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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 10,216 | $49.1K | 0.00% | +10,216 | New |
| Future Financial Wealth Managment LLC | 10,000 | $48.1K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9,409 | $45.3K | 0.01% | −10,218−52.1% | Reduced |
| Medallion Wealth Advisors, LLC | 8,360 | $43.1K | 0.02% | +8,360 | New |
| Nova Wealth Management, Inc. | 7,897 | $38.0K | 0.03% | +7,897 | New |
| Geneos Wealth Management Inc. | 7,103 | $34.2K | 0.00% | +274+4.0% | Added |
| Larson Financial Group LLC | 5,000 | $24.1K | 0.00% | +5,000 | New |
| Wintrust Investments LLC | 3,732 | $18.0K | 0.02% | −1,049−21.9% | Reduced |
| CWM, LLC | 3,621 | $17.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 2,823 | $13.6K | 0.00% | +2,823 | New |
| Aventura Private Wealth, LLC | 2,208 | $10.6K | 0.01% | +2,208 | New |
| CoreCap Advisors, LLC | 2,153 | $10.4K | 0.00% | −2,600−54.7% | Reduced |
| National Bank of Canada | 1,787 | $8.60K | 0.00% | +1,787 | New |
| TSFG, LLC | 1,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,436 | $6.91K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $6.33K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.80K | 0.00% | – | New |
| Hazlett, Burt & Watson, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $4.81K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 900 | $4.33K | 0.00% | +900 | New |
| Principal Securities, Inc. | 838 | $4.03K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 523 | $2.52K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 500 | $2.40K | 0.00% | +500 | New |
| Jones Financial Companies LLLP | 276 | $1.33K | 0.00% | +276 | New |
| MAI Capital Management | 267 | $1.28K | 0.00% | +267 | New |
| Decker Retirement Planning Inc. | 246 | $1.18K | 0.00% | +246 | New |
| SOA Wealth Advisors, LLC. | 162 | $780 | 0.00% | +5+3.2% | Added |
| Assetmark, Inc | 144 | $693 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 115 | $553 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 61 | $294 | 0.00% | −122−66.7% | Reduced |
| Allworth Financial LP | 34 | $176 | 0.00% | +34 | New |
| Citigroup Inc | 2 | $10 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $5 | 0.00% | +1 | New |
| 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 |