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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $5 | 0.00% | +1 | New |
| Citigroup Inc | 2 | $10 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 34 | $176 | 0.00% | +34 | New |
| Addison Advisors LLC | 61 | $294 | 0.00% | −122−66.7% | Reduced |
| Coppell Advisory Solutions LLC | 115 | $553 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 144 | $693 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 162 | $780 | 0.00% | +5+3.2% | Added |
| Decker Retirement Planning Inc. | 246 | $1.18K | 0.00% | +246 | New |
| MAI Capital Management | 267 | $1.28K | 0.00% | +267 | New |
| Jones Financial Companies LLLP | 276 | $1.33K | 0.00% | +276 | New |
| BlackRock, Inc. | 500 | $2.40K | 0.00% | +500 | New |
| Spire Wealth Management | 523 | $2.52K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 838 | $4.03K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 900 | $4.33K | 0.00% | +900 | New |
| Private Trust Co NA | 1,000 | $4.81K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.80K | 0.00% | – | New |
| Creative Financial Designs Inc | 1,315 | $6.33K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $6.91K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,787 | $8.60K | 0.00% | +1,787 | New |
| CoreCap Advisors, LLC | 2,153 | $10.4K | 0.00% | −2,600−54.7% | Reduced |
| Aventura Private Wealth, LLC | 2,208 | $10.6K | 0.01% | +2,208 | New |
| Evelyn Partners Asset Management Ltd | 2,823 | $13.6K | 0.00% | +2,823 | New |
| Blume Capital Management, Inc. | 3,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,621 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,732 | $18.0K | 0.02% | −1,049−21.9% | Reduced |
| Larson Financial Group LLC | 5,000 | $24.1K | 0.00% | +5,000 | New |
| Geneos Wealth Management Inc. | 7,103 | $34.2K | 0.00% | +274+4.0% | Added |
| Nova Wealth Management, Inc. | 7,897 | $38.0K | 0.03% | +7,897 | New |
| Medallion Wealth Advisors, LLC | 8,360 | $43.1K | 0.02% | +8,360 | New |
| Atticus Wealth Management, LLC | 9,409 | $45.3K | 0.01% | −10,218−52.1% | Reduced |
| Future Financial Wealth Managment LLC | 10,000 | $48.1K | 0.04% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,216 | $49.1K | 0.00% | +10,216 | New |
| Centurion Wealth Management LLC | 10,295 | $49.5K | 0.02% | +10,295 | New |
| WPG Advisers, LLC | 10,429 | $50.2K | 0.05% | +10,429 | New |
| United Capital Financial Advisers, LLC | 10,447 | $50.3K | 0.00% | −2,000−16.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,081 | $53.3K | 0.00% | −2,200−16.6% | Reduced |
| SeaCrest Wealth Management, LLC | 11,255 | $54.1K | 0.01% | +11,255 | New |
| Walleye Capital LLC | 12,000 | $57.7K | 0.00% | +12,000 | New |
| Mercer Global Advisors Inc | 12,196 | $58.7K | 0.00% | +2,163+21.6% | Added |
| Leavell Investment Management, Inc. | 12,500 | $60.1K | 0.00% | +2,500+25.0% | Added |
| Heritage Wealth Management, Inc. | 12,632 | $60.8K | 0.05% | −515−3.9% | Reduced |
| Clear Creek Financial Management, LLC | 13,000 | $62.5K | 0.01% | −30,500−70.1% | Reduced |
| Leo Wealth, LLC | 13,037 | $62.7K | 0.01% | +422+3.3% | Added |
| Elequin Capital LP | 13,086 | $62.9K | 0.01% | +13,086 | New |
| Walkner Condon Financial Advisors LLC | 14,132 | $68.0K | 0.01% | +14,132 | New |
| Good Life Advisors, LLC | 14,242 | $68.5K | 0.00% | −14,242−50.0% | Reduced |
| One Capital Management, LLC | 14,382 | $69.2K | 0.00% | +14,382 | New |
| Nations Financial Group Inc, | 14,436 | $69.4K | 0.01% | −313−2.1% | Reduced |
| Holistic Financial Partners | 14,440 | $69.5K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,643 | $70.4K | 0.00% | −1,596−9.8% | Reduced |
