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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 100,318 | $482.5K | 0.02% | −3,044−2.9% | Reduced |
| Wolverine Asset Management LLC | 105,386 | $506.9K | 0.01% | +105,386 | New |
| Readystate Asset Management LP | 110,361 | $530.8K | 0.02% | +110,361 | New |
| SFI Advisors, LLC | 118,763 | $571.3K | 0.40% | +118,763 | New |
| Rockefeller Capital Management L.P. | 124,806 | $600.3K | 0.00% | −522−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 141,098 | $679.0K | 0.00% | −25,580−15.3% | Reduced |
| Jane Street Group, LLC | 153,760 | $739.6K | 0.00% | +143,620+1,416.4% | Added |
| 180 Wealth Advisors, LLC | 157,171 | $756.0K | 0.12% | +4,887+3.2% | Added |
| Raymond James Financial Inc | 163,477 | $786.3K | 0.00% | +163,477 | New |
| Shaker Financial Services, LLC | 166,795 | $802.3K | 0.31% | +166,795 | New |
| Centaurus Financial, Inc. | 189,553 | $912.0K | 0.06% | +17,771+10.3% | Added |
| Investment Partners Asset Management, Inc. | 189,621 | $912.1K | 0.72% | −2,742−1.4% | Reduced |
| Stifel Financial Corp | 191,004 | $918.7K | 0.00% | +12,144+6.8% | Added |
| Cooper Financial Group | 221,544 | $1.07M | 0.13% | +6,658+3.1% | Added |
| J.W. Cole Advisors, Inc. | 226,895 | $1.09M | 0.04% | +68,154+42.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 227,268 | $1.09M | 0.32% | +227,268 | New |
| Marex Group plc | 232,543 | $1.12M | 0.02% | +232,543 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 250,261 | $1.20M | 0.30% | +12,235+5.1% | Added |
| Roman Butler Fullerton & Co | 246,225 | $1.28M | 0.41% | −21,835−8.1% | Reduced |
| Cetera Investment Advisers | 309,639 | $1.49M | 0.00% | −8,754−2.7% | Reduced |
| Royal Bank of Canada | 309,921 | $1.49M | 0.00% | −15,589−4.8% | Reduced |
| WealthTrust Axiom LLC | 337,981 | $1.63M | 0.48% | −3,078−0.9% | Reduced |
| Advisors Asset Management, Inc. | 506,079 | $2.43M | 0.04% | −23,162−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 508,619 | $2.45M | 0.01% | +88,124+21.0% | Added |
| Sanctuary Advisors, LLC | 604,482 | $3.13M | 0.02% | +92,878+18.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 694,341 | $3.34M | 2.32% | +29,088+4.4% | Added |
| LPL Financial LLC | 779,076 | $3.75M | 0.00% | −54,245−6.5% | Reduced |
| Ameriprise Financial Inc | 856,486 | $4.11M | 0.00% | +57,015+7.1% | Added |
| Flagship Harbor Advisors, LLC | 1,210,353 | $5.82M | 0.31% | −374,954−23.7% | Reduced |
| Wells Fargo & Company | 1,349,781 | $6.49M | 0.00% | −61,271−4.3% | Reduced |
| Bank of America Corp | 1,994,360 | $9.59M | 0.00% | −189,414−8.7% | Reduced |
| Penserra Capital Management LLC | 3,428,958 | $16.5M | 0.30% | +231,009+7.2% | Added |
| UBS Group AG | 5,243,941 | $25.2M | 0.01% | +53,437+1.0% | Added |
| Morgan Stanley | 11,011,344 | $53.0M | 0.00% | −513,648−4.5% | Reduced |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −247,900−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −77,260−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −21,806−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −10,801−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −10,524−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −10,467−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |