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, Q2 2025
Institutional positions in Cbre Global Real Estate Income Fund as of Jun 30, 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
- 116
- −1 vs. Q1 2025
- Shares held
- 34.9M
- −879.3K (−2.5%) vs. Q1 2025
- Total value
- $184.2M
- −$244.7K (−0.1%) vs. Q1 2025
- New holders
- 12
- 41 more added
- Sold out
- 13
- 30 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,482,631 | $55.5M | 0.00% | −1,013,604−8.8% | Reduced |
| UBS Group AG | 5,346,993 | $28.3M | 0.01% | −4,678−0.1% | Reduced |
| Penserra Capital Management LLC | 3,696,579 | $19.6M | 0.27% | +109,272+3.0% | Added |
| Flagship Harbor Advisors, LLC | 1,916,196 | $10.1M | 0.48% | +61,914+3.3% | Added |
| Bank of America Corp | 1,845,097 | $9.76M | 0.00% | +2,449+0.1% | Added |
| Wells Fargo & Company | 1,585,773 | $8.39M | 0.00% | +46,310+3.0% | Added |
| Ameriprise Financial Inc | 945,863 | $5.00M | 0.00% | +48,008+5.3% | Added |
| LPL Financial LLC | 943,534 | $4.99M | 0.00% | +94,714+11.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 635,083 | $3.07M | 2.02% | −71,058−10.1% | Reduced |
| Sanctuary Advisors, LLC | 575,897 | $3.05M | 0.02% | +40,442+7.6% | Added |
| Advisor Group Holdings, Inc. | 506,876 | $2.68M | 0.00% | +20,468+4.2% | Added |
| Royal Bank of Canada | 479,852 | $2.54M | 0.00% | +114,607+31.4% | Added |
| J.W. Cole Advisors, Inc. | 431,757 | $2.28M | 0.05% | +11,785+2.8% | Added |
| Cetera Investment Advisers | 386,511 | $2.04M | 0.00% | +40,244+11.6% | Added |
| WealthTrust Axiom LLC | 352,815 | $1.87M | 0.55% | +623+0.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 316,674 | $1.68M | 0.38% | +32,794+11.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 291,921 | $1.54M | 0.35% | +23,247+8.7% | Added |
| NWF Advisory Services Inc. | 273,500 | $1.45M | 0.17% | −2,600−0.9% | Reduced |
| Roman Butler Fullerton & Co | 257,529 | $1.28M | 0.38% | +2,997+1.2% | Added |
| Cooper Financial Group | 236,055 | $1.25M | 0.15% | +7,143+3.1% | Added |
| Stifel Financial Corp | 225,100 | $1.19M | 0.00% | +4,294+1.9% | Added |
| Rockefeller Capital Management L.P. | 199,200 | $1.05M | 0.00% | +50,078+33.6% | Added |
| Investment Partners Asset Management, Inc. | 173,024 | $915.3K | 0.64% | −368−0.2% | Reduced |
| Raymond James Financial Inc | 166,585 | $881.2K | 0.00% | +11,151+7.2% | Added |
| 180 Wealth Advisors, LLC | 165,457 | $875.3K | 0.12% | −614−0.4% | Reduced |
| Advisors Asset Management, Inc. | 121,136 | $640.8K | 0.01% | −189,081−61.0% | Reduced |
| Stolper Co | 105,933 | $560.0K | 0.18% | +8,142+8.3% | Added |
| Atomi Financial Group, Inc. | 100,808 | $533.3K | 0.02% | −681−0.7% | Reduced |
| IHT Wealth Management, LLC | 97,489 | $515.7K | 0.01% | −945−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 90,111 | $476.7K | 0.18% | +1,868+2.1% | Added |
| Mariner, LLC | 85,415 | $451.8K | 0.00% | +2,967+3.6% | Added |
| Sunpointe, LLC | 84,900 | $449.1K | 0.18% | +84,900 | New |
| Commonwealth Equity Services, LLC | 80,608 | $426.0K | 0.00% | −52,115−39.3% | Reduced |
| Merit Financial Group, LLC | 78,690 | $416.3K | 0.00% | +19,838+33.7% | Added |
| RSM US Wealth Management LLC | 76,339 | $403.8K | 0.01% | −8,642−10.2% | Reduced |
| Moors & Cabot, Inc. | 73,113 | $386.8K | 0.02% | +1,771+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 66,389 | $355.8K | 0.00% | −1,158−1.7% | Reduced |
| Guggenheim Capital LLC | 64,197 | $339.6K | 0.00% | −1,581−2.4% | Reduced |
| Baird Financial Group, Inc. | 60,734 | $321.3K | 0.00% | −5,718−8.6% | Reduced |
| National Bank of Canada | 55,845 | $294.9K | 0.00% | +52,481+1,560.1% | Added |
| Live Oak Private Wealth LLC | 54,884 | $290.3K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 53,750 | $284.7K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 53,273 | $282.0K | 0.00% | +321+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,563 | $278.0K | 0.00% | −1,580−2.9% | Reduced |
| Alteri Wealth LLC | 49,327 | $260.9K | 0.10% | 00.0% | Unchanged |
