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, Q4 2024
Institutional positions in Cbre Global Real Estate Income Fund as of Dec 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
- 134
- +30 vs. Q3 2024
- Shares held
- 34.8M
- +687.7K (+2.0%) vs. Q3 2024
- Total value
- $167.8M
- −$55.8M (−24.9%) vs. Q3 2024
- New holders
- 38
- 34 more added
- Sold out
- 8
- 40 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,011,344 | $53.0M | 0.00% | −513,648−4.5% | Reduced |
| UBS Group AG | 5,243,941 | $25.2M | 0.01% | +53,437+1.0% | Added |
| Penserra Capital Management LLC | 3,428,958 | $16.5M | 0.30% | +231,009+7.2% | Added |
| Bank of America Corp | 1,994,360 | $9.59M | 0.00% | −189,414−8.7% | Reduced |
| Wells Fargo & Company | 1,349,781 | $6.49M | 0.00% | −61,271−4.3% | Reduced |
| Flagship Harbor Advisors, LLC | 1,210,353 | $5.82M | 0.31% | −374,954−23.7% | Reduced |
| Ameriprise Financial Inc | 856,486 | $4.11M | 0.00% | +57,015+7.1% | Added |
| LPL Financial LLC | 779,076 | $3.75M | 0.00% | −54,245−6.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 694,341 | $3.34M | 2.32% | +29,088+4.4% | Added |
| Sanctuary Advisors, LLC | 604,482 | $3.13M | 0.02% | +92,878+18.2% | Added |
| Advisor Group Holdings, Inc. | 508,619 | $2.45M | 0.01% | +88,124+21.0% | Added |
| Advisors Asset Management, Inc. | 506,079 | $2.43M | 0.04% | −23,162−4.4% | Reduced |
| WealthTrust Axiom LLC | 337,981 | $1.63M | 0.48% | −3,078−0.9% | Reduced |
| Royal Bank of Canada | 309,921 | $1.49M | 0.00% | −15,589−4.8% | Reduced |
| Cetera Investment Advisers | 309,639 | $1.49M | 0.00% | −8,754−2.7% | Reduced |
| Roman Butler Fullerton & Co | 246,225 | $1.28M | 0.41% | −21,835−8.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 250,261 | $1.20M | 0.30% | +12,235+5.1% | Added |
| Marex Group plc | 232,543 | $1.12M | 0.02% | +232,543 | New |
| Prevail Innovative Wealth Advisors, LLC | 227,268 | $1.09M | 0.32% | +227,268 | New |
| J.W. Cole Advisors, Inc. | 226,895 | $1.09M | 0.04% | +68,154+42.9% | Added |
| Cooper Financial Group | 221,544 | $1.07M | 0.13% | +6,658+3.1% | Added |
| Stifel Financial Corp | 191,004 | $918.7K | 0.00% | +12,144+6.8% | Added |
| Investment Partners Asset Management, Inc. | 189,621 | $912.1K | 0.72% | −2,742−1.4% | Reduced |
| Centaurus Financial, Inc. | 189,553 | $912.0K | 0.06% | +17,771+10.3% | Added |
| Shaker Financial Services, LLC | 166,795 | $802.3K | 0.31% | +166,795 | New |
| Raymond James Financial Inc | 163,477 | $786.3K | 0.00% | +163,477 | New |
| 180 Wealth Advisors, LLC | 157,171 | $756.0K | 0.12% | +4,887+3.2% | Added |
| Jane Street Group, LLC | 153,760 | $739.6K | 0.00% | +143,620+1,416.4% | Added |
| Commonwealth Equity Services, LLC | 141,098 | $679.0K | 0.00% | −25,580−15.3% | Reduced |
| Rockefeller Capital Management L.P. | 124,806 | $600.3K | 0.00% | −522−0.4% | Reduced |
| SFI Advisors, LLC | 118,763 | $571.3K | 0.40% | +118,763 | New |
| Readystate Asset Management LP | 110,361 | $530.8K | 0.02% | +110,361 | New |
| Wolverine Asset Management LLC | 105,386 | $506.9K | 0.01% | +105,386 | New |
| Atomi Financial Group, Inc. | 100,318 | $482.5K | 0.02% | −3,044−2.9% | Reduced |
| IHT Wealth Management, LLC | 98,287 | $472.8K | 0.02% | −66,287−40.3% | Reduced |
| Stolper Co | 96,598 | $465.0K | 0.15% | −2,700−2.7% | Reduced |
| Landscape Capital Management, L.L.C. | 91,609 | $440.6K | 0.05% | +91,609 | New |
| Mariner, LLC | 86,441 | $415.8K | 0.00% | −5,328−5.8% | Reduced |
| Comerica Bank | 85,664 | $412.0K | 0.00% | +50,636+144.6% | Added |
| Samalin Investment Counsel, LLC | 83,635 | $402.3K | 0.17% | +466+0.6% | Added |
| RSM US Wealth Management LLC | 77,897 | $379.1K | 0.01% | +2,993+4.0% | Added |
| Moors & Cabot, Inc. | 72,173 | $347.2K | 0.02% | +1,534+2.2% | Added |
| XTX Topco Ltd | 67,403 | $324.2K | 0.03% | +36,005+114.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 65,328 | $314.2K | 0.00% | +65,328 | New |
| Susquehanna International Group, LLP | 61,418 | $295.4K | 0.00% | +61,418 | New |
| Live Oak Private Wealth LLC | 54,884 | $264.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 54,164 | $261.0K | 0.00% | −75,100−58.1% | Reduced |
