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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 235,145 | $1.26M | 0.00% | −53,207−18.5% | Reduced |
| Roman Butler Fullerton & Co | 265,145 | $1.29M | 0.49% | +7,209+2.8% | Added |
| Investment Partners Asset Management, Inc. | 258,967 | $1.39M | 1.26% | −20,712−7.4% | Reduced |
| Landscape Capital Management, L.L.C. | 262,859 | $1.41M | 0.12% | −587,579−69.1% | Reduced |
| NWF Advisory Services Inc. | 266,100 | $1.43M | 0.24% | +2,354+0.9% | Added |
| WealthTrust Axiom LLC | 299,387 | $1.61M | 0.52% | −3,872−1.3% | Reduced |
| Cetera Investment Advisers | 365,228 | $1.96M | 0.00% | +365,228 | New |
| Roumell Asset Management, LLC | 395,000 | $2.13M | 4.00% | 00.0% | Unchanged |
| CNH Partners LLC | 403,331 | $2.17M | 0.08% | −109,456−21.3% | Reduced |
| Advisor Group Holdings, Inc. | 412,368 | $2.22M | 0.00% | −431,487−51.1% | Reduced |
| Absolute Investment Advisers LLC | 443,913 | $2.39M | 0.33% | +443,913 | New |
| LPL Financial LLC | 468,278 | $2.52M | 0.00% | +37,611+8.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 581,906 | $3.13M | 2.61% | +54,777+10.4% | Added |
| Advisors Asset Management, Inc. | 624,485 | $3.36M | 0.06% | −75,372−10.8% | Reduced |
| Ameriprise Financial Inc | 905,953 | $4.89M | 0.00% | +42,881+5.0% | Added |
| Flagship Harbor Advisors, LLC | 1,457,415 | $7.84M | 0.50% | +149,630+11.4% | Added |
| Wells Fargo & Company | 1,821,148 | $9.80M | 0.00% | +395,263+27.7% | Added |
| City of London Investment Management Co Ltd | 1,943,106 | $10.5M | 0.86% | +1,075,825+124.0% | Added |
| Bank of America Corp | 2,719,518 | $14.6M | 0.00% | +285,203+11.7% | Added |
| UBS Group AG | 4,871,693 | $26.2M | 0.01% | +203,005+4.3% | Added |
| Morgan Stanley | 11,826,355 | $63.6M | 0.01% | +1,072,281+10.0% | Added |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −4,218,048−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −950,873−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −406,544−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −364,587−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −254,293−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −239,243−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −103,918−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −55,580−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −32,588−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −30,245−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −24,077−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,091−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,294−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −17,804−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −16,542−100.0% | Sold out |
| A. D. Beadell Investment Counsel, Inc. | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −15,282−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −14,513−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −12,444−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,091−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,013−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |