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, Q1 2025
Institutional positions in Cbre Global Real Estate Income Fund as of Mar 31, 2025. 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
- 118
- −14 vs. Q4 2024
- Shares held
- 35.8M
- +988.8K (+2.8%) vs. Q4 2024
- Total value
- $184.5M
- +$16.8M (+10.0%) vs. Q4 2024
- New holders
- 11
- 49 more added
- Sold out
- 25
- 25 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,496,235 | $59.3M | 0.00% | +484,891+4.4% | Added |
| UBS Group AG | 5,351,671 | $27.6M | 0.01% | +107,730+2.1% | Added |
| Penserra Capital Management LLC | 3,587,307 | $18.5M | 0.33% | +158,349+4.6% | Added |
| Flagship Harbor Advisors, LLC | 1,854,282 | $9.57M | 0.50% | +643,929+53.2% | Added |
| Bank of America Corp | 1,842,648 | $9.51M | 0.00% | −151,712−7.6% | Reduced |
| Wells Fargo & Company | 1,539,463 | $7.94M | 0.00% | +189,682+14.1% | Added |
| Ameriprise Financial Inc | 897,855 | $4.63M | 0.00% | +41,369+4.8% | Added |
| LPL Financial LLC | 848,820 | $4.38M | 0.00% | +69,744+9.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 706,141 | $3.64M | 2.71% | +11,800+1.7% | Added |
| Sanctuary Advisors, LLC | 535,455 | $2.76M | 0.02% | −69,027−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 486,408 | $2.51M | 0.01% | −22,211−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 419,972 | $2.17M | 0.07% | +193,077+85.1% | Added |
| Royal Bank of Canada | 365,245 | $1.89M | 0.00% | +55,324+17.9% | Added |
| WealthTrust Axiom LLC | 352,192 | $1.82M | 0.55% | +14,211+4.2% | Added |
| Cetera Investment Advisers | 346,267 | $1.79M | 0.00% | +36,628+11.8% | Added |
| Advisors Asset Management, Inc. | 310,217 | $1.60M | 0.03% | −195,862−38.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 283,880 | $1.46M | 0.39% | +56,612+24.9% | Added |
| NWF Advisory Services Inc. | 276,100 | $1.42M | 0.20% | +276,100 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 268,674 | $1.39M | 0.33% | +18,413+7.4% | Added |
| Centaurus Financial, Inc. | 241,121 | $1.24M | 0.08% | +51,568+27.2% | Added |
| Roman Butler Fullerton & Co | 254,532 | $1.20M | 0.47% | +8,307+3.4% | Added |
| Cooper Financial Group | 228,912 | $1.18M | 0.16% | +7,368+3.3% | Added |
| Stifel Financial Corp | 220,806 | $1.14M | 0.00% | +29,802+15.6% | Added |
| Investment Partners Asset Management, Inc. | 173,392 | $894.7K | 0.70% | −16,229−8.6% | Reduced |
| 180 Wealth Advisors, LLC | 166,071 | $853.6K | 0.14% | +8,900+5.7% | Added |
| Raymond James Financial Inc | 155,434 | $802.0K | 0.00% | −8,043−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 149,122 | $769.5K | 0.00% | +24,316+19.5% | Added |
| Commonwealth Equity Services, LLC | 132,723 | $685.0K | 0.00% | −8,375−5.9% | Reduced |
| Atomi Financial Group, Inc. | 101,489 | $523.7K | 0.02% | +1,171+1.2% | Added |
| IHT Wealth Management, LLC | 98,434 | $507.9K | 0.02% | +147+0.1% | Added |
| Stolper Co | 97,791 | $505.0K | 0.17% | +1,193+1.2% | Added |
| Samalin Investment Counsel, LLC | 88,243 | $455.3K | 0.18% | +4,608+5.5% | Added |
| RSM US Wealth Management LLC | 84,981 | $438.5K | 0.01% | +7,084+9.1% | Added |
| Mariner, LLC | 82,448 | $425.4K | 0.00% | −3,993−4.6% | Reduced |
| Moors & Cabot, Inc. | 71,342 | $368.1K | 0.02% | −831−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 67,547 | $348.5K | 0.00% | +2,219+3.4% | Added |
| Baird Financial Group, Inc. | 66,452 | $342.9K | 0.00% | +29,941+82.0% | Added |
| Guggenheim Capital LLC | 65,778 | $339.4K | 0.00% | +28,778+77.8% | Added |
| Merit Financial Group, LLC | 58,852 | $303.7K | 0.00% | +38,621+190.9% | Added |
| Transcend Wealth Collective, LLC | 54,999 | $283.8K | 0.02% | +6,200+12.7% | Added |
| Live Oak Private Wealth LLC | 54,884 | $283.2K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 54,143 | $279.0K | 0.00% | −210.0% | Reduced |
| Atria Wealth Solutions, Inc. | 53,750 | $277.4K | 0.00% | +53,750 | New |
| Janney Montgomery Scott LLC | 52,952 | $273.0K | 0.00% | +2,084+4.1% | Added |
| Alteri Wealth LLC | 49,327 | $254.5K | 0.11% | +950+2.0% | Added |
