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, Q3 2024
Institutional positions in Cbre Global Real Estate Income Fund as of Sep 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
- 107
- −1 vs. Q2 2024
- Shares held
- 34.3M
- +565.8K (+1.7%) vs. Q2 2024
- Total value
- $224.6M
- +$54.8M (+32.2%) vs. Q2 2024
- New holders
- 14
- 31 more added
- Sold out
- 15
- 39 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,524,992 | $75.7M | 0.01% | −795,154−6.5% | Reduced |
| UBS Group AG | 5,190,504 | $34.1M | 0.01% | +377,505+7.8% | Added |
| Penserra Capital Management LLC | 3,197,949 | $21.0M | 0.46% | +3,197,949 | New |
| Bank of America Corp | 2,183,774 | $14.3M | 0.00% | −340,146−13.5% | Reduced |
| Flagship Harbor Advisors, LLC | 1,585,307 | $10.4M | 0.57% | +27,271+1.8% | Added |
| Wells Fargo & Company | 1,411,052 | $9.27M | 0.00% | −44,172−3.0% | Reduced |
| LPL Financial LLC | 833,321 | $5.47M | 0.00% | +32,685+4.1% | Added |
| Ameriprise Financial Inc | 799,471 | $5.25M | 0.00% | −192,387−19.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 665,253 | $4.37M | 3.24% | +65,207+10.9% | Added |
| Advisors Asset Management, Inc. | 529,241 | $3.48M | 0.06% | −2,923−0.5% | Reduced |
| Sanctuary Advisors, LLC | 511,604 | $2.89M | 0.02% | −52,670−9.3% | Reduced |
| Advisor Group Holdings, Inc. | 420,495 | $2.76M | 0.01% | +43,487+11.5% | Added |
| WealthTrust Axiom LLC | 341,059 | $2.24M | 0.66% | +47,854+16.3% | Added |
| Royal Bank of Canada | 325,510 | $2.14M | 0.00% | +58,511+21.9% | Added |
| Cetera Investment Advisers | 318,393 | $2.09M | 0.00% | −11,088−3.4% | Reduced |
| Roman Butler Fullerton & Co | 268,060 | $1.64M | 0.49% | +2,018+0.8% | Added |
| NWF Advisory Services Inc. | 247,900 | $1.63M | 0.24% | −3,700−1.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 238,026 | $1.56M | 0.39% | +2,294+1.0% | Added |
| Cooper Financial Group | 214,886 | $1.41M | 0.18% | +6,521+3.1% | Added |
| Investment Partners Asset Management, Inc. | 192,363 | $1.26M | 1.04% | −57,133−22.9% | Reduced |
| Stifel Financial Corp | 178,860 | $1.18M | 0.00% | +10,672+6.3% | Added |
| Centaurus Financial, Inc. | 171,782 | $1.13M | 0.07% | +171,782 | New |
| Commonwealth Equity Services, LLC | 166,678 | $1.09M | 0.00% | +6,877+4.3% | Added |
| IHT Wealth Management, LLC | 164,574 | $1.07M | 0.03% | +65,539+66.2% | Added |
| J.W. Cole Advisors, Inc. | 158,741 | $1.04M | 0.04% | +83,538+111.1% | Added |
| 180 Wealth Advisors, LLC | 152,284 | $1.00M | 0.16% | +6,877+4.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,264 | $849.0K | 0.00% | +20,495+18.8% | Added |
| Rockefeller Capital Management L.P. | 125,328 | $823.4K | 0.00% | −4,222−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 104,439 | $686.2K | 0.00% | −7,897−7.0% | Reduced |
| Atomi Financial Group, Inc. | 103,362 | $679.1K | 0.04% | +1,416+1.4% | Added |
| Stolper Co | 99,298 | $652.0K | 0.21% | −3,356−3.3% | Reduced |
| Mariner, LLC | 91,769 | $602.9K | 0.00% | −13,356−12.7% | Reduced |
| Transcend Wealth Collective, LLC | 86,099 | $565.7K | 0.04% | −8,000−8.5% | Reduced |
| Samalin Investment Counsel, LLC | 83,169 | $546.4K | 0.24% | −33,144−28.5% | Reduced |
| Advisor OS, LLC | 77,260 | $507.6K | 0.05% | +36,611+90.1% | Added |
| RSM US Wealth Management LLC | 74,904 | $482.4K | 0.01% | −12,669−14.5% | Reduced |
| Moors & Cabot, Inc. | 70,639 | $464.1K | 0.02% | +1,309+1.9% | Added |
| Raymond James & Associates | 58,547 | $384.7K | 0.00% | −54,958−48.4% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $360.6K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 51,827 | $341.0K | 0.00% | −3,234−5.9% | Reduced |
| Janney Montgomery Scott LLC | 44,915 | $295.0K | 0.00% | +2,342+5.5% | Added |
| Clear Creek Financial Management, LLC | 43,500 | $285.8K | 0.03% | −5,500−11.2% | Reduced |
| US Bancorp | 39,978 | $262.7K | 0.00% | −2,943−6.9% | Reduced |
| Peapack Gladstone Financial Corp | 38,144 | $251.0K | 0.00% | −4,474−10.5% | Reduced |
