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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $10 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 57 | $276 | 0.00% | +23+67.6% | Added |
| Addison Advisors LLC | 61 | $315 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 144 | $743 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 168 | $866 | 0.00% | +6+3.7% | Added |
| MAI Capital Management | 276 | $1.42K | 0.00% | +9+3.4% | Added |
| PFG Private Wealth Management, LLC | 400 | $2.06K | 0.00% | +400 | New |
| Spire Wealth Management | 523 | $2.70K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 550 | $2.79K | 0.00% | +550 | New |
| Principal Securities, Inc. | 838 | $4.03K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 900 | $4.64K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $5.16K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $5.16K | 0.00% | +1,000 | New |
| Creative Financial Designs Inc | 1,315 | $6.79K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,153 | $11.1K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,208 | $11.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,316 | $12.0K | 0.00% | +2,316 | New |
| Evelyn Partners Asset Management Ltd | 2,823 | $14.6K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $15.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,364 | $17.3K | 0.00% | +1,577+88.2% | Added |
| CWM, LLC | 3,621 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5,204 | $26.9K | 0.01% | −4,205−44.7% | Reduced |
| Larson Financial Group LLC | 6,000 | $31.0K | 0.00% | +1,000+20.0% | Added |
| Nova Wealth Management, Inc. | 7,897 | $40.7K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 8,360 | $43.1K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 10,295 | $49.5K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $51.6K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,610 | $52.6K | 0.00% | +10,610 | New |
| United Capital Financial Advisers, LLC | 10,447 | $53.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10,481 | $54.1K | 0.05% | +52+0.5% | Added |
| Stephens Inc | 10,551 | $54.4K | 0.00% | −6,880−39.5% | Reduced |
| Mercer Global Advisors Inc | 12,138 | $62.6K | 0.00% | −58−0.5% | Reduced |
| Two Sigma Securities, LLC | 12,306 | $63.5K | 0.01% | −3,086−20.0% | Reduced |
| Leavell Investment Management, Inc. | 12,500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 13,000 | $67.1K | 0.01% | 00.0% | Unchanged |
| Leo Wealth, LLC | 13,495 | $69.6K | 0.01% | +458+3.5% | Added |
| One Capital Management, LLC | 13,552 | $69.9K | 0.00% | −830−5.8% | Reduced |
| Capital Investment Advisors, LLC | 14,025 | $72.4K | 0.00% | −618−4.2% | Reduced |
| Good Life Advisors, LLC | 14,242 | $73.5K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,436 | $74.5K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $74.5K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,953 | $77.2K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 14,980 | $77.3K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,403 | $84.6K | 0.00% | +10.0% | Added |
| We Are One Seven, LLC | 16,680 | $86.1K | 0.00% | −4,631−21.7% | Reduced |
| Alterna Wealth Management, Inc | 17,206 | $88.8K | 0.07% | −2,964−14.7% | Reduced |
| Axxcess Wealth Management, LLC | 17,373 | $89.6K | 0.00% | −2,722−13.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,439 | $90.0K | 0.00% | +6,358+57.4% | Added |
| Occidental Asset Management, LLC | 17,886 | $92.3K | 0.01% | −525−2.9% | Reduced |
| GWM Advisors LLC | 19,090 | $98.5K | 0.00% | −23−0.1% | Reduced |
| Sigma Planning Corp | 19,603 | $101.2K | 0.00% | +805+4.3% | Added |
