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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 138,509 | $724.4K | 0.00% | −10,748−7.2% | Reduced |
| Private Advisor Group, LLC | 131,544 | $726.7K | 0.01% | +113,700+637.2% | Added |
| Baird Financial Group, Inc. | 145,371 | $760.3K | 0.00% | +28,252+24.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 149,685 | $782.9K | 0.00% | −29,169−16.3% | Reduced |
| Rockefeller Capital Management L.P. | 151,039 | $789.9K | 0.00% | −8,377−5.3% | Reduced |
| Yakira Capital Management, Inc. | 151,782 | $793.8K | 0.21% | −86,874−36.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 159,339 | $833.3K | 0.28% | −1,319−0.8% | Reduced |
| Stifel Financial Corp | 172,935 | $904.4K | 0.00% | +10,887+6.7% | Added |
| Stephens Inc | 186,211 | $973.9K | 0.02% | +27,164+17.1% | Added |
| Commonwealth Equity Services, LLC | 188,213 | $984.0K | 0.00% | +2,016+1.1% | Added |
| Cooper Financial Group | 191,422 | $1.00M | 0.25% | +5,084+2.7% | Added |
| Samalin Investment Counsel, LLC | 203,927 | $1.07M | 0.58% | −9,353−4.4% | Reduced |
| Wolverine Asset Management LLC | 229,518 | $1.20M | 0.02% | +229,518 | New |
| NWF Advisory Services Inc. | 230,146 | $1.20M | 0.28% | 00.0% | Unchanged |
| Cetera Advisors LLC | 252,764 | $1.32M | 0.02% | −964−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 259,211 | $1.36M | 0.18% | +259,211 | New |
| Roman Butler Fullerton & Co | 252,005 | $1.37M | 0.63% | +14,648+6.2% | Added |
| Royal Bank of Canada | 281,644 | $1.47M | 0.00% | +10,287+3.8% | Added |
| WealthTrust Axiom LLC | 313,087 | $1.64M | 0.54% | +50,921+19.4% | Added |
| LPL Financial LLC | 317,921 | $1.66M | 0.00% | +4,900+1.6% | Added |
| CNH Partners LLC | 372,299 | $1.95M | 0.08% | +303,200+438.8% | Added |
| Roumell Asset Management, LLC | 395,000 | $2.07M | 4.06% | +395,000 | New |
| Pacific Wealth Strategies Group, Inc. | 433,436 | $2.27M | 2.32% | +206,158+90.7% | Added |
| Hunting Hill Global Capital, LLC | 472,618 | $2.47M | 1.48% | +472,618 | New |
| Clough Capital Partners L P | 510,382 | $2.67M | 0.27% | +510,382 | New |
| Standard Life Aberdeen plc | 621,200 | $3.25M | 0.01% | +621,200 | New |
| Karpus Management, Inc. | 661,278 | $3.46M | 0.11% | +661,278 | New |
| Advisor Group Holdings, Inc. | 775,925 | $4.06M | 0.01% | +345,120+80.1% | Added |
| Ameriprise Financial Inc | 945,724 | $4.95M | 0.00% | +60,240+6.8% | Added |
| Flagship Harbor Advisors, LLC | 1,083,848 | $5.67M | 0.47% | +452,345+71.6% | Added |
| Advisors Asset Management, Inc. | 1,126,308 | $5.89M | 0.12% | +28,471+2.6% | Added |
| Wells Fargo & Company | 1,459,587 | $7.63M | 0.00% | −61,000−4.0% | Reduced |
| Bank of America Corp | 3,158,427 | $16.5M | 0.00% | −54,657−1.7% | Reduced |
| UBS Group AG | 4,981,741 | $26.1M | 0.01% | +391,341+8.5% | Added |
| Sit Investment Associates Inc | 9,746,330 | $51.0M | 1.33% | +9,403,453+2,742.5% | Added |
| Morgan Stanley | 10,042,896 | $52.5M | 0.01% | +1,315,598+15.1% | Added |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −236,250−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −236,250−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −55,937−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −23,225−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −20,056−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −18,691−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,110−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −16,526−100.0% | Sold out |
| Advocate Group LLC | 0 | $0 | 0.00% | −13,488−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,904−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −11,892−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,834−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |