+0.1% | Added |
| Peapack Gladstone Financial Corp | 110,821 | $580.0K | 0.01% | −9,323−7.8% | Reduced |
| City of London Investment Management Co Ltd | 115,238 | $604.4K | 0.05% | −316,502−73.3% | Reduced |
| Quarry LP | 132,600 | $693.5K | 0.45% | +132,600 | New |
| Cetera Advisor Networks LLC | 134,725 | $704.6K | 0.00% | +8,619+6.8% | Added |
| 180 Wealth Advisors, LLC | 133,235 | $704.8K | 0.15% | +4,496+3.5% | Added |