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, Q3 2023
Institutional positions in Cbre Global Real Estate Income Fund as of Sep 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
- 124
- −11 vs. Q2 2023
- Shares held
- 42.5M
- −1.76M (−4.0%) vs. Q2 2023
- Total value
- $191.0M
- −$40.4M (−17.5%) vs. Q2 2023
- New holders
- 8
- 42 more added
- Sold out
- 19
- 46 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,404,004 | $46.8M | 0.00% | +361,108+3.6% | Added |
| Sit Investment Associates Inc | 8,254,184 | $37.1M | 1.02% | −1,492,146−15.3% | Reduced |
| UBS Group AG | 4,884,007 | $22.0M | 0.01% | −97,734−2.0% | Reduced |
| Bank of America Corp | 3,135,540 | $14.1M | 0.00% | −22,887−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,655,835 | $7.45M | 0.01% | +879,910+113.4% | Added |
| Wells Fargo & Company | 1,313,126 | $5.91M | 0.00% | −146,461−10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,143,628 | $5.15M | 0.43% | +59,780+5.5% | Added |
| Ameriprise Financial Inc | 1,005,462 | $4.52M | 0.00% | +59,738+6.3% | Added |
| Advisors Asset Management, Inc. | 892,598 | $4.02M | 0.09% | −233,710−20.8% | Reduced |
| Karpus Management, Inc. | 645,069 | $2.90M | 0.10% | −16,209−2.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 527,331 | $2.37M | 2.50% | +93,895+21.7% | Added |
| Clough Capital Partners L P | 424,282 | $1.91M | 0.20% | −86,100−16.9% | Reduced |
| Roumell Asset Management, LLC | 395,000 | $1.78M | 3.57% | 00.0% | Unchanged |
| LPL Financial LLC | 393,347 | $1.77M | 0.00% | +75,426+23.7% | Added |
| CNH Partners LLC | 348,939 | $1.57M | 0.07% | −23,360−6.3% | Reduced |
| WealthTrust Axiom LLC | 309,661 | $1.39M | 0.50% | −3,426−1.1% | Reduced |
| Royal Bank of Canada | 270,205 | $1.22M | 0.00% | −11,439−4.1% | Reduced |
| NWF Advisory Services Inc. | 264,646 | $1.19M | 0.28% | +34,500+15.0% | Added |
| Cetera Advisors LLC | 252,801 | $1.14M | 0.02% | +370.0% | Added |
| Roman Butler Fullerton & Co | 258,540 | $1.13M | 0.53% | +6,535+2.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 195,132 | $878.1K | 0.30% | +35,793+22.5% | Added |
| Shaker Financial Services, LLC | 193,400 | $870.3K | 0.41% | +193,400 | New |
| Standard Life Aberdeen plc | 193,046 | $868.7K | 0.00% | −428,154−68.9% | Reduced |
| Cooper Financial Group | 188,672 | $849.0K | 0.20% | −2,750−1.4% | Reduced |
| Samalin Investment Counsel, LLC | 182,087 | $819.4K | 0.47% | −21,840−10.7% | Reduced |
| Commonwealth Equity Services, LLC | 180,389 | $812.0K | 0.00% | −7,824−4.2% | Reduced |
| Rockefeller Capital Management L.P. | 177,497 | $798.7K | 0.00% | +26,458+17.5% | Added |
| Stephens Inc | 174,241 | $784.1K | 0.02% | −11,970−6.4% | Reduced |
| Baird Financial Group, Inc. | 160,934 | $724.2K | 0.00% | +15,563+10.7% | Added |
| Private Advisor Group, LLC | 151,235 | $680.6K | 0.01% | +19,691+15.0% | Added |
| Stifel Financial Corp | 149,405 | $672.3K | 0.00% | −23,530−13.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 143,548 | $646.0K | 0.00% | −6,137−4.1% | Reduced |
| Quarry LP | 140,900 | $634.0K | 0.41% | +8,300+6.3% | Added |
| 180 Wealth Advisors, LLC | 133,700 | $601.6K | 0.14% | +465+0.3% | Added |
| Yakira Capital Management, Inc. | 131,214 | $590.5K | 0.16% | −20,568−13.6% | Reduced |
| Raymond James & Associates | 130,688 | $588.1K | 0.00% | −7,821−5.6% | Reduced |
| Cetera Advisor Networks LLC | 130,516 | $587.3K | 0.00% | −4,209−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 112,194 | $505.0K | 0.00% | +5,366+5.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 109,039 | $490.7K | 0.14% | +15,236+16.2% | Added |
| Landscape Capital Management, L.L.C. | 104,945 | $472.3K | 0.06% | −154,266−59.5% | Reduced |
| Atomi Financial Group, Inc. | 104,413 | $469.9K | 0.16% | −125−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 102,211 | $459.9K | 0.04% | −7,380−6.7% | Reduced |
| Peapack Gladstone Financial Corp | 101,550 | $457.0K | 0.01% | −9,271−8.4% | Reduced |
| SFI Advisors, LLC | 100,399 | $451.8K | 0.44% | +7,469+8.0% | Added |
| Elequin Capital LP | 98,888 | $445.0K | 0.09% | +31,468+46.7% | Added |
| First Republic Investment Management, Inc. | 93,852 | $422.3K | 0.00% | +226+0.2% | Added |