| Private Advisor Group, LLC | 14,953 | $71.9K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 14,980 | $72.1K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,392 | $74.0K | 0.01% | +15,392 | New |
| Bank of New York Mellon Corp | 16,402 | $78.9K | 0.00% | −179−1.1% | Reduced |
| Stephens Inc | 17,431 | $83.8K | 0.00% | −17,353−49.9% | Reduced |
| Occidental Asset Management, LLC | 18,411 | $88.6K | 0.01% | +819+4.7% | Added |
| Sigma Planning Corp | 18,798 | $90.4K | 0.00% | +901+5.0% | Added |
| GWM Advisors LLC | 19,113 | $91.9K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 20,095 | $96.7K | 0.00% | +134+0.7% | Added |
| Alterna Wealth Management, Inc | 20,170 | $97.0K | 0.08% | +1,039+5.4% | Added |
| Merit Financial Group, LLC | 20,231 | $97.3K | 0.00% | +523+2.7% | Added |
| National Asset Management, Inc. | 20,814 | $100.1K | 0.00% | +6,325+43.7% | Added |
| JPMorgan Chase & Co | 21,000 | $101.0K | 0.00% | −6,600−23.9% | Reduced |
| We Are One Seven, LLC | 21,311 | $102.5K | 0.00% | −609−2.8% | Reduced |
| Harbour Investments, Inc. | 21,813 | $104.9K | 0.00% | −1,456−6.3% | Reduced |
| Global Retirement Partners, LLC | 22,281 | $107.2K | 0.00% | +385+1.8% | Added |
| Level Four Advisory Services, LLC | 22,480 | $108.1K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 24,600 | $118.3K | 0.00% | +24,600 | New |
| Burney Co | 24,649 | $118.6K | 0.00% | −23−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 31,037 | $149.0K | 0.00% | −7,107−18.6% | Reduced |
| Ameriflex Group, Inc. | 30,100 | $155.9K | 0.07% | +30,100 | New |
| EP Wealth Advisors, LLC | 35,249 | $169.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 36,203 | $174.1K | 0.00% | −700−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 36,462 | $175.4K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 36,511 | $175.6K | 0.00% | −628−1.7% | Reduced |
| Guggenheim Capital LLC | 37,000 | $178.0K | 0.00% | +37,000 | New |
| Colony Group, LLC | 38,162 | $183.6K | 0.00% | +7,843+25.9% | Added |
| US Bancorp | 38,978 | $187.5K | 0.00% | −1,000−2.5% | Reduced |
| Quattro Financial Advisors LLC | 40,291 | $208.3K | 0.05% | 00.0% | Unchanged |
| Alteri Wealth LLC | 48,377 | $232.7K | 0.06% | +48,377 | New |
| Transcend Wealth Collective, LLC | 48,799 | $234.7K | 0.02% | −37,300−43.3% | Reduced |
| Cornerstone Advisors, LLC | 50,121 | $241.1K | 0.01% | +50,121 | New |
| Janney Montgomery Scott LLC | 50,868 | $245.0K | 0.00% | +5,953+13.3% | Added |
| Park Avenue Securities LLC | 52,547 | $253.0K | 0.00% | +720+1.4% | Added |
| HRT Financial LP | 53,497 | $257.0K | 0.00% | +39,984+295.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,164 | $261.0K | 0.00% | −75,100−58.1% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $264.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 61,418 | $295.4K | 0.00% | +61,418 | New |
| Wealth Enhancement Advisory Services, LLC | 65,328 | $314.2K | 0.00% | +65,328 | New |
| XTX Topco Ltd | 67,403 | $324.2K | 0.03% | +36,005+114.7% | Added |
| Moors & Cabot, Inc. | 72,173 | $347.2K | 0.02% | +1,534+2.2% | Added |
| RSM US Wealth Management LLC | 77,897 | $379.1K | 0.01% | +2,993+4.0% | Added |
| Samalin Investment Counsel, LLC | 83,635 | $402.3K | 0.17% | +466+0.6% | Added |
| Comerica Bank | 85,664 | $412.0K | 0.00% | +50,636+144.6% | Added |
| Mariner, LLC | 86,441 | $415.8K | 0.00% | −5,328−5.8% | Reduced |
| Landscape Capital Management, L.L.C. | 91,609 | $440.6K | 0.05% | +91,609 | New |
| Stolper Co | 96,598 | $465.0K | 0.15% | −2,700−2.7% | Reduced |
| IHT Wealth Management, LLC | 98,287 | $472.8K | 0.02% | −66,287−40.3% | Reduced |