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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 180,145 | $978.2K | 0.00% | +19,211+11.9% | Added |
| Private Advisor Group, LLC | 182,501 | $991.0K | 0.01% | +31,266+20.7% | Added |
| Rockefeller Capital Management L.P. | 190,400 | $1.03M | 0.00% | +12,903+7.3% | Added |
| Cooper Financial Group | 192,308 | $1.04M | 0.19% | +3,636+1.9% | Added |
| Standard Life Aberdeen plc | 193,046 | $1.05M | 0.00% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 208,028 | $1.13M | 0.35% | +12,896+6.6% | Added |
| Quantedge Capital Pte Ltd | 221,400 | $1.20M | 0.59% | +221,400 | New |
| Flow State Investments, L.P. | 239,243 | $1.30M | 0.44% | +239,243 | New |
| Boothbay Fund Management, LLC | 250,000 | $1.36M | 0.05% | +250,000 | New |
| Roman Butler Fullerton & Co | 257,936 | $1.37M | 0.53% | −604−0.2% | Reduced |
| Cetera Advisors LLC | 254,293 | $1.38M | 0.02% | +1,492+0.6% | Added |
| NWF Advisory Services Inc. | 263,746 | $1.43M | 0.29% | −900−0.3% | Reduced |
| Investment Partners Asset Management, Inc. | 279,679 | $1.52M | 1.51% | +279,679 | New |
| Royal Bank of Canada | 288,352 | $1.57M | 0.00% | +18,147+6.7% | Added |
| WealthTrust Axiom LLC | 303,259 | $1.65M | 0.55% | −6,402−2.1% | Reduced |
| Clough Capital Partners L P | 364,587 | $1.98M | 0.22% | −59,695−14.1% | Reduced |
| Roumell Asset Management, LLC | 395,000 | $2.14M | 4.61% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 406,544 | $2.21M | 0.03% | +370,041+1,013.7% | Added |
| LPL Financial LLC | 430,667 | $2.34M | 0.00% | +37,320+9.5% | Added |
| CNH Partners LLC | 512,787 | $2.78M | 0.11% | +163,848+47.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 527,129 | $2.86M | 2.73% | −2020.0% | Reduced |
| Advisors Asset Management, Inc. | 699,857 | $3.80M | 0.08% | −192,741−21.6% | Reduced |
| Advisor Group Holdings, Inc. | 843,855 | $4.58M | 0.01% | −811,980−49.0% | Reduced |
| Landscape Capital Management, L.L.C. | 850,438 | $4.62M | 0.41% | +745,493+710.4% | Added |
| City of London Investment Management Co Ltd | 867,281 | $4.71M | 0.38% | +867,281 | New |
| Ameriprise Financial Inc | 863,072 | $4.78M | 0.00% | −142,390−14.2% | Reduced |
| Saba Capital Management, L.P. | 950,873 | $5.16M | 0.13% | +950,873 | New |
| Flagship Harbor Advisors, LLC | 1,307,785 | $7.10M | 0.52% | +164,157+14.4% | Added |
| Wells Fargo & Company | 1,425,885 | $7.74M | 0.00% | +112,759+8.6% | Added |
| Bank of America Corp | 2,434,315 | $13.2M | 0.00% | −701,225−22.4% | Reduced |
| Sit Investment Associates Inc | 4,218,048 | $22.9M | 0.56% | −4,036,136−48.9% | Reduced |
| UBS Group AG | 4,668,688 | $25.4M | 0.01% | −215,319−4.4% | Reduced |
| Morgan Stanley | 10,754,074 | $58.4M | 0.01% | +350,070+3.4% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −645,069−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −193,400−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −109,039−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −98,888−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −57,414−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −54,946−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −35,302−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −28,362−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −16,253−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −14,415−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −14,060−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −12,964−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −12,108−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |