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, Q3 2025
Institutional positions in Cbre Global Real Estate Income Fund as of Sep 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
- 115
- +2 vs. Q2 2025
- Shares held
- 32.3M
- −2.50M (−7.2%) vs. Q2 2025
- Total value
- $165.8M
- −$17.9M (−9.7%) vs. Q2 2025
- New holders
- 18
- 40 more added
- Sold out
- 16
- 33 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,641,574 | $54.7M | 0.00% | +158,943+1.5% | Added |
| UBS Group AG | 5,530,237 | $28.4M | 0.01% | +183,244+3.4% | Added |
| Flagship Harbor Advisors, LLC | 1,965,106 | $10.1M | 0.44% | +48,910+2.6% | Added |
| Bank of America Corp | 1,907,673 | $9.81M | 0.00% | +62,576+3.4% | Added |
| Wells Fargo & Company | 1,876,260 | $9.64M | 0.00% | +290,487+18.3% | Added |
| LPL Financial LLC | 1,076,351 | $5.53M | 0.00% | +132,817+14.1% | Added |
| Ameriprise Financial Inc | 1,014,553 | $5.21M | 0.00% | +68,690+7.3% | Added |
| Sanctuary Advisors, LLC | 643,654 | $3.31M | 0.02% | +67,757+11.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 593,217 | $3.05M | 1.87% | −41,866−6.6% | Reduced |
| Royal Bank of Canada | 546,655 | $2.81M | 0.00% | +66,803+13.9% | Added |
| Advisor Group Holdings, Inc. | 521,009 | $2.64M | 0.00% | +14,133+2.8% | Added |
| J.W. Cole Advisors, Inc. | 446,803 | $2.30M | 0.04% | +15,046+3.5% | Added |
| Cetera Investment Advisers | 384,033 | $1.97M | 0.00% | −2,478−0.6% | Reduced |
| WealthTrust Axiom LLC | 333,500 | $1.71M | 0.46% | −19,315−5.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 304,025 | $1.56M | 0.33% | +12,104+4.1% | Added |
| Millennium Management LLC | 298,000 | $1.53M | 0.00% | +298,000 | New |
| Roman Butler Fullerton & Co | 270,314 | $1.31M | 0.35% | +12,785+5.0% | Added |
| Cooper Financial Group | 243,804 | $1.25M | 0.14% | +7,749+3.3% | Added |
| Stifel Financial Corp | 216,537 | $1.11M | 0.00% | −8,563−3.8% | Reduced |
| Susquehanna International Group, LLP | 216,300 | $1.11M | 0.00% | +216,300 | New |
| Rockefeller Capital Management L.P. | 191,643 | $985.0K | 0.00% | −7,557−3.8% | Reduced |
| Guggenheim Capital LLC | 179,458 | $922.4K | 0.01% | +115,261+179.5% | Added |
| 180 Wealth Advisors, LLC | 175,170 | $900.4K | 0.11% | +9,713+5.9% | Added |
| Investment Partners Asset Management, Inc. | 159,051 | $817.5K | 0.54% | −13,973−8.1% | Reduced |
| Raymond James Financial Inc | 132,700 | $682.1K | 0.00% | −33,885−20.3% | Reduced |
| Tennessee Valley Asset Management Partners | 128,995 | $663.0K | 0.09% | +128,995 | New |
| Jane Street Group, LLC | 126,710 | $651.3K | 0.00% | +126,710 | New |
| Advisors Asset Management, Inc. | 121,417 | $624.1K | 0.01% | +281+0.2% | Added |
| IHT Wealth Management, LLC | 97,489 | $501.1K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 94,618 | $486.3K | 0.02% | −6,190−6.1% | Reduced |
| Samalin Investment Counsel, LLC | 93,407 | $480.1K | 0.17% | +3,296+3.7% | Added |
| Sunpointe, LLC | 84,900 | $436.4K | 0.16% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 78,646 | $404.2K | 0.00% | −44−0.1% | Reduced |
| Moors & Cabot, Inc. | 74,846 | $384.7K | 0.02% | +1,733+2.4% | Added |
| Mariner, LLC | 71,619 | $368.1K | 0.00% | −13,796−16.2% | Reduced |
| Commonwealth Equity Services, LLC | 71,146 | $366.0K | 0.00% | −9,462−11.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 68,281 | $350.3K | 0.00% | +1,892+2.8% | Added |
| RSM US Wealth Management LLC | 65,320 | $335.7K | 0.00% | −11,019−14.4% | Reduced |
| National Bank of Canada | 60,734 | $311.0K | 0.00% | +4,889+8.8% | Added |
| Live Oak Private Wealth LLC | 54,884 | $282.1K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 54,156 | $278.0K | 0.00% | +883+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,323 | $274.0K | 0.00% | +760+1.4% | Added |
| NWF Advisory Services Inc. | 53,200 | $273.4K | 0.03% | −220,300−80.5% | Reduced |
| SeaCrest Wealth Management, LLC | 46,193 | $237.4K | 0.03% | +3,848+9.1% | Added |
| Alteri Wealth LLC | 43,488 | $223.5K | 0.08% | −5,839−11.8% | Reduced |
| Kestra Private Wealth Services, LLC | 43,152 | $221.8K | 0.00% | +18,552+75.4% | Added |
