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, Q4 2023
Institutional positions in Cbre Global Real Estate Income Fund as of Dec 31, 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
- 133
- +11 vs. Q3 2023
- Shares held
- 39.9M
- −2.43M (−5.7%) vs. Q3 2023
- Total value
- $217.1M
- +$26.7M (+14.0%) vs. Q3 2023
- New holders
- 29
- 31 more added
- Sold out
- 18
- 48 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,754,074 | $58.4M | 0.01% | +350,070+3.4% | Added |
| UBS Group AG | 4,668,688 | $25.4M | 0.01% | −215,319−4.4% | Reduced |
| Sit Investment Associates Inc | 4,218,048 | $22.9M | 0.56% | −4,036,136−48.9% | Reduced |
| Bank of America Corp | 2,434,315 | $13.2M | 0.00% | −701,225−22.4% | Reduced |
| Wells Fargo & Company | 1,425,885 | $7.74M | 0.00% | +112,759+8.6% | Added |
| Flagship Harbor Advisors, LLC | 1,307,785 | $7.10M | 0.52% | +164,157+14.4% | Added |
| Saba Capital Management, L.P. | 950,873 | $5.16M | 0.13% | +950,873 | New |
| Ameriprise Financial Inc | 863,072 | $4.78M | 0.00% | −142,390−14.2% | Reduced |
| City of London Investment Management Co Ltd | 867,281 | $4.71M | 0.38% | +867,281 | New |
| Landscape Capital Management, L.L.C. | 850,438 | $4.62M | 0.41% | +745,493+710.4% | Added |
| Advisor Group Holdings, Inc. | 843,855 | $4.58M | 0.01% | −811,980−49.0% | Reduced |
| Advisors Asset Management, Inc. | 699,857 | $3.80M | 0.08% | −192,741−21.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 527,129 | $2.86M | 2.73% | −2020.0% | Reduced |
| CNH Partners LLC | 512,787 | $2.78M | 0.11% | +163,848+47.0% | Added |
| LPL Financial LLC | 430,667 | $2.34M | 0.00% | +37,320+9.5% | Added |
| Wolverine Asset Management LLC | 406,544 | $2.21M | 0.03% | +370,041+1,013.7% | Added |
| Roumell Asset Management, LLC | 395,000 | $2.14M | 4.61% | 00.0% | Unchanged |
| Clough Capital Partners L P | 364,587 | $1.98M | 0.22% | −59,695−14.1% | Reduced |
| WealthTrust Axiom LLC | 303,259 | $1.65M | 0.55% | −6,402−2.1% | Reduced |
| Royal Bank of Canada | 288,352 | $1.57M | 0.00% | +18,147+6.7% | Added |
| Investment Partners Asset Management, Inc. | 279,679 | $1.52M | 1.51% | +279,679 | New |
| NWF Advisory Services Inc. | 263,746 | $1.43M | 0.29% | −900−0.3% | Reduced |
| Cetera Advisors LLC | 254,293 | $1.38M | 0.02% | +1,492+0.6% | Added |
| Roman Butler Fullerton & Co | 257,936 | $1.37M | 0.53% | −604−0.2% | Reduced |
| Boothbay Fund Management, LLC | 250,000 | $1.36M | 0.05% | +250,000 | New |
| Flow State Investments, L.P. | 239,243 | $1.30M | 0.44% | +239,243 | New |
| Quantedge Capital Pte Ltd | 221,400 | $1.20M | 0.59% | +221,400 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 208,028 | $1.13M | 0.35% | +12,896+6.6% | Added |
| Standard Life Aberdeen plc | 193,046 | $1.05M | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 192,308 | $1.04M | 0.19% | +3,636+1.9% | Added |
| Rockefeller Capital Management L.P. | 190,400 | $1.03M | 0.00% | +12,903+7.3% | Added |
| Private Advisor Group, LLC | 182,501 | $991.0K | 0.01% | +31,266+20.7% | Added |
| Baird Financial Group, Inc. | 180,145 | $978.2K | 0.00% | +19,211+11.9% | Added |
| Commonwealth Equity Services, LLC | 150,688 | $818.0K | 0.00% | −29,701−16.5% | Reduced |
| Stifel Financial Corp | 148,021 | $803.8K | 0.00% | −1,384−0.9% | Reduced |
| Quarry LP | 145,805 | $791.7K | 0.40% | +4,905+3.5% | Added |
| JPMorgan Chase & Co | 141,975 | $770.9K | 0.00% | +107,167+307.9% | Added |
| Samalin Investment Counsel, LLC | 139,665 | $758.4K | 0.38% | −42,422−23.3% | Reduced |
| 180 Wealth Advisors, LLC | 132,457 | $724.5K | 0.14% | −1,243−0.9% | Reduced |
| Yakira Capital Management, Inc. | 131,214 | $712.5K | 0.23% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 119,870 | $651.0K | 0.00% | +7,676+6.8% | Added |
| Pathstone Holdings, LLC | 115,873 | $629.2K | 0.00% | +115,873 | New |
| Cetera Advisor Networks LLC | 103,918 | $564.3K | 0.00% | −26,598−20.4% | Reduced |
| Raymond James & Associates | 103,736 | $563.3K | 0.00% | −26,952−20.6% | Reduced |
| Stephens Inc | 96,445 | $523.7K | 0.01% | −77,796−44.6% | Reduced |
| Atomi Financial Group, Inc. | 95,465 | $518.4K | 0.07% | −8,948−8.6% | Reduced |
