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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 5 | $26 | 0.00% | +5 | New |
| GAMMA Investing LLC | 12 | $63 | 0.00% | +12 | New |
| Tower Research Capital LLC (TRC) | 45 | $238 | 0.00% | +45 | New |
| Addison Advisors LLC | 61 | $323 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 144 | $762 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 174 | $920 | 0.00% | +6+3.6% | Added |
| Spire Wealth Management | 523 | $2.77K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 550 | $2.86K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 900 | $4.76K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $5.29K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $5.29K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,286 | $6.80K | 0.00% | +1,010+365.9% | Added |
| Creative Financial Designs Inc | 1,315 | $6.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,576 | $8.34K | 0.00% | +738+88.1% | Added |
| Allworth Financial LP | 1,809 | $9.57K | 0.00% | +1,752+3,073.7% | Added |
| Kozak & Associates, Inc. | 1,931 | $10.2K | 0.00% | +1,931 | New |
| CoreCap Advisors, LLC | 2,153 | $11.4K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,208 | $11.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,750 | $14.5K | 0.00% | +2,750 | New |
| Evelyn Partners Asset Management Ltd | 2,823 | $14.9K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,621 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4,200 | $21.7K | 0.01% | −24,400−85.3% | Reduced |
| Larson Financial Group LLC | 6,000 | $31.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7,261 | $38.4K | 0.03% | −3,220−30.7% | Reduced |
| Atticus Wealth Management, LLC | 7,340 | $38.8K | 0.01% | +2,136+41.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,766 | $41.1K | 0.00% | +7,766 | New |
| Medallion Wealth Advisors, LLC | 8,360 | $44.2K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $52.9K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 10,278 | $54.4K | 0.00% | −273−2.6% | Reduced |
| Centurion Wealth Management LLC | 10,295 | $54.5K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,447 | $55.3K | 0.00% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 11,600 | $61.4K | 0.02% | +11,600 | New |
| Sowell Financial Services LLC | 11,798 | $62.4K | 0.00% | −14,888−55.8% | Reduced |
| Leavell Investment Management, Inc. | 12,500 | $66.1K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,700 | $67.2K | 0.00% | +12,700 | New |
| Capital Investment Advisors, LLC | 12,982 | $68.7K | 0.00% | −1,043−7.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,104 | $69.3K | 0.00% | −4,335−24.9% | Reduced |
| One Capital Management, LLC | 13,552 | $71.7K | 0.00% | 00.0% | Unchanged |
| Leo Wealth, LLC | 13,981 | $74.0K | 0.01% | +486+3.6% | Added |
| Good Life Advisors, LLC | 14,181 | $75.0K | 0.00% | −61−0.4% | Reduced |
| Level Four Advisory Services, LLC | 14,409 | $76.2K | 0.00% | −8,071−35.9% | Reduced |
| Nations Financial Group Inc, | 14,436 | $76.4K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 14,440 | $76.4K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,953 | $79.1K | 0.00% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 15,844 | $83.8K | 0.01% | −2,042−11.4% | Reduced |
| Fiduciary Group LLC | 15,953 | $84.4K | 0.01% | +973+6.5% | Added |
| Axxcess Wealth Management, LLC | 16,538 | $87.5K | 0.00% | −835−4.8% | Reduced |
| We Are One Seven, LLC | 18,336 | $97.0K | 0.00% | +1,656+9.9% | Added |
| Ameritas Advisory Services, LLC | 19,010 | $100.6K | 0.01% | +8,400+79.2% | Added |
| Sigma Planning Corp | 19,820 | $104.8K | 0.00% | +217+1.1% | Added |
