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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 44 | $237 | 0.00% | −3−6.4% | Reduced |
| SOA Wealth Advisors, LLC. | 147 | $792 | 0.00% | +6+4.3% | Added |
| Addison Advisors LLC | 185 | $996 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 202 | $1.09K | 0.00% | +202 | New |
| CBIZ Investment Advisory Services, LLC | 400 | $2.15K | 0.00% | +400 | New |
| PSI Advisors, LLC | 600 | $3.23K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 770 | $4.14K | 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 |
| Northwestern Mutual Wealth Management Co | 943 | $5.07K | 0.00% | +943 | New |
| Private Trust Co NA | 1,000 | $5.38K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $7.08K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $7.73K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,600 | $8.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,153 | $11.6K | 0.00% | +2,153 | New |
| Blume Capital Management, Inc. | 3,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,321 | $18.0K | 0.00% | +7+0.2% | Added |
| Umb Bank N A | 4,100 | $22.1K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $53.8K | 0.04% | −30,210−75.1% | Reduced |
| Hoylecohen, LLC | 10,000 | $53.8K | 0.00% | +10,000 | New |
| Charter Oak Capital Management, LLC | 10,025 | $53.9K | 0.01% | +10,025 | New |
| Spirepoint Private Client, LLC | 10,795 | $58.1K | 0.01% | +10,795 | New |
| Creative Planning | 11,164 | $60.1K | 0.00% | +11,164 | New |
| CSS LLC | 11,505 | $61.9K | 0.01% | −15,604−57.6% | Reduced |
| D.A. Davidson & Co. | 11,745 | $63.2K | 0.00% | 00.0% | Unchanged |
| Leo Wealth, LLC | 11,812 | $63.5K | 0.01% | +400+3.5% | Added |
| Fiduciary Group LLC | 12,180 | $65.5K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,447 | $67.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,533 | $67.0K | 0.00% | −8,553−40.6% | Reduced |
| Good Life Advisors, LLC | 14,242 | $76.6K | 0.01% | +10.0% | Added |
| Sigma Planning Corp | 14,344 | $77.2K | 0.00% | +14,344 | New |
| Steward Partners Investment Advisory, LLC | 14,431 | $77.6K | 0.00% | −2,367−14.1% | Reduced |
| Holistic Financial Partners | 14,440 | $77.7K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 14,666 | $78.9K | 0.03% | −1,334−8.3% | Reduced |
| Heritage Wealth Management, Inc. | 14,884 | $80.1K | 0.08% | +2,403+19.3% | Added |
| Sage Capital Management, LLC | 15,500 | $83.4K | 0.05% | +1,000+6.9% | Added |
| Nations Financial Group Inc, | 16,135 | $86.8K | 0.01% | +11+0.1% | Added |
| Advisor Resource Council | 16,115 | $87.5K | 0.04% | +16,115 | New |
| DF Dent & Co Inc | 16,268 | $87.5K | 0.00% | +16,268 | New |
| Capital Investment Advisors, LLC | 16,713 | $89.9K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,188 | $90.8K | 0.00% | +4,544+29.0% | Added |
| Occidental Asset Management, LLC | 16,935 | $91.1K | 0.02% | +1,750+11.5% | Added |
| Merit Financial Group, LLC | 18,675 | $93.6K | 0.00% | −31,538−62.8% | Reduced |
| Alterna Wealth Management, Inc | 18,149 | $97.6K | 0.10% | +2,949+19.4% | Added |
| Spire Wealth Management | 18,262 | $98.3K | 0.00% | +10+0.1% | Added |
| Atticus Wealth Management, LLC | 19,668 | $105.8K | 0.03% | +517+2.7% | Added |
| GWM Advisors LLC | 19,874 | $106.9K | 0.00% | +1,400+7.6% | Added |
| Beacon Pointe Advisors, LLC | 19,964 | $107.4K | 0.00% | +19,964 | New |
| Axxcess Wealth Management, LLC | 20,652 | $111.1K | 0.00% | −8,074−28.1% | Reduced |
| Burney Co | 24,672 | $132.7K | 0.01% | −4,580−15.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,742 | $149.3K | 0.02% | +2,972+12.0% | Added |
