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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $9 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 135 | $608 | 0.00% | −126−48.3% | Reduced |
| Addison Advisors LLC | 185 | $833 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 340 | $1.53K | 0.00% | −2,660−88.7% | Reduced |
| AdvisorNet Financial, Inc | 443 | $1.99K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 575 | $2.59K | 0.00% | +575 | New |
| PSI Advisors, LLC | 600 | $2.70K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 665 | $2.99K | 0.00% | +650+4,333.3% | Added |
| Private Trust Co NA | 1,000 | $4.50K | 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 |
| Capital Analysts, LLC | 1,420 | $6.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $6.46K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,600 | $7.20K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $11.3K | 0.00% | – | – |
| Blume Capital Management, Inc. | 3,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,314 | $15.0K | 0.00% | −398−10.7% | Reduced |
| Coppell Advisory Solutions LLC | 2,922 | $16.7K | 0.01% | −409−12.3% | Reduced |
| Umb Bank N A | 4,100 | $18.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,108 | $54.5K | 0.00% | −36,743−75.2% | Reduced |
| Fiduciary Group LLC | 12,180 | $54.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,447 | $56.0K | 0.00% | −3,400−21.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,964 | $58.3K | 0.00% | +12,964 | New |
| Coldstream Capital Management Inc | 12,981 | $58.4K | 0.00% | +1,249+10.6% | Added |
| Sigma Planning Corp | 14,060 | $63.3K | 0.00% | +278+2.0% | Added |
| Mercer Global Advisors Inc | 14,287 | $64.0K | 0.00% | −2,722−16.0% | Reduced |
| Good Life Advisors, LLC | 14,241 | $64.1K | 0.01% | −10.0% | Reduced |
| Kovack Advisors, Inc. | 14,415 | $64.9K | 0.01% | +3,842+36.3% | Added |
| Holistic Financial Partners | 14,440 | $65.0K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 14,513 | $65.3K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,705 | $66.2K | 0.01% | −2,790−15.9% | Reduced |
| Occidental Asset Management, LLC | 14,831 | $66.7K | 0.02% | +1,829+14.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $72.0K | 0.08% | 00.0% | Unchanged |
| DF Dent & Co Inc | 16,253 | $73.1K | 0.00% | −2,362−12.7% | Reduced |
| Capital Investment Advisors, LLC | 16,713 | $75.2K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,723 | $75.3K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 17,000 | $76.5K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,254 | $82.1K | 0.00% | +1,880+11.5% | Added |
| Spire Wealth Management | 18,575 | $83.6K | 0.00% | +90.0% | Added |
| Atticus Wealth Management, LLC | 18,866 | $84.9K | 0.03% | +357+1.9% | Added |
| Arete Wealth Advisors, LLC | 19,019 | $85.6K | 0.01% | +19,019 | New |
| National Asset Management, Inc. | 20,188 | $90.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,918 | $94.1K | 0.00% | −14,898−41.6% | Reduced |
| Atria Wealth Solutions, Inc. | 21,192 | $95.4K | 0.00% | +21,192 | New |
| Centaurus Financial, Inc. | 22,502 | $101.0K | 0.01% | −24,319−51.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,266 | $113.7K | 0.02% | +2,396+10.5% | Added |
| Burney Co | 26,223 | $118.0K | 0.01% | −8,909−25.4% | Reduced |
| CSS LLC | 27,266 | $122.7K | 0.01% | −10,310−27.4% | Reduced |
| Beacon Pointe Advisors, LLC | 28,362 | $127.6K | 0.00% | +100+0.4% | Added |
| We Are One Seven, LLC | 28,959 | $130.3K | 0.01% | +3,226+12.5% | Added |
| Axxcess Wealth Management, LLC | 30,495 | $137.2K | 0.00% | +187+0.6% | Added |
| Advisor Partners II, LLC | 33,743 | $151.8K | 0.01% | +33,743 | New |