| US Bancorp | 45,074 | $238.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 42,605 | $225.4K | 0.00% | +23,515+123.2% | Added |
| SeaCrest Wealth Management, LLC | 42,345 | $224.0K | 0.02% | +3,054+7.8% | Added |
| Park Avenue Securities LLC | 41,403 | $219.0K | 0.00% | −6,185−13.0% | Reduced |
| Geneos Wealth Management Inc. | 40,688 | $215.2K | 0.01% | −6,080−13.0% | Reduced |
| Quattro Financial Advisors LLC | 40,291 | $213.1K | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 39,877 | $210.9K | 0.00% | +39,877 | New |
| The PNC Financial Services Group, Inc. | 36,662 | $193.9K | 0.00% | −9,800−21.1% | Reduced |
| EP Wealth Advisors, LLC | 35,249 | $186.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 31,339 | $165.8K | 0.00% | −3,452−9.9% | Reduced |
| Burney Co | 25,437 | $134.6K | 0.00% | +788+3.2% | Added |
| Kestra Private Wealth Services, LLC | 24,600 | $130.1K | 0.00% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 22,442 | $118.7K | 0.10% | +5,236+30.4% | Added |
| Global Retirement Partners, LLC | 22,286 | $117.9K | 0.00% | +22,286 | New |
| Envestnet Asset Management Inc | 21,237 | $112.3K | 0.00% | +21,237 | New |
| National Asset Management, Inc. | 21,093 | $111.6K | 0.01% | +144+0.7% | Added |
| Ieq Capital, LLC | 20,141 | $106.5K | 0.00% | −1,301−6.1% | Reduced |
| Sigma Planning Corp | 19,820 | $104.8K | 0.00% | +217+1.1% | Added |
| Ameritas Advisory Services, LLC | 19,010 | $100.6K | 0.01% | +8,400+79.2% | Added |
| We Are One Seven, LLC | 18,336 | $97.0K | 0.00% | +1,656+9.9% | Added |
| Axxcess Wealth Management, LLC | 16,538 | $87.5K | 0.00% | −835−4.8% | Reduced |
| Fiduciary Group LLC | 15,953 | $84.4K | 0.01% | +973+6.5% | Added |
| Occidental Asset Management, LLC | 15,844 | $83.8K | 0.01% | −2,042−11.4% | Reduced |
| Private Advisor Group, LLC | 14,953 | $79.1K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $76.4K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,436 | $76.4K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 14,409 | $76.2K | 0.00% | −8,071−35.9% | Reduced |
| Good Life Advisors, LLC | 14,181 | $75.0K | 0.00% | −61−0.4% | Reduced |
| Leo Wealth, LLC | 13,981 | $74.0K | 0.01% | +486+3.6% | Added |
| One Capital Management, LLC | 13,552 | $71.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,104 | $69.3K | 0.00% | −4,335−24.9% | Reduced |
| Capital Investment Advisors, LLC | 12,982 | $68.7K | 0.00% | −1,043−7.4% | Reduced |
| AE Wealth Management LLC | 12,700 | $67.2K | 0.00% | +12,700 | New |
| Leavell Investment Management, Inc. | 12,500 | $66.1K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,798 | $62.4K | 0.00% | −14,888−55.8% | Reduced |
| Highland Financial Advisors, LLC | 11,600 | $61.4K | 0.02% | +11,600 | New |
| United Capital Financial Advisers, LLC | 10,447 | $55.3K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 10,295 | $54.5K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 10,278 | $54.4K | 0.00% | −273−2.6% | Reduced |
| Future Financial Wealth Managment LLC | 10,000 | $52.9K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 8,360 | $44.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,766 | $41.1K | 0.00% | +7,766 | New |
| Atticus Wealth Management, LLC | 7,340 | $38.8K | 0.01% | +2,136+41.0% | Added |
| WPG Advisers, LLC | 7,261 | $38.4K | 0.03% | −3,220−30.7% | Reduced |
| Larson Financial Group LLC | 6,000 | $31.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4,200 | $21.7K | 0.01% | −24,400−85.3% | Reduced |
| CWM, LLC | 3,621 | $19.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 2,823 | $14.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,750 | $14.5K | 0.00% | +2,750 | New |
| Aventura Private Wealth, LLC | 2,208 | $11.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,153 | $11.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,931 | $10.2K | 0.00% | +1,931 | New |
| Allworth Financial LP | 1,809 | $9.57K | 0.00% | +1,752+3,073.7% | Added |
| Principal Securities, Inc. | 1,576 | $8.34K | 0.00% | +738+88.1% | Added |