| Ieq Capital, LLC | 20,141 | $106.5K | 0.00% | −1,301−6.1% | Reduced |
| National Asset Management, Inc. | 21,093 | $111.6K | 0.01% | +144+0.7% | Added |
| Envestnet Asset Management Inc | 21,237 | $112.3K | 0.00% | +21,237 | New |
| Global Retirement Partners, LLC | 22,286 | $117.9K | 0.00% | +22,286 | New |
| Alterna Wealth Management, Inc | 22,442 | $118.7K | 0.10% | +5,236+30.4% | Added |
| Kestra Private Wealth Services, LLC | 24,600 | $130.1K | 0.00% | 00.0% | Unchanged |
| Burney Co | 25,437 | $134.6K | 0.00% | +788+3.2% | Added |
| Comerica Bank | 31,339 | $165.8K | 0.00% | −3,452−9.9% | Reduced |
| EP Wealth Advisors, LLC | 35,249 | $186.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 36,662 | $193.9K | 0.00% | −9,800−21.1% | Reduced |
| Captrust Financial Advisors | 39,877 | $210.9K | 0.00% | +39,877 | New |
| Quattro Financial Advisors LLC | 40,291 | $213.1K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40,688 | $215.2K | 0.01% | −6,080−13.0% | Reduced |
| Park Avenue Securities LLC | 41,403 | $219.0K | 0.00% | −6,185−13.0% | Reduced |
| SeaCrest Wealth Management, LLC | 42,345 | $224.0K | 0.02% | +3,054+7.8% | Added |
| GWM Advisors LLC | 42,605 | $225.4K | 0.00% | +23,515+123.2% | Added |
| US Bancorp | 45,074 | $238.4K | 0.00% | 00.0% | Unchanged |
| Alteri Wealth LLC | 49,327 | $260.9K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 52,563 | $278.0K | 0.00% | −1,580−2.9% | Reduced |
| Janney Montgomery Scott LLC | 53,273 | $282.0K | 0.00% | +321+0.6% | Added |
| Atria Wealth Solutions, Inc. | 53,750 | $284.7K | 0.01% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 54,884 | $290.3K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 55,845 | $294.9K | 0.00% | +52,481+1,560.1% | Added |
| Baird Financial Group, Inc. | 60,734 | $321.3K | 0.00% | −5,718−8.6% | Reduced |
| Guggenheim Capital LLC | 64,197 | $339.6K | 0.00% | −1,581−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 66,389 | $355.8K | 0.00% | −1,158−1.7% | Reduced |
| Moors & Cabot, Inc. | 73,113 | $386.8K | 0.02% | +1,771+2.5% | Added |
| RSM US Wealth Management LLC | 76,339 | $403.8K | 0.01% | −8,642−10.2% | Reduced |
| Merit Financial Group, LLC | 78,690 | $416.3K | 0.00% | +19,838+33.7% | Added |
| Commonwealth Equity Services, LLC | 80,608 | $426.0K | 0.00% | −52,115−39.3% | Reduced |
| Sunpointe, LLC | 84,900 | $449.1K | 0.18% | +84,900 | New |
| Mariner, LLC | 85,415 | $451.8K | 0.00% | +2,967+3.6% | Added |
| Samalin Investment Counsel, LLC | 90,111 | $476.7K | 0.18% | +1,868+2.1% | Added |
| IHT Wealth Management, LLC | 97,489 | $515.7K | 0.01% | −945−1.0% | Reduced |
| Atomi Financial Group, Inc. | 100,808 | $533.3K | 0.02% | −681−0.7% | Reduced |
| Stolper Co | 105,933 | $560.0K | 0.18% | +8,142+8.3% | Added |
| Advisors Asset Management, Inc. | 121,136 | $640.8K | 0.01% | −189,081−61.0% | Reduced |
| 180 Wealth Advisors, LLC | 165,457 | $875.3K | 0.12% | −614−0.4% | Reduced |
| Raymond James Financial Inc | 166,585 | $881.2K | 0.00% | +11,151+7.2% | Added |
| Investment Partners Asset Management, Inc. | 173,024 | $915.3K | 0.64% | −368−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 199,200 | $1.05M | 0.00% | +50,078+33.6% | Added |
| Stifel Financial Corp | 225,100 | $1.19M | 0.00% | +4,294+1.9% | Added |
| Cooper Financial Group | 236,055 | $1.25M | 0.15% | +7,143+3.1% | Added |
| Roman Butler Fullerton & Co | 257,529 | $1.28M | 0.38% | +2,997+1.2% | Added |
| NWF Advisory Services Inc. | 273,500 | $1.45M | 0.17% | −2,600−0.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 291,921 | $1.54M | 0.35% | +23,247+8.7% | Added |