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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 188,672 | $849.0K | 0.20% | −2,750−1.4% | Reduced |
| Standard Life Aberdeen plc | 193,046 | $868.7K | 0.00% | −428,154−68.9% | Reduced |
| Shaker Financial Services, LLC | 193,400 | $870.3K | 0.41% | +193,400 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 195,132 | $878.1K | 0.30% | +35,793+22.5% | Added |
| Roman Butler Fullerton & Co | 258,540 | $1.13M | 0.53% | +6,535+2.6% | Added |
| Cetera Advisors LLC | 252,801 | $1.14M | 0.02% | +370.0% | Added |
| NWF Advisory Services Inc. | 264,646 | $1.19M | 0.28% | +34,500+15.0% | Added |
| Royal Bank of Canada | 270,205 | $1.22M | 0.00% | −11,439−4.1% | Reduced |
| WealthTrust Axiom LLC | 309,661 | $1.39M | 0.50% | −3,426−1.1% | Reduced |
| CNH Partners LLC | 348,939 | $1.57M | 0.07% | −23,360−6.3% | Reduced |
| LPL Financial LLC | 393,347 | $1.77M | 0.00% | +75,426+23.7% | Added |
| Roumell Asset Management, LLC | 395,000 | $1.78M | 3.57% | 00.0% | Unchanged |
| Clough Capital Partners L P | 424,282 | $1.91M | 0.20% | −86,100−16.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 527,331 | $2.37M | 2.50% | +93,895+21.7% | Added |
| Karpus Management, Inc. | 645,069 | $2.90M | 0.10% | −16,209−2.5% | Reduced |
| Advisors Asset Management, Inc. | 892,598 | $4.02M | 0.09% | −233,710−20.8% | Reduced |
| Ameriprise Financial Inc | 1,005,462 | $4.52M | 0.00% | +59,738+6.3% | Added |
| Flagship Harbor Advisors, LLC | 1,143,628 | $5.15M | 0.43% | +59,780+5.5% | Added |
| Wells Fargo & Company | 1,313,126 | $5.91M | 0.00% | −146,461−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,655,835 | $7.45M | 0.01% | +879,910+113.4% | Added |
| Bank of America Corp | 3,135,540 | $14.1M | 0.00% | −22,887−0.7% | Reduced |
| UBS Group AG | 4,884,007 | $22.0M | 0.01% | −97,734−2.0% | Reduced |
| Sit Investment Associates Inc | 8,254,184 | $37.1M | 1.02% | −1,492,146−15.3% | Reduced |
| Morgan Stanley | 10,404,004 | $46.8M | 0.00% | +361,108+3.6% | Added |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −115,238−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −87,849−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −45,800−100.0% | Sold out |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −32,850−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −20,469−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,553−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −15,550−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,513−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −12,471−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −12,214−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −11,085−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,639−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,554−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −9,282−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |