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, Q2 2024
Institutional positions in Cbre Global Real Estate Income Fund as of Jun 30, 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
- 113
- −8 vs. Q1 2024
- Shares held
- 34.2M
- −1.13M (−3.2%) vs. Q1 2024
- Total value
- $172.2M
- −$17.7M (−9.3%) vs. Q1 2024
- New holders
- 11
- 35 more added
- Sold out
- 19
- 42 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,320,146 | $62.1M | 0.00% | +493,791+4.2% | Added |
| UBS Group AG | 4,812,999 | $24.3M | 0.01% | −58,694−1.2% | Reduced |
| Bank of America Corp | 2,523,920 | $12.7M | 0.00% | −195,598−7.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,558,036 | $7.85M | 0.47% | +100,621+6.9% | Added |
| City of London Investment Management Co Ltd | 1,549,188 | $7.81M | 0.67% | −393,918−20.3% | Reduced |
| Wells Fargo & Company | 1,455,224 | $7.33M | 0.00% | −365,924−20.1% | Reduced |
| Ameriprise Financial Inc | 991,858 | $5.00M | 0.00% | +85,905+9.5% | Added |
| LPL Financial LLC | 800,636 | $4.04M | 0.00% | +332,358+71.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 600,046 | $3.02M | 2.50% | +18,140+3.1% | Added |
| Sanctuary Advisors, LLC | 564,274 | $2.76M | 0.02% | +564,274 | New |
| Advisors Asset Management, Inc. | 532,164 | $2.68M | 0.05% | −92,321−14.8% | Reduced |
| Roumell Asset Management, LLC | 395,000 | $1.99M | 3.74% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 377,008 | $1.90M | 0.00% | −35,360−8.6% | Reduced |
| Cetera Investment Advisers | 329,481 | $1.66M | 0.00% | −35,747−9.8% | Reduced |
| WealthTrust Axiom LLC | 293,205 | $1.48M | 0.49% | −6,182−2.1% | Reduced |
| Roman Butler Fullerton & Co | 266,042 | $1.35M | 0.44% | +897+0.3% | Added |
| Royal Bank of Canada | 266,999 | $1.35M | 0.00% | +31,854+13.5% | Added |
| NWF Advisory Services Inc. | 251,600 | $1.27M | 0.20% | −14,500−5.4% | Reduced |
| Investment Partners Asset Management, Inc. | 249,496 | $1.26M | 1.12% | −9,471−3.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 235,732 | $1.19M | 0.33% | +17,717+8.1% | Added |
| Cooper Financial Group | 208,365 | $1.05M | 0.15% | +6,043+3.0% | Added |
| Baird Financial Group, Inc. | 183,872 | $926.7K | 0.00% | −1,100−0.6% | Reduced |
| Stifel Financial Corp | 168,188 | $847.6K | 0.00% | +8,947+5.6% | Added |
| Commonwealth Equity Services, LLC | 159,801 | $805.0K | 0.00% | −15,125−8.6% | Reduced |
| 180 Wealth Advisors, LLC | 145,407 | $751.8K | 0.12% | +7,455+5.4% | Added |
| SFI Advisors, LLC | 143,956 | $725.5K | 0.56% | +9,979+7.4% | Added |
| Rockefeller Capital Management L.P. | 129,550 | $652.9K | 0.00% | −49,915−27.8% | Reduced |
| Samalin Investment Counsel, LLC | 116,313 | $586.2K | 0.27% | −378−0.3% | Reduced |
| Raymond James & Associates | 113,505 | $572.1K | 0.00% | +6,247+5.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 112,336 | $566.2K | 0.00% | −11,596−9.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 108,769 | $548.0K | 0.00% | −9,291−7.9% | Reduced |
| Mariner, LLC | 105,125 | $529.8K | 0.00% | +9,538+10.0% | Added |
| Stolper Co | 102,654 | $517.0K | 0.18% | +350.0% | Added |
| Atomi Financial Group, Inc. | 101,946 | $513.8K | 0.04% | +7,108+7.5% | Added |
| IHT Wealth Management, LLC | 99,035 | $499.1K | 0.02% | +139+0.1% | Added |
| Transcend Wealth Collective, LLC | 94,099 | $474.3K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 87,573 | $439.6K | 0.01% | +87,573 | New |
| Dynamic Advisor Solutions LLC | 75,452 | $380.3K | 0.01% | −1,912−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 75,203 | $379.0K | 0.02% | +28,701+61.7% | Added |
| Moors & Cabot, Inc. | 69,330 | $349.4K | 0.02% | +1,584+2.3% | Added |
| Park Avenue Securities LLC | 55,061 | $278.0K | 0.00% | +3,434+6.7% | Added |
| Live Oak Private Wealth LLC | 54,884 | $276.6K | 0.05% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 49,000 | $247.0K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 48,021 | $242.0K | 0.02% | −1,706−3.4% | Reduced |
| CNH Partners LLC | 44,585 | $224.7K | 0.01% | −358,746−88.9% | Reduced |
