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, Q1 2024
Institutional positions in Cbre Global Real Estate Income Fund as of Mar 31, 2024. 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
- 121
- −11 vs. Q4 2023
- Shares held
- 35.3M
- −4.57M (−11.4%) vs. Q4 2023
- Total value
- $189.9M
- −$27.2M (−12.5%) vs. Q4 2023
- New holders
- 16
- 46 more added
- Sold out
- 27
- 36 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,826,355 | $63.6M | 0.01% | +1,072,281+10.0% | Added |
| UBS Group AG | 4,871,693 | $26.2M | 0.01% | +203,005+4.3% | Added |
| Bank of America Corp | 2,719,518 | $14.6M | 0.00% | +285,203+11.7% | Added |
| City of London Investment Management Co Ltd | 1,943,106 | $10.5M | 0.86% | +1,075,825+124.0% | Added |
| Wells Fargo & Company | 1,821,148 | $9.80M | 0.00% | +395,263+27.7% | Added |
| Flagship Harbor Advisors, LLC | 1,457,415 | $7.84M | 0.50% | +149,630+11.4% | Added |
| Ameriprise Financial Inc | 905,953 | $4.89M | 0.00% | +42,881+5.0% | Added |
| Advisors Asset Management, Inc. | 624,485 | $3.36M | 0.06% | −75,372−10.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 581,906 | $3.13M | 2.61% | +54,777+10.4% | Added |
| LPL Financial LLC | 468,278 | $2.52M | 0.00% | +37,611+8.7% | Added |
| Absolute Investment Advisers LLC | 443,913 | $2.39M | 0.33% | +443,913 | New |
| Advisor Group Holdings, Inc. | 412,368 | $2.22M | 0.00% | −431,487−51.1% | Reduced |
| CNH Partners LLC | 403,331 | $2.17M | 0.08% | −109,456−21.3% | Reduced |
| Roumell Asset Management, LLC | 395,000 | $2.13M | 4.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 365,228 | $1.96M | 0.00% | +365,228 | New |
| WealthTrust Axiom LLC | 299,387 | $1.61M | 0.52% | −3,872−1.3% | Reduced |
| NWF Advisory Services Inc. | 266,100 | $1.43M | 0.24% | +2,354+0.9% | Added |
| Landscape Capital Management, L.L.C. | 262,859 | $1.41M | 0.12% | −587,579−69.1% | Reduced |
| Investment Partners Asset Management, Inc. | 258,967 | $1.39M | 1.26% | −20,712−7.4% | Reduced |
| Roman Butler Fullerton & Co | 265,145 | $1.29M | 0.49% | +7,209+2.8% | Added |
| Royal Bank of Canada | 235,145 | $1.26M | 0.00% | −53,207−18.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 218,015 | $1.17M | 0.33% | +9,987+4.8% | Added |
| Cooper Financial Group | 202,322 | $1.09M | 0.18% | +10,014+5.2% | Added |
| Standard Life Aberdeen plc | 193,046 | $1.04M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 184,972 | $995.1K | 0.00% | +4,827+2.7% | Added |
| Rockefeller Capital Management L.P. | 179,465 | $965.5K | 0.00% | −10,935−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 174,926 | $941.0K | 0.00% | +24,238+16.1% | Added |
| Stifel Financial Corp | 159,241 | $856.7K | 0.00% | +11,220+7.6% | Added |
| Quarry LP | 144,621 | $778.1K | 0.32% | −1,184−0.8% | Reduced |
| 180 Wealth Advisors, LLC | 137,952 | $742.2K | 0.13% | +5,495+4.1% | Added |
| SFI Advisors, LLC | 133,977 | $720.8K | 0.57% | +81,725+156.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 123,932 | $666.8K | 0.00% | +31,189+33.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 118,060 | $635.0K | 0.00% | −1,810−1.5% | Reduced |
| Samalin Investment Counsel, LLC | 116,691 | $627.8K | 0.30% | −22,974−16.4% | Reduced |
| Raymond James & Associates | 107,258 | $577.0K | 0.00% | +3,522+3.4% | Added |
| Stolper Co | 102,619 | $552.0K | 0.20% | +9,371+10.0% | Added |
| IHT Wealth Management, LLC | 98,896 | $532.1K | 0.02% | +22,669+29.7% | Added |
| Mariner, LLC | 95,587 | $514.3K | 0.00% | +5,064+5.6% | Added |
| Atomi Financial Group, Inc. | 94,838 | $510.2K | 0.05% | −627−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 94,099 | $506.3K | 0.04% | +19,307+25.8% | Added |
| Dynamic Advisor Solutions LLC | 77,364 | $416.2K | 0.01% | −100−0.1% | Reduced |
| Pathstone Holdings, LLC | 74,784 | $402.3K | 0.00% | −41,089−35.5% | Reduced |
| Moors & Cabot, Inc. | 67,746 | $364.5K | 0.02% | +1,449+2.2% | Added |
| Live Oak Private Wealth LLC | 54,884 | $295.3K | 0.05% | 00.0% | Unchanged |
| Vima LLC | 52,825 | $280.5K | 0.32% | −21,788−29.2% | Reduced |
| Peapack Gladstone Financial Corp | 51,677 | $278.0K | 0.00% | −31,071−37.5% | Reduced |
| Park Avenue Securities LLC | 51,627 | $278.0K | 0.00% | +11,808+29.7% | Added |
