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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 14,500 | $78.7K | 0.05% | +14,500 | New |
| Holistic Financial Partners | 14,440 | $78.4K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,241 | $77.3K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,524 | $73.4K | 0.00% | +13,524 | New |
| Susquehanna International Group, LLP | 12,847 | $69.8K | 0.00% | +12,847 | New |
| Centaurus Financial, Inc. | 12,444 | $68.0K | 0.01% | −10,058−44.7% | Reduced |
| Heritage Wealth Management, Inc. | 12,481 | $67.8K | 0.07% | +12,481 | New |
| United Capital Financial Advisers, LLC | 12,447 | $67.6K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 12,300 | $66.8K | 0.01% | +12,300 | New |
| Fiduciary Group LLC | 12,180 | $66.1K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,745 | $63.8K | 0.00% | +11,745 | New |
| Leo Wealth, LLC | 11,412 | $62.0K | 0.01% | +11,412 | New |
| Atria Wealth Solutions, Inc. | 10,091 | $54.8K | 0.00% | −11,101−52.4% | Reduced |
| Advisory Services Network, LLC | 6,013 | $32.6K | 0.00% | +6,013 | New |
| Blue Bell Private Wealth Management, LLC | 5,700 | $31.0K | 0.01% | +5,700 | New |
| Umb Bank N A | 4,100 | $22.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,380 | $18.4K | 0.00% | +458+15.7% | Added |
| CWM, LLC | 3,314 | $18.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,600 | $8.69K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $7.80K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $7.14K | 0.00% | +650+97.7% | Added |
| Private Trust Co NA | 1,000 | $5.43K | 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 |
| Principal Securities, Inc. | 770 | $4.18K | 0.00% | +770 | New |
| PSI Advisors, LLC | 600 | $3.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 443 | $2.40K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 185 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 141 | $764 | 0.00% | +6+4.4% | Added |
| Tower Research Capital LLC (TRC) | 47 | $255 | 0.00% | +47 | New |
| Citigroup Inc | 2 | $11 | 0.00% | 00.0% | Unchanged |
| 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 |