| Calamos Advisors LLC | 29,759 | $160.1K | 0.00% | +29,759 | New |
| Global Retirement Partners, LLC | 33,579 | $180.7K | 0.01% | −6,934−17.1% | Reduced |
| Private Advisor Group, LLC | 34,347 | $184.8K | 0.00% | −148,154−81.2% | Reduced |
| Stephens Inc | 35,078 | $188.7K | 0.00% | −61,367−63.6% | Reduced |
| EP Wealth Advisors, LLC | 35,249 | $189.6K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 35,558 | $191.3K | 0.01% | +10,029+39.3% | Added |
| Virtu Financial LLC | 36,016 | $194.0K | 0.01% | +36,016 | New |
| ICA Group Wealth Management, LLC | 36,335 | $195.5K | 0.04% | +607+1.7% | Added |
| The PNC Financial Services Group, Inc. | 36,462 | $196.2K | 0.00% | −20−0.1% | Reduced |
| Quantedge Capital Pte Ltd | 36,700 | $197.4K | 0.08% | −184,700−83.4% | Reduced |
| Yakira Capital Management, Inc. | 38,342 | $206.3K | 0.07% | −92,872−70.8% | Reduced |
| US Bancorp | 39,463 | $212.3K | 0.00% | +3,463+9.6% | Added |
| HighTower Advisors, LLC | 42,903 | $231.0K | 0.00% | −1,168−2.7% | Reduced |
| JPMorgan Chase & Co | 42,952 | $231.1K | 0.00% | −99,023−69.7% | Reduced |
| Susquehanna International Group, LLP | 44,071 | $237.1K | 0.00% | +31,224+243.0% | Added |
| J.W. Cole Advisors, Inc. | 46,502 | $249.9K | 0.01% | +32,978+243.8% | Added |
| Janney Montgomery Scott LLC | 47,931 | $258.0K | 0.00% | −4,279−8.2% | Reduced |
| Clear Creek Financial Management, LLC | 49,000 | $263.6K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 49,727 | $268.0K | 0.02% | −340−0.7% | Reduced |
| Quattro Financial Advisors LLC | 50,124 | $269.7K | 0.08% | +50,119+1,002,380.0% | Added |
| Comerica Bank | 51,600 | $277.6K | 0.00% | −15,099−22.6% | 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 |
| Vima LLC | 52,825 | $280.5K | 0.32% | −21,788−29.2% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $295.3K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 67,746 | $364.5K | 0.02% | +1,449+2.2% | Added |
| Pathstone Holdings, LLC | 74,784 | $402.3K | 0.00% | −41,089−35.5% | Reduced |
| Dynamic Advisor Solutions LLC | 77,364 | $416.2K | 0.01% | −100−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 94,099 | $506.3K | 0.04% | +19,307+25.8% | Added |
| Atomi Financial Group, Inc. | 94,838 | $510.2K | 0.05% | −627−0.7% | Reduced |
| Mariner, LLC | 95,587 | $514.3K | 0.00% | +5,064+5.6% | Added |
| IHT Wealth Management, LLC | 98,896 | $532.1K | 0.02% | +22,669+29.7% | Added |
| Stolper Co | 102,619 | $552.0K | 0.20% | +9,371+10.0% | Added |
| Raymond James & Associates | 107,258 | $577.0K | 0.00% | +3,522+3.4% | Added |
| Samalin Investment Counsel, LLC | 116,691 | $627.8K | 0.30% | −22,974−16.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 118,060 | $635.0K | 0.00% | −1,810−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 123,932 | $666.8K | 0.00% | +31,189+33.6% | Added |
| SFI Advisors, LLC | 133,977 | $720.8K | 0.57% | +81,725+156.4% | Added |
| 180 Wealth Advisors, LLC | 137,952 | $742.2K | 0.13% | +5,495+4.1% | Added |
| Quarry LP | 144,621 | $778.1K | 0.32% | −1,184−0.8% | Reduced |
| Stifel Financial Corp | 159,241 | $856.7K | 0.00% | +11,220+7.6% | Added |
| Commonwealth Equity Services, LLC | 174,926 | $941.0K | 0.00% | +24,238+16.1% | Added |
| Rockefeller Capital Management L.P. | 179,465 | $965.5K | 0.00% | −10,935−5.7% | Reduced |
| Baird Financial Group, Inc. | 184,972 | $995.1K | 0.00% | +4,827+2.7% | Added |
| Standard Life Aberdeen plc | 193,046 | $1.04M | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 202,322 | $1.09M | 0.18% | +10,014+5.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 218,015 | $1.17M | 0.33% | +9,987+4.8% | Added |