| US Bancorp | 42,921 | $216.3K | 0.00% | +3,458+8.8% | Added |
| Peapack Gladstone Financial Corp | 42,618 | $215.0K | 0.00% | −9,059−17.5% | Reduced |
| Janney Montgomery Scott LLC | 42,573 | $215.0K | 0.00% | −5,358−11.2% | Reduced |
| Advisor OS, LLC | 40,649 | $204.9K | 0.02% | +40,649 | New |
| Quattro Financial Advisors LLC | 40,291 | $203.1K | 0.05% | −9,833−19.6% | Reduced |
| Comerica Bank | 39,631 | $199.7K | 0.00% | −11,969−23.2% | Reduced |
| The PNC Financial Services Group, Inc. | 36,462 | $183.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 34,903 | $178.0K | 0.00% | −8,000−18.6% | Reduced |
| EP Wealth Advisors, LLC | 35,249 | $177.7K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 35,078 | $176.8K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 34,735 | $175.1K | 0.11% | −1,600−4.4% | Reduced |
| Landscape Capital Management, L.L.C. | 34,200 | $172.4K | 0.01% | −228,659−87.0% | Reduced |
| Vima LLC | 33,992 | $171.3K | 0.38% | −18,833−35.7% | Reduced |
| JPMorgan Chase & Co | 33,105 | $166.8K | 0.00% | −9,847−22.9% | Reduced |
| We Are One Seven, LLC | 31,690 | $159.7K | 0.01% | −3,868−10.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 30,946 | $156.0K | 0.02% | +3,204+11.5% | Added |
| Hoylecohen, LLC | 30,000 | $151.2K | 0.01% | +20,000+200.0% | Added |
| Global Retirement Partners, LLC | 25,620 | $129.1K | 0.00% | −7,959−23.7% | Reduced |
| Private Advisor Group, LLC | 25,554 | $128.8K | 0.00% | −8,793−25.6% | Reduced |
| Burney Co | 24,672 | $124.3K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 23,358 | $117.7K | 0.00% | −6,401−21.5% | Reduced |
| Level Four Advisory Services, LLC | 22,480 | $113.3K | 0.01% | +22,480 | New |
| Atticus Wealth Management, LLC | 21,514 | $108.4K | 0.04% | +1,846+9.4% | Added |
| Axxcess Wealth Management, LLC | 20,821 | $104.9K | 0.00% | +169+0.8% | Added |
| GWM Advisors LLC | 19,874 | $100.2K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,376 | $97.7K | 0.00% | +701+3.8% | Added |
| Alterna Wealth Management, Inc | 19,131 | $96.4K | 0.08% | +982+5.4% | Added |
| Occidental Asset Management, LLC | 18,859 | $95.0K | 0.02% | +1,924+11.4% | Added |
| Arete Wealth Advisors, LLC | 18,018 | $91.0K | 0.01% | +18,018 | New |
| Sigma Planning Corp | 17,790 | $89.7K | 0.00% | +3,446+24.0% | Added |
| Sage Capital Management, LLC | 17,500 | $88.2K | 0.05% | +2,000+12.9% | Added |
| Capital Investment Advisors, LLC | 17,123 | $86.3K | 0.00% | +410+2.5% | Added |
| Heritage Wealth Management, Inc. | 15,024 | $75.7K | 0.07% | +140+0.9% | Added |
| Shaker Financial Services, LLC | 15,000 | $75.6K | 0.03% | +15,000 | New |
| Fiduciary Group LLC | 14,980 | $75.5K | 0.01% | +2,800+23.0% | Added |
| Yakira Capital Management, Inc. | 14,842 | $74.8K | 0.03% | −23,500−61.3% | Reduced |
| Nations Financial Group Inc, | 14,739 | $74.3K | 0.01% | −1,396−8.7% | Reduced |
| National Asset Management, Inc. | 14,614 | $73.7K | 0.00% | −5,574−27.6% | Reduced |
| Holistic Financial Partners | 14,440 | $72.8K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,242 | $71.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,181 | $66.4K | 0.00% | −1,250−8.7% | Reduced |
| United Capital Financial Advisers, LLC | 12,447 | $62.7K | 0.00% | 00.0% | Unchanged |
| Leo Wealth, LLC | 12,251 | $61.7K | 0.01% | +439+3.7% | Added |
| Meridian Investment Counsel Inc. | 11,666 | $58.8K | 0.02% | −3,000−20.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,892 | $54.9K | 0.00% | +10,892 | New |
| Mercer Global Advisors Inc | 10,033 | $50.6K | 0.00% | −2,500−19.9% | Reduced |
| Future Financial Wealth Managment LLC | 10,000 | $50.4K | 0.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 10,000 | $50.0K | 0.00% | +10,000 | New |
| Maryland Capital Advisors Inc. | 3,864 | $19.5K | 0.01% | +3,864 | New |
| CWM, LLC | 3,321 | $17.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,153 | $10.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $7.24K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $6.63K | 0.00% | 00.0% | Unchanged |