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 |
|---|---|---|---|---|---|
| Schwarz Dygos Wheeler Investment Advisors LLC | 304,025 | $1.56M | 0.33% | +12,104+4.1% | Added |
| WealthTrust Axiom LLC | 333,500 | $1.71M | 0.46% | −19,315−5.5% | Reduced |
| Cetera Investment Advisers | 384,033 | $1.97M | 0.00% | −2,478−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 446,803 | $2.30M | 0.04% | +15,046+3.5% | Added |
| Advisor Group Holdings, Inc. | 521,009 | $2.64M | 0.00% | +14,133+2.8% | Added |
| Royal Bank of Canada | 546,655 | $2.81M | 0.00% | +66,803+13.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 593,217 | $3.05M | 1.87% | −41,866−6.6% | Reduced |
| Sanctuary Advisors, LLC | 643,654 | $3.31M | 0.02% | +67,757+11.8% | Added |
| Ameriprise Financial Inc | 1,014,553 | $5.21M | 0.00% | +68,690+7.3% | Added |
| LPL Financial LLC | 1,076,351 | $5.53M | 0.00% | +132,817+14.1% | Added |
| Wells Fargo & Company | 1,876,260 | $9.64M | 0.00% | +290,487+18.3% | Added |
| Bank of America Corp | 1,907,673 | $9.81M | 0.00% | +62,576+3.4% | Added |
| Flagship Harbor Advisors, LLC | 1,965,106 | $10.1M | 0.44% | +48,910+2.6% | Added |
| UBS Group AG | 5,530,237 | $28.4M | 0.01% | +183,244+3.4% | Added |
| Morgan Stanley | 10,641,574 | $54.7M | 0.00% | +158,943+1.5% | Added |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,696,579−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −316,674−100.0% | Sold out |
| Stolper Co | 0 | $0 | 0.00% | −105,933−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −40,688−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −20,141−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −12,982−100.0% | Sold out |
| Highland Financial Advisors, LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −7,766−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −7,340−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Good Life Advisors, LLC | – | – | – | – | Not filed |