| HRT Financial LP | 53,497 | $257.0K | 0.00% | +39,984+295.9% | Added |
| Park Avenue Securities LLC | 52,547 | $253.0K | 0.00% | +720+1.4% | Added |
| Janney Montgomery Scott LLC | 50,868 | $245.0K | 0.00% | +5,953+13.3% | Added |
| Cornerstone Advisors, LLC | 50,121 | $241.1K | 0.01% | +50,121 | New |
| Transcend Wealth Collective, LLC | 48,799 | $234.7K | 0.02% | −37,300−43.3% | Reduced |
| Alteri Wealth LLC | 48,377 | $232.7K | 0.06% | +48,377 | New |
| Quattro Financial Advisors LLC | 40,291 | $208.3K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 38,978 | $187.5K | 0.00% | −1,000−2.5% | Reduced |
| Colony Group, LLC | 38,162 | $183.6K | 0.00% | +7,843+25.9% | Added |
| Guggenheim Capital LLC | 37,000 | $178.0K | 0.00% | +37,000 | New |
| Baird Financial Group, Inc. | 36,511 | $175.6K | 0.00% | −628−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 36,462 | $175.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 36,203 | $174.1K | 0.00% | −700−1.9% | Reduced |
| EP Wealth Advisors, LLC | 35,249 | $169.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 30,100 | $155.9K | 0.07% | +30,100 | New |
| Peapack Gladstone Financial Corp | 31,037 | $149.0K | 0.00% | −7,107−18.6% | Reduced |
| Burney Co | 24,649 | $118.6K | 0.00% | −23−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 24,600 | $118.3K | 0.00% | +24,600 | New |
| Level Four Advisory Services, LLC | 22,480 | $108.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 22,281 | $107.2K | 0.00% | +385+1.8% | Added |
| Harbour Investments, Inc. | 21,813 | $104.9K | 0.00% | −1,456−6.3% | Reduced |
| We Are One Seven, LLC | 21,311 | $102.5K | 0.00% | −609−2.8% | Reduced |
| JPMorgan Chase & Co | 21,000 | $101.0K | 0.00% | −6,600−23.9% | Reduced |
| National Asset Management, Inc. | 20,814 | $100.1K | 0.00% | +6,325+43.7% | Added |
| Merit Financial Group, LLC | 20,231 | $97.3K | 0.00% | +523+2.7% | Added |
| Alterna Wealth Management, Inc | 20,170 | $97.0K | 0.08% | +1,039+5.4% | Added |
| Axxcess Wealth Management, LLC | 20,095 | $96.7K | 0.00% | +134+0.7% | Added |
| GWM Advisors LLC | 19,113 | $91.9K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 18,798 | $90.4K | 0.00% | +901+5.0% | Added |
| Occidental Asset Management, LLC | 18,411 | $88.6K | 0.01% | +819+4.7% | Added |
| Stephens Inc | 17,431 | $83.8K | 0.00% | −17,353−49.9% | Reduced |
| Bank of New York Mellon Corp | 16,402 | $78.9K | 0.00% | −179−1.1% | Reduced |
| Two Sigma Securities, LLC | 15,392 | $74.0K | 0.01% | +15,392 | New |
| Fiduciary Group LLC | 14,980 | $72.1K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,953 | $71.9K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,643 | $70.4K | 0.00% | −1,596−9.8% | Reduced |
| Holistic Financial Partners | 14,440 | $69.5K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,436 | $69.4K | 0.01% | −313−2.1% | Reduced |
| One Capital Management, LLC | 14,382 | $69.2K | 0.00% | +14,382 | New |
| Good Life Advisors, LLC | 14,242 | $68.5K | 0.00% | −14,242−50.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 14,132 | $68.0K | 0.01% | +14,132 | New |
| Elequin Capital LP | 13,086 | $62.9K | 0.01% | +13,086 | New |
| Leo Wealth, LLC | 13,037 | $62.7K | 0.01% | +422+3.3% | Added |
| Clear Creek Financial Management, LLC | 13,000 | $62.5K | 0.01% | −30,500−70.1% | Reduced |
| Heritage Wealth Management, Inc. | 12,632 | $60.8K | 0.05% | −515−3.9% | Reduced |
| Leavell Investment Management, Inc. | 12,500 | $60.1K | 0.00% | +2,500+25.0% | Added |
| Mercer Global Advisors Inc | 12,196 | $58.7K | 0.00% | +2,163+21.6% | Added |
| Walleye Capital LLC | 12,000 | $57.7K | 0.00% | +12,000 | New |
| SeaCrest Wealth Management, LLC | 11,255 | $54.1K | 0.01% | +11,255 | New |
| Steward Partners Investment Advisory, LLC | 11,081 | $53.3K | 0.00% | −2,200−16.6% | Reduced |
| United Capital Financial Advisers, LLC | 10,447 | $50.3K | 0.00% | −2,000−16.1% | Reduced |
| WPG Advisers, LLC | 10,429 | $50.2K | 0.05% | +10,429 | New |
| Centurion Wealth Management LLC | 10,295 | $49.5K | 0.02% | +10,295 | New |