| Comerica Bank | 51,600 | $277.6K | 0.00% | −15,099−22.6% | Reduced |
| Quattro Financial Advisors LLC | 50,124 | $269.7K | 0.08% | +50,119+1,002,380.0% | Added |
| Wintrust Investments LLC | 49,727 | $268.0K | 0.02% | −340−0.7% | Reduced |
| Clear Creek Financial Management, LLC | 49,000 | $263.6K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 47,931 | $258.0K | 0.00% | −4,279−8.2% | Reduced |
| J.W. Cole Advisors, Inc. | 46,502 | $249.9K | 0.01% | +32,978+243.8% | Added |
| Susquehanna International Group, LLP | 44,071 | $237.1K | 0.00% | +31,224+243.0% | Added |
| JPMorgan Chase & Co | 42,952 | $231.1K | 0.00% | −99,023−69.7% | Reduced |
| HighTower Advisors, LLC | 42,903 | $231.0K | 0.00% | −1,168−2.7% | Reduced |
| US Bancorp | 39,463 | $212.3K | 0.00% | +3,463+9.6% | Added |
| Yakira Capital Management, Inc. | 38,342 | $206.3K | 0.07% | −92,872−70.8% | Reduced |
| Quantedge Capital Pte Ltd | 36,700 | $197.4K | 0.08% | −184,700−83.4% | Reduced |
| The PNC Financial Services Group, Inc. | 36,462 | $196.2K | 0.00% | −20−0.1% | Reduced |
| ICA Group Wealth Management, LLC | 36,335 | $195.5K | 0.04% | +607+1.7% | Added |
| Virtu Financial LLC | 36,016 | $194.0K | 0.01% | +36,016 | New |
| We Are One Seven, LLC | 35,558 | $191.3K | 0.01% | +10,029+39.3% | Added |
| EP Wealth Advisors, LLC | 35,249 | $189.6K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 35,078 | $188.7K | 0.00% | −61,367−63.6% | Reduced |
| Private Advisor Group, LLC | 34,347 | $184.8K | 0.00% | −148,154−81.2% | Reduced |
| Global Retirement Partners, LLC | 33,579 | $180.7K | 0.01% | −6,934−17.1% | Reduced |
| Calamos Advisors LLC | 29,759 | $160.1K | 0.00% | +29,759 | New |
| Pinnacle Wealth Planning Services, Inc. | 27,742 | $149.3K | 0.02% | +2,972+12.0% | Added |
| Burney Co | 24,672 | $132.7K | 0.01% | −4,580−15.7% | Reduced |
| Axxcess Wealth Management, LLC | 20,652 | $111.1K | 0.00% | −8,074−28.1% | Reduced |
| Beacon Pointe Advisors, LLC | 19,964 | $107.4K | 0.00% | +19,964 | New |
| GWM Advisors LLC | 19,874 | $106.9K | 0.00% | +1,400+7.6% | Added |
| Atticus Wealth Management, LLC | 19,668 | $105.8K | 0.03% | +517+2.7% | Added |
| Spire Wealth Management | 18,262 | $98.3K | 0.00% | +10+0.1% | Added |
| Alterna Wealth Management, Inc | 18,149 | $97.6K | 0.10% | +2,949+19.4% | Added |
| Merit Financial Group, LLC | 18,675 | $93.6K | 0.00% | −31,538−62.8% | Reduced |
| Occidental Asset Management, LLC | 16,935 | $91.1K | 0.02% | +1,750+11.5% | Added |
| National Asset Management, Inc. | 20,188 | $90.8K | 0.00% | +4,544+29.0% | Added |
| Capital Investment Advisors, LLC | 16,713 | $89.9K | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 16,268 | $87.5K | 0.00% | +16,268 | New |
| Advisor Resource Council | 16,115 | $87.5K | 0.04% | +16,115 | New |
| Nations Financial Group Inc, | 16,135 | $86.8K | 0.01% | +11+0.1% | Added |
| Sage Capital Management, LLC | 15,500 | $83.4K | 0.05% | +1,000+6.9% | Added |
| Heritage Wealth Management, Inc. | 14,884 | $80.1K | 0.08% | +2,403+19.3% | Added |
| Meridian Investment Counsel Inc. | 14,666 | $78.9K | 0.03% | −1,334−8.3% | Reduced |
| Holistic Financial Partners | 14,440 | $77.7K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,431 | $77.6K | 0.00% | −2,367−14.1% | Reduced |
| Sigma Planning Corp | 14,344 | $77.2K | 0.00% | +14,344 | New |
| Good Life Advisors, LLC | 14,242 | $76.6K | 0.01% | +10.0% | Added |
| Mercer Global Advisors Inc | 12,533 | $67.0K | 0.00% | −8,553−40.6% | Reduced |
| United Capital Financial Advisers, LLC | 12,447 | $67.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 12,180 | $65.5K | 0.01% | 00.0% | Unchanged |
| Leo Wealth, LLC | 11,812 | $63.5K | 0.01% | +400+3.5% | Added |
| D.A. Davidson & Co. | 11,745 | $63.2K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 11,505 | $61.9K | 0.01% | −15,604−57.6% | Reduced |
| Creative Planning | 11,164 | $60.1K | 0.00% | +11,164 | New |
| Spirepoint Private Client, LLC | 10,795 | $58.1K | 0.01% | +10,795 | New |
| Charter Oak Capital Management, LLC | 10,025 | $53.9K | 0.01% | +10,025 | New |
| Future Financial Wealth Managment LLC | 10,000 | $53.8K | 0.04% | −30,210−75.1% | Reduced |