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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 47 | $255 | 0.00% | +47 | New |
| SOA Wealth Advisors, LLC. | 141 | $764 | 0.00% | +6+4.4% | Added |
| Addison Advisors LLC | 185 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 443 | $2.40K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 600 | $3.26K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 770 | $4.18K | 0.00% | +770 | New |
| 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 |
| Private Trust Co NA | 1,000 | $5.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $7.14K | 0.00% | +650+97.7% | Added |
| Caldwell Sutter Capital, Inc. | 1,436 | $7.80K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,600 | $8.69K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,314 | $18.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,380 | $18.4K | 0.00% | +458+15.7% | Added |
| Umb Bank N A | 4,100 | $22.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,700 | $31.0K | 0.01% | +5,700 | New |
| Advisory Services Network, LLC | 6,013 | $32.6K | 0.00% | +6,013 | New |
| Atria Wealth Solutions, Inc. | 10,091 | $54.8K | 0.00% | −11,101−52.4% | Reduced |
| Leo Wealth, LLC | 11,412 | $62.0K | 0.01% | +11,412 | New |
| D.A. Davidson & Co. | 11,745 | $63.8K | 0.00% | +11,745 | New |
| Fiduciary Group LLC | 12,180 | $66.1K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 12,300 | $66.8K | 0.01% | +12,300 | New |
| United Capital Financial Advisers, LLC | 12,447 | $67.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 12,481 | $67.8K | 0.07% | +12,481 | New |
| Centaurus Financial, Inc. | 12,444 | $68.0K | 0.01% | −10,058−44.7% | Reduced |
| Susquehanna International Group, LLP | 12,847 | $69.8K | 0.00% | +12,847 | New |
| J.W. Cole Advisors, Inc. | 13,524 | $73.4K | 0.00% | +13,524 | New |
| Good Life Advisors, LLC | 14,241 | $77.3K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $78.4K | 0.05% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 14,500 | $78.7K | 0.05% | +14,500 | New |
| Lakeview Capital Partners, LLC | 14,513 | $78.8K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 15,185 | $82.5K | 0.02% | +354+2.4% | Added |
| Alterna Wealth Management, Inc | 15,200 | $82.5K | 0.10% | +15,200 | New |
| Coldstream Capital Management Inc | 15,282 | $83.0K | 0.00% | +2,301+17.7% | Added |
| National Asset Management, Inc. | 15,644 | $84.9K | 0.00% | −4,544−22.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 16,000 | $86.0K | 0.08% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 16,000 | $86.9K | 0.03% | −1,000−5.9% | Reduced |
| Nations Financial Group Inc, | 16,124 | $87.6K | 0.01% | +1,419+9.6% | Added |
| Davenport & Co LLC | 16,542 | $89.8K | 0.00% | −181−1.1% | Reduced |
| Capital Investment Advisors, LLC | 16,713 | $90.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,798 | $91.2K | 0.00% | −1,456−8.0% | Reduced |
| Spire Wealth Management | 18,252 | $95.3K | 0.00% | −323−1.7% | Reduced |
| Cornerstone Advisors, LLC | 17,804 | $96.7K | 0.00% | +17,804 | New |
| Walleye Capital LLC | 18,294 | $99.3K | 0.00% | +18,294 | New |
| GWM Advisors LLC | 18,474 | $100.3K | 0.00% | −2,444−11.7% | Reduced |
| Atticus Wealth Management, LLC | 19,151 | $104.0K | 0.04% | +285+1.5% | Added |
| Mercer Global Advisors Inc | 21,086 | $114.0K | 0.00% | +6,799+47.6% | Added |
| Arete Wealth Advisors, LLC | 21,091 | $114.5K | 0.01% | +2,072+10.9% | Added |
| Nomura Holdings Inc | 22,500 | $122.2K | 0.00% | +22,500 | New |
| Ieq Capital, LLC | 24,077 | $130.7K | 0.00% | −27,816−53.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 24,770 | $134.5K | 0.02% | −496−2.0% | Reduced |
