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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 115 | $744 | 0.00% | −247−68.2% | Reduced |
| Assetmark, Inc | 144 | $946 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 157 | $1.03K | 0.00% | +4+2.6% | Added |
| Addison Advisors LLC | 183 | $1.20K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 523 | $3.44K | 0.00% | −304−36.8% | Reduced |
| PSI Advisors, LLC | 600 | $3.94K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 686 | $4.51K | 0.00% | +686 | New |
| Principal Securities, Inc. | 838 | $5.51K | 0.00% | +68+8.8% | Added |
| Private Trust Co NA | 1,000 | $6.57K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $8.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $9.44K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $19.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,159 | $20.8K | 0.00% | +3,159 | New |
| CWM, LLC | 3,621 | $24.0K | 0.00% | +300+9.0% | Added |
| Wintrust Investments LLC | 4,781 | $31.0K | 0.02% | −43,240−90.0% | Reduced |
| CoreCap Advisors, LLC | 4,753 | $31.2K | 0.00% | +2,600+120.8% | Added |
| Geneos Wealth Management Inc. | 6,829 | $44.9K | 0.00% | +6,829 | New |
| Mercer Global Advisors Inc | 10,033 | $64.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jane Street Group, LLC | 10,140 | $66.6K | 0.00% | +10,140 | New |
| Charter Oak Capital Management, LLC | 10,467 | $68.8K | 0.01% | +10,467 | New |
| Ellis Investment Partners, LLC | 10,524 | $69.1K | 0.01% | +10,524 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,801 | $71.0K | 0.01% | +10,801 | New |
| United Capital Financial Advisers, LLC | 12,447 | $81.8K | 0.00% | 00.0% | Unchanged |
| Leo Wealth, LLC | 12,615 | $82.9K | 0.01% | +364+3.0% | Added |
| Heritage Wealth Management, Inc. | 13,147 | $86.4K | 0.08% | −1,877−12.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,281 | $87.3K | 0.00% | +100+0.8% | Added |
| HRT Financial LP | 13,513 | $88.0K | 0.00% | +13,513 | New |
| National Asset Management, Inc. | 14,489 | $92.6K | 0.00% | −125−0.9% | Reduced |
| Holistic Financial Partners | 14,440 | $94.9K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,749 | $96.9K | 0.01% | +10+0.1% | Added |
| Private Advisor Group, LLC | 14,953 | $98.2K | 0.00% | −10,601−41.5% | Reduced |
| Fiduciary Group LLC | 14,980 | $98.4K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,239 | $106.7K | 0.00% | −884−5.2% | Reduced |
| Bank of New York Mellon Corp | 16,581 | $108.9K | 0.00% | +16,581 | New |
| Occidental Asset Management, LLC | 17,592 | $115.6K | 0.02% | −1,267−6.7% | Reduced |
| Sigma Planning Corp | 17,897 | $117.6K | 0.00% | +107+0.6% | Added |
| GWM Advisors LLC | 19,113 | $125.6K | 0.00% | −761−3.8% | Reduced |
| Alterna Wealth Management, Inc | 19,131 | $125.7K | 0.11% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 19,627 | $129.0K | 0.04% | −1,887−8.8% | Reduced |
| Merit Financial Group, LLC | 19,708 | $129.5K | 0.00% | +332+1.7% | Added |
| Level Four Advisory Services, LLC | 22,480 | $129.7K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 19,961 | $131.1K | 0.00% | −860−4.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21,806 | $143.3K | 0.02% | −9,140−29.5% | Reduced |
| Global Retirement Partners, LLC | 21,896 | $143.9K | 0.00% | −3,724−14.5% | Reduced |
| We Are One Seven, LLC | 21,920 | $144.0K | 0.01% | −9,770−30.8% | Reduced |
| Harbour Investments, Inc. | 23,269 | $152.9K | 0.00% | +23,269 | New |
| Burney Co | 24,672 | $162.1K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 27,600 | $181.3K | 0.00% | −5,505−16.6% | Reduced |
| Good Life Advisors, LLC | 28,484 | $187.1K | 0.01% | +14,242+100.0% | Added |