| National Asset Management, Inc. | 20,949 | $108.1K | 0.00% | +135+0.6% | Added |
| Ieq Capital, LLC | 21,442 | $110.6K | 0.00% | +21,442 | New |
| JPMorgan Chase & Co | 21,934 | $113.2K | 0.00% | +934+4.4% | Added |
| Level Four Advisory Services, LLC | 22,480 | $116.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 24,600 | $126.9K | 0.00% | 00.0% | Unchanged |
| Burney Co | 24,649 | $127.2K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 25,582 | $132.0K | 0.00% | −27,915−52.2% | Reduced |
| Moneta Group Investment Advisors LLC | 26,419 | $136.3K | 0.00% | +26,419 | New |
| Sowell Financial Services LLC | 26,686 | $137.7K | 0.01% | +26,686 | New |
| Ameriflex Group, Inc. | 28,600 | $147.6K | 0.06% | −1,500−5.0% | Reduced |
| GFS Advisors, LLC | 30,800 | $159.0K | 0.03% | +30,800 | New |
| Comerica Bank | 34,791 | $179.5K | 0.00% | −50,873−59.4% | Reduced |
| EP Wealth Advisors, LLC | 35,249 | $181.9K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 39,291 | $202.7K | 0.02% | +28,036+249.1% | Added |
| Quattro Financial Advisors LLC | 40,291 | $207.9K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 45,074 | $232.6K | 0.00% | +6,096+15.6% | Added |
| The PNC Financial Services Group, Inc. | 46,462 | $239.7K | 0.00% | +10,000+27.4% | Added |
| Elequin Capital LP | 46,668 | $240.8K | 0.05% | +33,582+256.6% | Added |
| Geneos Wealth Management Inc. | 46,768 | $241.3K | 0.01% | +39,665+558.4% | Added |
| Park Avenue Securities LLC | 47,588 | $246.0K | 0.00% | −4,959−9.4% | Reduced |
| Alteri Wealth LLC | 49,327 | $254.5K | 0.11% | +950+2.0% | Added |
| Janney Montgomery Scott LLC | 52,952 | $273.0K | 0.00% | +2,084+4.1% | Added |
| Atria Wealth Solutions, Inc. | 53,750 | $277.4K | 0.00% | +53,750 | New |
| Cambridge Investment Research Advisors, Inc. | 54,143 | $279.0K | 0.00% | −210.0% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $283.2K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 54,999 | $283.8K | 0.02% | +6,200+12.7% | Added |
| Merit Financial Group, LLC | 58,852 | $303.7K | 0.00% | +38,621+190.9% | Added |
| Guggenheim Capital LLC | 65,778 | $339.4K | 0.00% | +28,778+77.8% | Added |
| Baird Financial Group, Inc. | 66,452 | $342.9K | 0.00% | +29,941+82.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 67,547 | $348.5K | 0.00% | +2,219+3.4% | Added |
| Moors & Cabot, Inc. | 71,342 | $368.1K | 0.02% | −831−1.2% | Reduced |
| Mariner, LLC | 82,448 | $425.4K | 0.00% | −3,993−4.6% | Reduced |
| RSM US Wealth Management LLC | 84,981 | $438.5K | 0.01% | +7,084+9.1% | Added |
| Samalin Investment Counsel, LLC | 88,243 | $455.3K | 0.18% | +4,608+5.5% | Added |
| Stolper Co | 97,791 | $505.0K | 0.17% | +1,193+1.2% | Added |
| IHT Wealth Management, LLC | 98,434 | $507.9K | 0.02% | +147+0.1% | Added |
| Atomi Financial Group, Inc. | 101,489 | $523.7K | 0.02% | +1,171+1.2% | Added |
| Commonwealth Equity Services, LLC | 132,723 | $685.0K | 0.00% | −8,375−5.9% | Reduced |
| Rockefeller Capital Management L.P. | 149,122 | $769.5K | 0.00% | +24,316+19.5% | Added |
| Raymond James Financial Inc | 155,434 | $802.0K | 0.00% | −8,043−4.9% | Reduced |
| 180 Wealth Advisors, LLC | 166,071 | $853.6K | 0.14% | +8,900+5.7% | Added |
| Investment Partners Asset Management, Inc. | 173,392 | $894.7K | 0.70% | −16,229−8.6% | Reduced |
| Stifel Financial Corp | 220,806 | $1.14M | 0.00% | +29,802+15.6% | Added |
| Cooper Financial Group | 228,912 | $1.18M | 0.16% | +7,368+3.3% | Added |
| Roman Butler Fullerton & Co | 254,532 | $1.20M | 0.47% | +8,307+3.4% | Added |
| Centaurus Financial, Inc. | 241,121 | $1.24M | 0.08% | +51,568+27.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 268,674 | $1.39M | 0.33% | +18,413+7.4% | Added |