| We Are One Seven, LLC | 25,529 | $138.6K | 0.01% | −3,430−11.8% | Reduced |
| CSS LLC | 27,109 | $147.2K | 0.01% | −157−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 28,726 | $156.0K | 0.00% | −1,769−5.8% | Reduced |
| Burney Co | 29,252 | $158.8K | 0.01% | +3,029+11.6% | Added |
| Alliancebernstein L.P. | 30,000 | $162.9K | 0.00% | +30,000 | New |
| Logan Stone Capital, LLC | 30,245 | $164.2K | 0.03% | +30,245 | New |
| CTC Alternative Strategies, Ltd. | 32,588 | $177.0K | 0.37% | +32,588 | New |
| EP Wealth Advisors, LLC | 35,249 | $191.4K | 0.00% | −5,500−13.5% | Reduced |
| ICA Group Wealth Management, LLC | 35,728 | $194.0K | 0.04% | +35,728 | New |
| US Bancorp | 36,000 | $195.5K | 0.00% | +36,000 | New |
| The PNC Financial Services Group, Inc. | 36,482 | $198.1K | 0.00% | −18,975−34.2% | Reduced |
| Park Avenue Securities LLC | 39,819 | $216.0K | 0.00% | −6,938−14.8% | Reduced |
| Global Retirement Partners, LLC | 40,513 | $217.6K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 40,210 | $218.3K | 0.22% | +366+0.9% | Added |
| HighTower Advisors, LLC | 44,071 | $240.0K | 0.00% | −3,700−7.7% | Reduced |
| Clear Creek Financial Management, LLC | 49,000 | $266.1K | 0.04% | −4,100−7.7% | Reduced |
| Wintrust Investments LLC | 50,067 | $272.0K | 0.03% | −2,983−5.6% | Reduced |
| Merit Financial Group, LLC | 50,213 | $272.7K | 0.01% | −9,179−15.5% | Reduced |
| SFI Advisors, LLC | 52,252 | $283.7K | 0.24% | −48,147−48.0% | Reduced |
| Janney Montgomery Scott LLC | 52,210 | $284.0K | 0.00% | −14,304−21.5% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $298.0K | 0.06% | 00.0% | Unchanged |
| Weiss Asset Management LP | 55,580 | $301.8K | 0.02% | +55,580 | New |
| Moors & Cabot, Inc. | 66,297 | $360.0K | 0.02% | +10,794+19.4% | Added |
| Comerica Bank | 66,699 | $362.2K | 0.00% | −5,291−7.3% | Reduced |
| Vima LLC | 74,613 | $405.1K | 0.94% | +74,613 | New |
| Transcend Wealth Collective, LLC | 74,792 | $406.1K | 0.04% | −27,419−26.8% | Reduced |
| Quattro Financial Advisors LLC | 5 | $408.3K | 0.15% | −75,183−100.0% | Reduced |
| IHT Wealth Management, LLC | 76,227 | $413.9K | 0.02% | −256−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 77,464 | $416.8K | 0.02% | +26,647+52.4% | Added |
| Peapack Gladstone Financial Corp | 82,748 | $449.0K | 0.01% | −18,802−18.5% | Reduced |
| Mariner, LLC | 90,523 | $491.5K | 0.00% | −1,338−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 92,743 | $503.6K | 0.00% | −50,805−35.4% | Reduced |
| Stolper Co | 93,248 | $506.0K | 0.20% | +4,864+5.5% | Added |
| Atomi Financial Group, Inc. | 95,465 | $518.4K | 0.07% | −8,948−8.6% | Reduced |
| Stephens Inc | 96,445 | $523.7K | 0.01% | −77,796−44.6% | Reduced |
| Raymond James & Associates | 103,736 | $563.3K | 0.00% | −26,952−20.6% | Reduced |
| Cetera Advisor Networks LLC | 103,918 | $564.3K | 0.00% | −26,598−20.4% | Reduced |
| Pathstone Holdings, LLC | 115,873 | $629.2K | 0.00% | +115,873 | New |
| Cambridge Investment Research Advisors, Inc. | 119,870 | $651.0K | 0.00% | +7,676+6.8% | Added |
| Yakira Capital Management, Inc. | 131,214 | $712.5K | 0.23% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 132,457 | $724.5K | 0.14% | −1,243−0.9% | Reduced |
| Samalin Investment Counsel, LLC | 139,665 | $758.4K | 0.38% | −42,422−23.3% | Reduced |
| JPMorgan Chase & Co | 141,975 | $770.9K | 0.00% | +107,167+307.9% | Added |
| Quarry LP | 145,805 | $791.7K | 0.40% | +4,905+3.5% | Added |
| Stifel Financial Corp | 148,021 | $803.8K | 0.00% | −1,384−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 150,688 | $818.0K | 0.00% | −29,701−16.5% | Reduced |