| Colony Group, LLC | 30,319 | $199.2K | 0.00% | +30,319 | New |
| XTX Topco Ltd | 31,398 | $206.3K | 0.02% | +31,398 | New |
| Stephens Inc | 34,784 | $228.5K | 0.00% | −294−0.8% | Reduced |
| Comerica Bank | 35,028 | $230.1K | 0.00% | −4,603−11.6% | Reduced |
| EP Wealth Advisors, LLC | 35,249 | $231.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 36,462 | $239.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 36,903 | $244.0K | 0.00% | +2,000+5.7% | Added |
| Baird Financial Group, Inc. | 37,139 | $244.0K | 0.00% | −146,733−79.8% | Reduced |
| Quattro Financial Advisors LLC | 40,291 | $244.8K | 0.07% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 38,144 | $251.0K | 0.00% | −4,474−10.5% | Reduced |
| US Bancorp | 39,978 | $262.7K | 0.00% | −2,943−6.9% | Reduced |
| Clear Creek Financial Management, LLC | 43,500 | $285.8K | 0.03% | −5,500−11.2% | Reduced |
| Janney Montgomery Scott LLC | 44,915 | $295.0K | 0.00% | +2,342+5.5% | Added |
| Park Avenue Securities LLC | 51,827 | $341.0K | 0.00% | −3,234−5.9% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $360.6K | 0.06% | 00.0% | Unchanged |
| Raymond James & Associates | 58,547 | $384.7K | 0.00% | −54,958−48.4% | Reduced |
| Moors & Cabot, Inc. | 70,639 | $464.1K | 0.02% | +1,309+1.9% | Added |
| RSM US Wealth Management LLC | 74,904 | $482.4K | 0.01% | −12,669−14.5% | Reduced |
| Advisor OS, LLC | 77,260 | $507.6K | 0.05% | +36,611+90.1% | Added |
| Samalin Investment Counsel, LLC | 83,169 | $546.4K | 0.24% | −33,144−28.5% | Reduced |
| Transcend Wealth Collective, LLC | 86,099 | $565.7K | 0.04% | −8,000−8.5% | Reduced |
| Mariner, LLC | 91,769 | $602.9K | 0.00% | −13,356−12.7% | Reduced |
| Stolper Co | 99,298 | $652.0K | 0.21% | −3,356−3.3% | Reduced |
| Atomi Financial Group, Inc. | 103,362 | $679.1K | 0.04% | +1,416+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 104,439 | $686.2K | 0.00% | −7,897−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 125,328 | $823.4K | 0.00% | −4,222−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 129,264 | $849.0K | 0.00% | +20,495+18.8% | Added |
| 180 Wealth Advisors, LLC | 152,284 | $1.00M | 0.16% | +6,877+4.7% | Added |
| J.W. Cole Advisors, Inc. | 158,741 | $1.04M | 0.04% | +83,538+111.1% | Added |
| IHT Wealth Management, LLC | 164,574 | $1.07M | 0.03% | +65,539+66.2% | Added |
| Commonwealth Equity Services, LLC | 166,678 | $1.09M | 0.00% | +6,877+4.3% | Added |
| Centaurus Financial, Inc. | 171,782 | $1.13M | 0.07% | +171,782 | New |
| Stifel Financial Corp | 178,860 | $1.18M | 0.00% | +10,672+6.3% | Added |
| Investment Partners Asset Management, Inc. | 192,363 | $1.26M | 1.04% | −57,133−22.9% | Reduced |
| Cooper Financial Group | 214,886 | $1.41M | 0.18% | +6,521+3.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 238,026 | $1.56M | 0.39% | +2,294+1.0% | Added |
| NWF Advisory Services Inc. | 247,900 | $1.63M | 0.24% | −3,700−1.5% | Reduced |
| Roman Butler Fullerton & Co | 268,060 | $1.64M | 0.49% | +2,018+0.8% | Added |
| Cetera Investment Advisers | 318,393 | $2.09M | 0.00% | −11,088−3.4% | Reduced |
| Royal Bank of Canada | 325,510 | $2.14M | 0.00% | +58,511+21.9% | Added |
| WealthTrust Axiom LLC | 341,059 | $2.24M | 0.66% | +47,854+16.3% | Added |
| Advisor Group Holdings, Inc. | 420,495 | $2.76M | 0.01% | +43,487+11.5% | Added |
| Sanctuary Advisors, LLC | 511,604 | $2.89M | 0.02% | −52,670−9.3% | Reduced |
| Advisors Asset Management, Inc. | 529,241 | $3.48M | 0.06% | −2,923−0.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 665,253 | $4.37M | 3.24% | +65,207+10.9% | Added |
| Ameriprise Financial Inc | 799,471 | $5.25M | 0.00% | −192,387−19.4% | Reduced |