| Stolper Co | 93,248 | $506.0K | 0.20% | +4,864+5.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 92,743 | $503.6K | 0.00% | −50,805−35.4% | Reduced |
| Mariner, LLC | 90,523 | $491.5K | 0.00% | −1,338−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 82,748 | $449.0K | 0.01% | −18,802−18.5% | Reduced |
| Dynamic Advisor Solutions LLC | 77,464 | $416.8K | 0.02% | +26,647+52.4% | Added |
| IHT Wealth Management, LLC | 76,227 | $413.9K | 0.02% | −256−0.3% | Reduced |
| Quattro Financial Advisors LLC | 5 | $408.3K | 0.15% | −75,183−100.0% | Reduced |
| Transcend Wealth Collective, LLC | 74,792 | $406.1K | 0.04% | −27,419−26.8% | Reduced |
| Vima LLC | 74,613 | $405.1K | 0.94% | +74,613 | New |
| Comerica Bank | 66,699 | $362.2K | 0.00% | −5,291−7.3% | Reduced |
| Moors & Cabot, Inc. | 66,297 | $360.0K | 0.02% | +10,794+19.4% | Added |
| Weiss Asset Management LP | 55,580 | $301.8K | 0.02% | +55,580 | New |
| Live Oak Private Wealth LLC | 54,884 | $298.0K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 52,210 | $284.0K | 0.00% | −14,304−21.5% | Reduced |
| SFI Advisors, LLC | 52,252 | $283.7K | 0.24% | −48,147−48.0% | Reduced |
| Merit Financial Group, LLC | 50,213 | $272.7K | 0.01% | −9,179−15.5% | Reduced |
| Wintrust Investments LLC | 50,067 | $272.0K | 0.03% | −2,983−5.6% | Reduced |
| Clear Creek Financial Management, LLC | 49,000 | $266.1K | 0.04% | −4,100−7.7% | Reduced |
| HighTower Advisors, LLC | 44,071 | $240.0K | 0.00% | −3,700−7.7% | Reduced |
| Future Financial Wealth Managment LLC | 40,210 | $218.3K | 0.22% | +366+0.9% | Added |
| Global Retirement Partners, LLC | 40,513 | $217.6K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 39,819 | $216.0K | 0.00% | −6,938−14.8% | Reduced |
| The PNC Financial Services Group, Inc. | 36,482 | $198.1K | 0.00% | −18,975−34.2% | Reduced |
| US Bancorp | 36,000 | $195.5K | 0.00% | +36,000 | New |
| ICA Group Wealth Management, LLC | 35,728 | $194.0K | 0.04% | +35,728 | New |
| EP Wealth Advisors, LLC | 35,249 | $191.4K | 0.00% | −5,500−13.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 32,588 | $177.0K | 0.37% | +32,588 | New |
| Logan Stone Capital, LLC | 30,245 | $164.2K | 0.03% | +30,245 | New |
| Alliancebernstein L.P. | 30,000 | $162.9K | 0.00% | +30,000 | New |
| Burney Co | 29,252 | $158.8K | 0.01% | +3,029+11.6% | Added |
| Axxcess Wealth Management, LLC | 28,726 | $156.0K | 0.00% | −1,769−5.8% | Reduced |
| CSS LLC | 27,109 | $147.2K | 0.01% | −157−0.6% | Reduced |
| We Are One Seven, LLC | 25,529 | $138.6K | 0.01% | −3,430−11.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 24,770 | $134.5K | 0.02% | −496−2.0% | Reduced |
| Ieq Capital, LLC | 24,077 | $130.7K | 0.00% | −27,816−53.6% | Reduced |
| Nomura Holdings Inc | 22,500 | $122.2K | 0.00% | +22,500 | New |
| Arete Wealth Advisors, LLC | 21,091 | $114.5K | 0.01% | +2,072+10.9% | Added |
| Mercer Global Advisors Inc | 21,086 | $114.0K | 0.00% | +6,799+47.6% | Added |
| Atticus Wealth Management, LLC | 19,151 | $104.0K | 0.04% | +285+1.5% | Added |
| GWM Advisors LLC | 18,474 | $100.3K | 0.00% | −2,444−11.7% | Reduced |
| Walleye Capital LLC | 18,294 | $99.3K | 0.00% | +18,294 | New |
| Cornerstone Advisors, LLC | 17,804 | $96.7K | 0.00% | +17,804 | New |
| Spire Wealth Management | 18,252 | $95.3K | 0.00% | −323−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,798 | $91.2K | 0.00% | −1,456−8.0% | Reduced |
| Capital Investment Advisors, LLC | 16,713 | $90.8K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,542 | $89.8K | 0.00% | −181−1.1% | Reduced |
| Nations Financial Group Inc, | 16,124 | $87.6K | 0.01% | +1,419+9.6% | Added |
| Meridian Investment Counsel Inc. | 16,000 | $86.9K | 0.03% | −1,000−5.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $86.0K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,644 | $84.9K | 0.00% | −4,544−22.5% | Reduced |
| Coldstream Capital Management Inc | 15,282 | $83.0K | 0.00% | +2,301+17.7% | Added |
| Alterna Wealth Management, Inc | 15,200 | $82.5K | 0.10% | +15,200 | New |
| Occidental Asset Management, LLC | 15,185 | $82.5K | 0.02% | +354+2.4% | Added |
| Lakeview Capital Partners, LLC | 14,513 | $78.8K | 0.01% | 00.0% | Unchanged |