| Park Avenue Securities LLC | 47,588 | $246.0K | 0.00% | −4,959−9.4% | Reduced |
| Geneos Wealth Management Inc. | 46,768 | $241.3K | 0.01% | +39,665+558.4% | Added |
| Elequin Capital LP | 46,668 | $240.8K | 0.05% | +33,582+256.6% | Added |
| The PNC Financial Services Group, Inc. | 46,462 | $239.7K | 0.00% | +10,000+27.4% | Added |
| US Bancorp | 45,074 | $232.6K | 0.00% | +6,096+15.6% | Added |
| Quattro Financial Advisors LLC | 40,291 | $207.9K | 0.07% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 39,291 | $202.7K | 0.02% | +28,036+249.1% | Added |
| EP Wealth Advisors, LLC | 35,249 | $181.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 34,791 | $179.5K | 0.00% | −50,873−59.4% | Reduced |
| GFS Advisors, LLC | 30,800 | $159.0K | 0.03% | +30,800 | New |
| Ameriflex Group, Inc. | 28,600 | $147.6K | 0.06% | −1,500−5.0% | Reduced |
| Sowell Financial Services LLC | 26,686 | $137.7K | 0.01% | +26,686 | New |
| Moneta Group Investment Advisors LLC | 26,419 | $136.3K | 0.00% | +26,419 | New |
| HRT Financial LP | 25,582 | $132.0K | 0.00% | −27,915−52.2% | Reduced |
| Burney Co | 24,649 | $127.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 24,600 | $126.9K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 22,480 | $116.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 21,934 | $113.2K | 0.00% | +934+4.4% | Added |
| Ieq Capital, LLC | 21,442 | $110.6K | 0.00% | +21,442 | New |
| National Asset Management, Inc. | 20,949 | $108.1K | 0.00% | +135+0.6% | Added |
| Sigma Planning Corp | 19,603 | $101.2K | 0.00% | +805+4.3% | Added |
| GWM Advisors LLC | 19,090 | $98.5K | 0.00% | −23−0.1% | Reduced |
| Occidental Asset Management, LLC | 17,886 | $92.3K | 0.01% | −525−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,439 | $90.0K | 0.00% | +6,358+57.4% | Added |
| Axxcess Wealth Management, LLC | 17,373 | $89.6K | 0.00% | −2,722−13.5% | Reduced |
| Alterna Wealth Management, Inc | 17,206 | $88.8K | 0.07% | −2,964−14.7% | Reduced |
| We Are One Seven, LLC | 16,680 | $86.1K | 0.00% | −4,631−21.7% | Reduced |
| Bank of New York Mellon Corp | 16,403 | $84.6K | 0.00% | +10.0% | Added |
| Fiduciary Group LLC | 14,980 | $77.3K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,953 | $77.2K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $74.5K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,436 | $74.5K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,242 | $73.5K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,025 | $72.4K | 0.00% | −618−4.2% | Reduced |
| One Capital Management, LLC | 13,552 | $69.9K | 0.00% | −830−5.8% | Reduced |
| Leo Wealth, LLC | 13,495 | $69.6K | 0.01% | +458+3.5% | Added |
| Clear Creek Financial Management, LLC | 13,000 | $67.1K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 12,500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,306 | $63.5K | 0.01% | −3,086−20.0% | Reduced |
| Mercer Global Advisors Inc | 12,138 | $62.6K | 0.00% | −58−0.5% | Reduced |
| Stephens Inc | 10,551 | $54.4K | 0.00% | −6,880−39.5% | Reduced |
| WPG Advisers, LLC | 10,481 | $54.1K | 0.05% | +52+0.5% | Added |
| United Capital Financial Advisers, LLC | 10,447 | $53.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,610 | $52.6K | 0.00% | +10,610 | New |
| Future Financial Wealth Managment LLC | 10,000 | $51.6K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 10,295 | $49.5K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 8,360 | $43.1K | 0.02% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 7,897 | $40.7K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,000 | $31.0K | 0.00% | +1,000+20.0% | Added |
| Atticus Wealth Management, LLC | 5,204 | $26.9K | 0.01% | −4,205−44.7% | Reduced |
| CWM, LLC | 3,621 | $19.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,364 | $17.3K | 0.00% | +1,577+88.2% | Added |
| Blume Capital Management, Inc. | 3,000 | $15.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 2,823 | $14.6K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,316 | $12.0K | 0.00% | +2,316 | New |