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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $10 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $10 | 0.00% | +2 | New |
| Advisor Resource Council | 10,190 | $51 | 0.00% | −5,925−36.8% | Reduced |
| Assetmark, Inc | 144 | $726 | 0.00% | −58−28.7% | Reduced |
| SOA Wealth Advisors, LLC. | 153 | $769 | 0.00% | +6+4.1% | Added |
| Addison Advisors LLC | 183 | $923 | 0.00% | −2−1.1% | Reduced |
| Coppell Advisory Solutions LLC | 362 | $1.82K | 0.00% | +362 | New |
| PSI Advisors, LLC | 600 | $3.02K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 770 | $3.88K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 827 | $4.17K | 0.00% | −17,435−95.5% | Reduced |
| 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 |
| Private Trust Co NA | 1,000 | $5.04K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $6.63K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $7.24K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,153 | $10.9K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,321 | $17.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3,864 | $19.5K | 0.01% | +3,864 | New |
| Leavell Investment Management, Inc. | 10,000 | $50.0K | 0.00% | +10,000 | New |
| Future Financial Wealth Managment LLC | 10,000 | $50.4K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,033 | $50.6K | 0.00% | −2,500−19.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,892 | $54.9K | 0.00% | +10,892 | New |
| Meridian Investment Counsel Inc. | 11,666 | $58.8K | 0.02% | −3,000−20.5% | Reduced |
| Leo Wealth, LLC | 12,251 | $61.7K | 0.01% | +439+3.7% | Added |
| United Capital Financial Advisers, LLC | 12,447 | $62.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,181 | $66.4K | 0.00% | −1,250−8.7% | Reduced |
| Good Life Advisors, LLC | 14,242 | $71.8K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $72.8K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,614 | $73.7K | 0.00% | −5,574−27.6% | Reduced |
| Nations Financial Group Inc, | 14,739 | $74.3K | 0.01% | −1,396−8.7% | Reduced |
| Yakira Capital Management, Inc. | 14,842 | $74.8K | 0.03% | −23,500−61.3% | Reduced |
| Fiduciary Group LLC | 14,980 | $75.5K | 0.01% | +2,800+23.0% | Added |
| Shaker Financial Services, LLC | 15,000 | $75.6K | 0.03% | +15,000 | New |
| Heritage Wealth Management, Inc. | 15,024 | $75.7K | 0.07% | +140+0.9% | Added |
| Capital Investment Advisors, LLC | 17,123 | $86.3K | 0.00% | +410+2.5% | Added |
| Sage Capital Management, LLC | 17,500 | $88.2K | 0.05% | +2,000+12.9% | Added |
| Sigma Planning Corp | 17,790 | $89.7K | 0.00% | +3,446+24.0% | Added |
| Arete Wealth Advisors, LLC | 18,018 | $91.0K | 0.01% | +18,018 | New |
| Occidental Asset Management, LLC | 18,859 | $95.0K | 0.02% | +1,924+11.4% | Added |
| Alterna Wealth Management, Inc | 19,131 | $96.4K | 0.08% | +982+5.4% | Added |
| Merit Financial Group, LLC | 19,376 | $97.7K | 0.00% | +701+3.8% | Added |
| GWM Advisors LLC | 19,874 | $100.2K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 20,821 | $104.9K | 0.00% | +169+0.8% | Added |
| Atticus Wealth Management, LLC | 21,514 | $108.4K | 0.04% | +1,846+9.4% | Added |
| Level Four Advisory Services, LLC | 22,480 | $113.3K | 0.01% | +22,480 | New |
| Calamos Advisors LLC | 23,358 | $117.7K | 0.00% | −6,401−21.5% | Reduced |
| Burney Co | 24,672 | $124.3K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,554 | $128.8K | 0.00% | −8,793−25.6% | Reduced |
| Global Retirement Partners, LLC | 25,620 | $129.1K | 0.00% | −7,959−23.7% | Reduced |
| Hoylecohen, LLC | 30,000 | $151.2K | 0.01% | +20,000+200.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30,946 | $156.0K | 0.02% | +3,204+11.5% | Added |