| Mariner, LLC | 91,861 | $413.4K | 0.00% | +7,905+9.4% | Added |
| Stolper Co | 88,384 | $398.0K | 0.17% | −1,192−1.3% | Reduced |
| IHT Wealth Management, LLC | 76,483 | $344.2K | 0.02% | +45,965+150.6% | Added |
| Quattro Financial Advisors LLC | 75,188 | $338.3K | 0.15% | 00.0% | Unchanged |
| Comerica Bank | 71,990 | $324.0K | 0.00% | +71,990 | New |
| Janney Montgomery Scott LLC | 66,514 | $299.0K | 0.00% | −844−1.3% | Reduced |
| Merit Financial Group, LLC | 59,392 | $267.3K | 0.01% | −1,469−2.4% | Reduced |
| Two Sigma Securities, LLC | 57,414 | $258.4K | 0.01% | +57,414 | New |
| Moors & Cabot, Inc. | 55,503 | $249.8K | 0.02% | +1,693+3.1% | Added |
| The PNC Financial Services Group, Inc. | 55,457 | $249.6K | 0.00% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 54,946 | $247.3K | 0.12% | −417,672−88.4% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $247.0K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 53,050 | $239.0K | 0.03% | −3,466−6.1% | Reduced |
| Clear Creek Financial Management, LLC | 53,100 | $238.9K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 51,893 | $233.5K | 0.00% | +18,929+57.4% | Added |
| Dynamic Advisor Solutions LLC | 50,817 | $228.7K | 0.01% | +11,150+28.1% | Added |
| HighTower Advisors, LLC | 47,771 | $214.0K | 0.00% | +271+0.6% | Added |
| Park Avenue Securities LLC | 46,757 | $210.0K | 0.00% | +3,645+8.5% | Added |
| EP Wealth Advisors, LLC | 40,749 | $183.4K | 0.00% | +24,714+154.1% | Added |
| Future Financial Wealth Managment LLC | 39,844 | $179.3K | 0.20% | +1,903+5.0% | Added |
| Global Retirement Partners, LLC | 40,513 | $173.4K | 0.01% | +670+1.7% | Added |
| Wolverine Asset Management LLC | 36,503 | $164.3K | 0.00% | −193,015−84.1% | Reduced |
| Guggenheim Capital LLC | 35,302 | $158.9K | 0.00% | −9,298−20.8% | Reduced |
| JPMorgan Chase & Co | 34,808 | $156.6K | 0.00% | −3,272−8.6% | Reduced |
| Advisor Partners II, LLC | 33,743 | $151.8K | 0.01% | +33,743 | New |
| Axxcess Wealth Management, LLC | 30,495 | $137.2K | 0.00% | +187+0.6% | Added |
| We Are One Seven, LLC | 28,959 | $130.3K | 0.01% | +3,226+12.5% | Added |
| Beacon Pointe Advisors, LLC | 28,362 | $127.6K | 0.00% | +100+0.4% | Added |
| CSS LLC | 27,266 | $122.7K | 0.01% | −10,310−27.4% | Reduced |
| Burney Co | 26,223 | $118.0K | 0.01% | −8,909−25.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,266 | $113.7K | 0.02% | +2,396+10.5% | Added |
| Centaurus Financial, Inc. | 22,502 | $101.0K | 0.01% | −24,319−51.9% | Reduced |
| Atria Wealth Solutions, Inc. | 21,192 | $95.4K | 0.00% | +21,192 | New |
| GWM Advisors LLC | 20,918 | $94.1K | 0.00% | −14,898−41.6% | Reduced |
| National Asset Management, Inc. | 20,188 | $90.8K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 19,019 | $85.6K | 0.01% | +19,019 | New |
| Atticus Wealth Management, LLC | 18,866 | $84.9K | 0.03% | +357+1.9% | Added |
| Spire Wealth Management | 18,575 | $83.6K | 0.00% | +90.0% | Added |
| Steward Partners Investment Advisory, LLC | 18,254 | $82.1K | 0.00% | +1,880+11.5% | Added |
| Meridian Investment Counsel Inc. | 17,000 | $76.5K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,723 | $75.3K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,713 | $75.2K | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 16,253 | $73.1K | 0.00% | −2,362−12.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $72.0K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 14,831 | $66.7K | 0.02% | +1,829+14.1% | Added |
| Nations Financial Group Inc, | 14,705 | $66.2K | 0.01% | −2,790−15.9% | Reduced |
| Lakeview Capital Partners, LLC | 14,513 | $65.3K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $65.0K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 14,415 | $64.9K | 0.01% | +3,842+36.3% | Added |
| Good Life Advisors, LLC | 14,241 | $64.1K | 0.01% | −10.0% | Reduced |
| Mercer Global Advisors Inc | 14,287 | $64.0K | 0.00% | −2,722−16.0% | Reduced |
| Sigma Planning Corp | 14,060 | $63.3K | 0.00% | +278+2.0% | Added |
| Coldstream Capital Management Inc | 12,981 | $58.4K | 0.00% | +1,249+10.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,964 | $58.3K | 0.00% | +12,964 | New |