| JPMorgan Chase & Co | 34,808 | $156.6K | 0.00% | −3,272−8.6% | Reduced |
| Guggenheim Capital LLC | 35,302 | $158.9K | 0.00% | −9,298−20.8% | Reduced |
| Wolverine Asset Management LLC | 36,503 | $164.3K | 0.00% | −193,015−84.1% | Reduced |
| Global Retirement Partners, LLC | 40,513 | $173.4K | 0.01% | +670+1.7% | Added |
| Future Financial Wealth Managment LLC | 39,844 | $179.3K | 0.20% | +1,903+5.0% | Added |
| EP Wealth Advisors, LLC | 40,749 | $183.4K | 0.00% | +24,714+154.1% | Added |
| Park Avenue Securities LLC | 46,757 | $210.0K | 0.00% | +3,645+8.5% | Added |
| HighTower Advisors, LLC | 47,771 | $214.0K | 0.00% | +271+0.6% | Added |
| Dynamic Advisor Solutions LLC | 50,817 | $228.7K | 0.01% | +11,150+28.1% | Added |
| Ieq Capital, LLC | 51,893 | $233.5K | 0.00% | +18,929+57.4% | Added |
| Clear Creek Financial Management, LLC | 53,100 | $238.9K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 53,050 | $239.0K | 0.03% | −3,466−6.1% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $247.0K | 0.05% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 54,946 | $247.3K | 0.12% | −417,672−88.4% | Reduced |
| The PNC Financial Services Group, Inc. | 55,457 | $249.6K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 55,503 | $249.8K | 0.02% | +1,693+3.1% | Added |
| Two Sigma Securities, LLC | 57,414 | $258.4K | 0.01% | +57,414 | New |
| Merit Financial Group, LLC | 59,392 | $267.3K | 0.01% | −1,469−2.4% | Reduced |
| Janney Montgomery Scott LLC | 66,514 | $299.0K | 0.00% | −844−1.3% | Reduced |
| Comerica Bank | 71,990 | $324.0K | 0.00% | +71,990 | New |
| Quattro Financial Advisors LLC | 75,188 | $338.3K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 76,483 | $344.2K | 0.02% | +45,965+150.6% | Added |
| Stolper Co | 88,384 | $398.0K | 0.17% | −1,192−1.3% | Reduced |
| Mariner, LLC | 91,861 | $413.4K | 0.00% | +7,905+9.4% | Added |
| First Republic Investment Management, Inc. | 93,852 | $422.3K | 0.00% | +226+0.2% | Added |
| Elequin Capital LP | 98,888 | $445.0K | 0.09% | +31,468+46.7% | Added |
| SFI Advisors, LLC | 100,399 | $451.8K | 0.44% | +7,469+8.0% | Added |
| Peapack Gladstone Financial Corp | 101,550 | $457.0K | 0.01% | −9,271−8.4% | Reduced |
| Transcend Wealth Collective, LLC | 102,211 | $459.9K | 0.04% | −7,380−6.7% | Reduced |
| Atomi Financial Group, Inc. | 104,413 | $469.9K | 0.16% | −125−0.1% | Reduced |
| Landscape Capital Management, L.L.C. | 104,945 | $472.3K | 0.06% | −154,266−59.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 109,039 | $490.7K | 0.14% | +15,236+16.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 112,194 | $505.0K | 0.00% | +5,366+5.0% | Added |
| Cetera Advisor Networks LLC | 130,516 | $587.3K | 0.00% | −4,209−3.1% | Reduced |
| Raymond James & Associates | 130,688 | $588.1K | 0.00% | −7,821−5.6% | Reduced |
| Yakira Capital Management, Inc. | 131,214 | $590.5K | 0.16% | −20,568−13.6% | Reduced |
| 180 Wealth Advisors, LLC | 133,700 | $601.6K | 0.14% | +465+0.3% | Added |
| Quarry LP | 140,900 | $634.0K | 0.41% | +8,300+6.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 143,548 | $646.0K | 0.00% | −6,137−4.1% | Reduced |
| Stifel Financial Corp | 149,405 | $672.3K | 0.00% | −23,530−13.6% | Reduced |
| Private Advisor Group, LLC | 151,235 | $680.6K | 0.01% | +19,691+15.0% | Added |
| Baird Financial Group, Inc. | 160,934 | $724.2K | 0.00% | +15,563+10.7% | Added |
| Stephens Inc | 174,241 | $784.1K | 0.02% | −11,970−6.4% | Reduced |
| Rockefeller Capital Management L.P. | 177,497 | $798.7K | 0.00% | +26,458+17.5% | Added |
| Commonwealth Equity Services, LLC | 180,389 | $812.0K | 0.00% | −7,824−4.2% | Reduced |
| Samalin Investment Counsel, LLC | 182,087 | $819.4K | 0.47% | −21,840−10.7% | Reduced |