| GWM Advisors LLC | 42,442 | $218.2K | 0.00% | −163−0.4% | Reduced |
| Park Avenue Securities LLC | 42,049 | $216.0K | 0.00% | +646+1.6% | Added |
| Quattro Financial Advisors LLC | 40,291 | $207.1K | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 38,478 | $197.8K | 0.01% | +38,478 | New |
| The PNC Financial Services Group, Inc. | 36,662 | $188.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 29,749 | $152.9K | 0.00% | −1,590−5.1% | Reduced |
| Ameriflex Group, Inc. | 27,400 | $140.8K | 0.05% | +23,200+552.4% | Added |
| Stonegate Investment Group, LLC | 26,250 | $134.9K | 0.00% | +26,250 | New |
| Leavell Investment Management, Inc. | 25,500 | $131.1K | 0.01% | +13,000+104.0% | Added |
| Global Retirement Partners, LLC | 25,114 | $129.1K | 0.00% | +2,828+12.7% | Added |
| CI Private Wealth, LLC | 21,000 | $107.9K | 0.00% | +21,000 | New |
| Sigma Planning Corp | 19,962 | $102.6K | 0.00% | +142+0.7% | Added |
| Envestnet Asset Management Inc | 19,113 | $98.2K | 0.00% | −2,124−10.0% | Reduced |
| Captrust Financial Advisors | 18,957 | $97.4K | 0.00% | −20,920−52.5% | Reduced |
| Burney Co | 18,927 | $97.3K | 0.00% | −6,510−25.6% | Reduced |
| Axxcess Wealth Management, LLC | 16,669 | $85.7K | 0.00% | +131+0.8% | Added |
| Fiduciary Group LLC | 15,953 | $82.0K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 15,773 | $81.1K | 0.01% | −71−0.4% | Reduced |
| Stephens Inc | 15,078 | $77.5K | 0.00% | +4,800+46.7% | Added |
| Alterna Wealth Management, Inc | 14,842 | $76.3K | 0.06% | −7,600−33.9% | Reduced |
| One Capital Management, LLC | 14,642 | $75.3K | 0.00% | +1,090+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 14,622 | $75.2K | 0.00% | +1,518+11.6% | Added |
| AE Wealth Management LLC | 14,500 | $74.5K | 0.00% | +1,800+14.2% | Added |
| Leo Wealth, LLC | 14,491 | $74.5K | 0.01% | +510+3.6% | Added |
| D.A. Davidson & Co. | 14,445 | $74.3K | 0.00% | +14,445 | New |
| Holistic Financial Partners | 14,440 | $74.2K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,411 | $74.1K | 0.00% | −25−0.2% | Reduced |
| Private Advisor Group, LLC | 14,215 | $73.1K | 0.00% | −738−4.9% | Reduced |
| We Are One Seven, LLC | 14,022 | $72.1K | 0.00% | −4,314−23.5% | Reduced |
| Level Four Advisory Services, LLC | 12,680 | $65.2K | 0.00% | −1,729−12.0% | Reduced |
| Balboa Wealth Partners | 12,617 | $64.9K | 0.01% | +12,617 | New |
| Creative Planning | 12,532 | $64.4K | 0.00% | +12,532 | New |
| Great Valley Advisor Group, Inc. | 12,048 | $61.9K | 0.00% | +12,048 | New |
| Sowell Financial Services LLC | 12,007 | $61.7K | 0.00% | +209+1.8% | Added |
| Baird Financial Group, Inc. | 11,966 | $61.5K | 0.00% | −48,768−80.3% | Reduced |
| United Capital Financial Advisers, LLC | 10,447 | $53.7K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 10,295 | $52.9K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,169 | $52.3K | 0.00% | −10,924−51.8% | Reduced |
| Future Financial Wealth Managment LLC | 10,000 | $51.4K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 9,074 | $46.6K | 0.00% | −36,000−79.9% | Reduced |
| Medallion Wealth Advisors, LLC | 8,360 | $43.0K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7,288 | $37.5K | 0.03% | +27+0.4% | Added |
| Root Financial Partners, LLC | 6,543 | $33.6K | 0.00% | +6,543 | New |
| Larson Financial Group LLC | 6,000 | $30.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,960 | $30.6K | 0.00% | −13,050−68.6% | Reduced |
| Parallel Advisors, LLC | 3,844 | $19.8K | 0.00% | +3,844 | New |
| Blume Capital Management, Inc. | 3,000 | $15.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 2,823 | $14.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,153 | $11.1K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,000 | $10.3K | 0.00% | +2,000 | New |
| Allworth Financial LP | 1,830 | $9.41K | 0.00% | +21+1.2% | Added |
| TSFG, LLC | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,500 | $7.71K | 0.00% | +1,500 | New |
| Creative Financial Designs Inc | 1,315 | $6.76K | 0.00% | 00.0% | Unchanged |