| Quattro Financial Advisors LLC | 40,291 | $244.8K | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 37,139 | $244.0K | 0.00% | −146,733−79.8% | Reduced |
| HighTower Advisors, LLC | 36,903 | $244.0K | 0.00% | +2,000+5.7% | Added |
| The PNC Financial Services Group, Inc. | 36,462 | $239.6K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 35,249 | $231.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 35,028 | $230.1K | 0.00% | −4,603−11.6% | Reduced |
| Stephens Inc | 34,784 | $228.5K | 0.00% | −294−0.8% | Reduced |
| XTX Topco Ltd | 31,398 | $206.3K | 0.02% | +31,398 | New |
| Colony Group, LLC | 30,319 | $199.2K | 0.00% | +30,319 | New |
| Good Life Advisors, LLC | 28,484 | $187.1K | 0.01% | +14,242+100.0% | Added |
| JPMorgan Chase & Co | 27,600 | $181.3K | 0.00% | −5,505−16.6% | Reduced |
| Burney Co | 24,672 | $162.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23,269 | $152.9K | 0.00% | +23,269 | New |
| We Are One Seven, LLC | 21,920 | $144.0K | 0.01% | −9,770−30.8% | Reduced |
| Global Retirement Partners, LLC | 21,896 | $143.9K | 0.00% | −3,724−14.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21,806 | $143.3K | 0.02% | −9,140−29.5% | Reduced |
| Axxcess Wealth Management, LLC | 19,961 | $131.1K | 0.00% | −860−4.1% | Reduced |
| Level Four Advisory Services, LLC | 22,480 | $129.7K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,708 | $129.5K | 0.00% | +332+1.7% | Added |
| Atticus Wealth Management, LLC | 19,627 | $129.0K | 0.04% | −1,887−8.8% | Reduced |
| Alterna Wealth Management, Inc | 19,131 | $125.7K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,113 | $125.6K | 0.00% | −761−3.8% | Reduced |
| Sigma Planning Corp | 17,897 | $117.6K | 0.00% | +107+0.6% | Added |
| Occidental Asset Management, LLC | 17,592 | $115.6K | 0.02% | −1,267−6.7% | Reduced |
| Bank of New York Mellon Corp | 16,581 | $108.9K | 0.00% | +16,581 | New |
| Capital Investment Advisors, LLC | 16,239 | $106.7K | 0.00% | −884−5.2% | Reduced |
| Fiduciary Group LLC | 14,980 | $98.4K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,953 | $98.2K | 0.00% | −10,601−41.5% | Reduced |
| Nations Financial Group Inc, | 14,749 | $96.9K | 0.01% | +10+0.1% | Added |
| Holistic Financial Partners | 14,440 | $94.9K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,489 | $92.6K | 0.00% | −125−0.9% | Reduced |
| HRT Financial LP | 13,513 | $88.0K | 0.00% | +13,513 | New |
| Steward Partners Investment Advisory, LLC | 13,281 | $87.3K | 0.00% | +100+0.8% | Added |
| Heritage Wealth Management, Inc. | 13,147 | $86.4K | 0.08% | −1,877−12.5% | Reduced |
| Leo Wealth, LLC | 12,615 | $82.9K | 0.01% | +364+3.0% | Added |
| United Capital Financial Advisers, LLC | 12,447 | $81.8K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,801 | $71.0K | 0.01% | +10,801 | New |
| Ellis Investment Partners, LLC | 10,524 | $69.1K | 0.01% | +10,524 | New |
| Charter Oak Capital Management, LLC | 10,467 | $68.8K | 0.01% | +10,467 | New |
| Jane Street Group, LLC | 10,140 | $66.6K | 0.00% | +10,140 | New |
| Future Financial Wealth Managment LLC | 10,000 | $65.7K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 10,000 | $65.7K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,033 | $64.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,829 | $44.9K | 0.00% | +6,829 | New |
| CoreCap Advisors, LLC | 4,753 | $31.2K | 0.00% | +2,600+120.8% | Added |
| Wintrust Investments LLC | 4,781 | $31.0K | 0.02% | −43,240−90.0% | Reduced |
| CWM, LLC | 3,621 | $24.0K | 0.00% | +300+9.0% | Added |
| FinTrust Capital Advisors, LLC | 3,159 | $20.8K | 0.00% | +3,159 | New |
| Blume Capital Management, Inc. | 3,000 | $19.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $9.44K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $8.64K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $6.57K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 838 | $5.51K | 0.00% | +68+8.8% | Added |
| Tower Research Capital LLC (TRC) | 686 | $4.51K | 0.00% | +686 | New |