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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 13,782 | $72.1K | 0.00% | +316+2.3% | Added |
| Occidental Asset Management, LLC | 13,002 | $68.0K | 0.02% | +2,411+22.8% | Added |
| Balboa Wealth Partners | 12,471 | $65.2K | 0.02% | +12,471 | New |
| Center for Financial Planning, Inc. | 12,214 | $63.9K | 0.01% | +12,214 | New |
| Fiduciary Group LLC | 12,180 | $63.7K | 0.01% | +2,030+20.0% | Added |
| Dakota Wealth Management | 12,035 | $62.9K | 0.00% | +12,035 | New |
| Coldstream Capital Management Inc | 11,732 | $61.4K | 0.00% | +11,732 | New |
| JustInvest LLC | 11,085 | $58.0K | 0.00% | +11,085 | New |
| Kestra Advisory Services, LLC | 10,639 | $55.6K | 0.00% | +10,639 | New |
| Kovack Advisors, Inc. | 10,573 | $55.3K | 0.01% | +10,573 | New |
| Susquehanna International Group, LLP | 10,554 | $55.2K | 0.00% | +10,554 | New |
| McIlrath & Eck, LLC | 10,000 | $52.3K | 0.01% | +10,000 | New |
| ICA Group Wealth Management, LLC | 9,282 | $48.5K | 0.01% | +1,052+12.8% | Added |
| BDO Wealth Advisors, LLC | 5,608 | $29.3K | 0.00% | +816+17.0% | Added |
| TD Capital Management LLC | 5,120 | $26.8K | 0.00% | +5,120 | New |
| Umb Bank N A | 4,100 | $21.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,712 | $19.0K | 0.00% | +828+28.7% | Added |
| Coppell Advisory Solutions LLC | 3,331 | $17.3K | 0.01% | +3,331 | New |
| Blume Capital Management, Inc. | 3,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $15.7K | 0.00% | −1,966−39.6% | Reduced |
| Huntington National Bank | – | $13.1K | 0.00% | – | New |
| Sunbelt Securities, Inc. | 1,600 | $8.37K | 0.00% | +267+20.0% | Added |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $7.51K | 0.00% | +1,436 | New |
| Capital Analysts, LLC | 1,420 | $7.00K | 0.00% | +1,420 | New |
| Private Trust Co NA | 1,000 | $5.23K | 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 |
| Allworth Financial LP | 882 | $4.61K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 629 | $3.29K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 600 | $3.14K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 443 | $2.32K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 261 | $1.37K | 0.00% | +8+3.2% | Added |
| Addison Advisors LLC | 185 | $968 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $78 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2 | $10 | 0.00% | 00.0% | Unchanged |
| 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 |