| We Are One Seven, LLC | 31,690 | $159.7K | 0.01% | −3,868−10.9% | Reduced |
| JPMorgan Chase & Co | 33,105 | $166.8K | 0.00% | −9,847−22.9% | Reduced |
| Vima LLC | 33,992 | $171.3K | 0.38% | −18,833−35.7% | Reduced |
| Landscape Capital Management, L.L.C. | 34,200 | $172.4K | 0.01% | −228,659−87.0% | Reduced |
| ICA Group Wealth Management, LLC | 34,735 | $175.1K | 0.11% | −1,600−4.4% | Reduced |
| Stephens Inc | 35,078 | $176.8K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 35,249 | $177.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 34,903 | $178.0K | 0.00% | −8,000−18.6% | Reduced |
| The PNC Financial Services Group, Inc. | 36,462 | $183.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 39,631 | $199.7K | 0.00% | −11,969−23.2% | Reduced |
| Quattro Financial Advisors LLC | 40,291 | $203.1K | 0.05% | −9,833−19.6% | Reduced |
| Advisor OS, LLC | 40,649 | $204.9K | 0.02% | +40,649 | New |
| 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 |
| US Bancorp | 42,921 | $216.3K | 0.00% | +3,458+8.8% | Added |
| CNH Partners LLC | 44,585 | $224.7K | 0.01% | −358,746−88.9% | Reduced |
| Wintrust Investments LLC | 48,021 | $242.0K | 0.02% | −1,706−3.4% | Reduced |
| Clear Creek Financial Management, LLC | 49,000 | $247.0K | 0.03% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 54,884 | $276.6K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 55,061 | $278.0K | 0.00% | +3,434+6.7% | Added |
| Moors & Cabot, Inc. | 69,330 | $349.4K | 0.02% | +1,584+2.3% | Added |
| J.W. Cole Advisors, Inc. | 75,203 | $379.0K | 0.02% | +28,701+61.7% | Added |
| Dynamic Advisor Solutions LLC | 75,452 | $380.3K | 0.01% | −1,912−2.5% | Reduced |
| RSM US Wealth Management LLC | 87,573 | $439.6K | 0.01% | +87,573 | New |
| Transcend Wealth Collective, LLC | 94,099 | $474.3K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 99,035 | $499.1K | 0.02% | +139+0.1% | Added |
| Atomi Financial Group, Inc. | 101,946 | $513.8K | 0.04% | +7,108+7.5% | Added |
| Stolper Co | 102,654 | $517.0K | 0.18% | +350.0% | Added |
| Mariner, LLC | 105,125 | $529.8K | 0.00% | +9,538+10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 108,769 | $548.0K | 0.00% | −9,291−7.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 112,336 | $566.2K | 0.00% | −11,596−9.4% | Reduced |
| Raymond James & Associates | 113,505 | $572.1K | 0.00% | +6,247+5.8% | Added |
| Samalin Investment Counsel, LLC | 116,313 | $586.2K | 0.27% | −378−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 129,550 | $652.9K | 0.00% | −49,915−27.8% | Reduced |
| SFI Advisors, LLC | 143,956 | $725.5K | 0.56% | +9,979+7.4% | Added |
| 180 Wealth Advisors, LLC | 145,407 | $751.8K | 0.12% | +7,455+5.4% | Added |
| Commonwealth Equity Services, LLC | 159,801 | $805.0K | 0.00% | −15,125−8.6% | Reduced |
| Stifel Financial Corp | 168,188 | $847.6K | 0.00% | +8,947+5.6% | Added |
| Baird Financial Group, Inc. | 183,872 | $926.7K | 0.00% | −1,100−0.6% | Reduced |
| Cooper Financial Group | 208,365 | $1.05M | 0.15% | +6,043+3.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 235,732 | $1.19M | 0.33% | +17,717+8.1% | Added |
| Investment Partners Asset Management, Inc. | 249,496 | $1.26M | 1.12% | −9,471−3.7% | Reduced |
| NWF Advisory Services Inc. | 251,600 | $1.27M | 0.20% | −14,500−5.4% | Reduced |
| Royal Bank of Canada | 266,999 | $1.35M | 0.00% | +31,854+13.5% | Added |
| Roman Butler Fullerton & Co | 266,042 | $1.35M | 0.44% | +897+0.3% | Added |
| WealthTrust Axiom LLC | 293,205 | $1.48M | 0.49% | −6,182−2.1% | Reduced |
| Cetera Investment Advisers | 329,481 | $1.66M | 0.00% | −35,747−9.8% | Reduced |