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 2026
Institutional positions in Cbre Global Real Estate Income Fund as of Mar 31, 2026. 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
- 124
- −4 vs. Q4 2025
- Shares held
- 35.5M
- −938.6K (−2.6%) vs. Q4 2025
- Total value
- $155.7M
- −$4.09M (−2.6%) vs. Q4 2025
- New holders
- 15
- 43 more added
- Sold out
- 19
- 35 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Cbre Global Real Estate Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,860,374 | $38.9M | 0.00% | −897,270−9.2% | Reduced |
| UBS Group AG | 5,650,991 | $24.8M | 0.00% | −163,994−2.8% | Reduced |
| Penserra Capital Management LLC | 4,120,579 | $18.1M | 0.21% | +4,120,579 | New |
| Wells Fargo & Company | 2,905,991 | $12.8M | 0.00% | +659,947+29.4% | Added |
| Flagship Harbor Advisors, LLC | 2,234,353 | $9.81M | 0.43% | +252,781+12.8% | Added |
| Bank of America Corp | 1,789,847 | $7.86M | 0.00% | −277,375−13.4% | Reduced |
| Ameriprise Financial Inc | 1,275,264 | $5.60M | 0.00% | +36,012+2.9% | Added |
| LPL Financial LLC | 1,133,650 | $4.98M | 0.00% | +21,716+2.0% | Added |
| Royal Bank of Canada | 814,725 | $3.58M | 0.00% | +256,993+46.1% | Added |
| Sanctuary Advisors, LLC | 768,673 | $3.37M | 0.02% | +116,157+17.8% | Added |
| Advisor Group Holdings, Inc. | 406,489 | $1.78M | 0.00% | +30,256+8.0% | Added |
| WealthTrust Axiom LLC | 356,578 | $1.57M | 0.39% | +26,340+8.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 344,166 | $1.51M | 0.31% | +26,086+8.2% | Added |
| Roman Butler Fullerton & Co | 276,840 | $1.26M | 0.35% | +5,282+1.9% | Added |
| Tennessee Valley Asset Management Partners | 262,652 | $1.15M | 0.15% | +70,653+36.8% | Added |
| Cooper Financial Group | 261,404 | $1.15M | 0.12% | +9,777+3.9% | Added |
| Cetera Investment Advisers | 230,262 | $1.01M | 0.00% | +1,510+0.7% | Added |
| Raymond James Financial Inc | 226,645 | $995.0K | 0.00% | +37,567+19.9% | Added |
| 180 Wealth Advisors, LLC | 220,375 | $967.4K | 0.11% | +21,518+10.8% | Added |
| Guggenheim Capital LLC | 212,689 | $933.7K | 0.01% | −2,695−1.3% | Reduced |
| Stifel Financial Corp | 169,917 | $745.9K | 0.00% | −21,154−11.1% | Reduced |
| Rayburn West Financial Services LLC | 161,570 | $709.3K | 0.42% | +7,000+4.5% | Added |
| Investment Partners Asset Management, Inc. | 152,845 | $671.0K | 0.41% | −32,758−17.6% | Reduced |
| Rockefeller Capital Management L.P. | 151,507 | $665.1K | 0.00% | −31,039−17.0% | Reduced |
| Mariner, LLC | 126,573 | $550.7K | 0.00% | −9,792−7.2% | Reduced |
| Readystate Asset Management LP | 102,908 | $451.8K | 0.03% | −1,270,451−92.5% | Reduced |
| Samalin Investment Counsel, LLC | 96,086 | $421.8K | 0.15% | +6,425+7.2% | Added |
| IHT Wealth Management, LLC | 92,978 | $408.2K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 82,300 | $361.3K | 0.04% | +20,000+32.1% | Added |
| Moors & Cabot, Inc. | 75,034 | $329.4K | 0.01% | −1,894−2.5% | Reduced |
| Atomi Financial Group, Inc. | 73,405 | $322.2K | 0.01% | −1,476−2.0% | Reduced |
| Merit Financial Group, LLC | 71,206 | $312.6K | 0.00% | −7,521−9.6% | Reduced |
| Fifth Third Bancorp | 69,158 | $303.6K | 0.00% | +66,158+2,205.3% | Added |
| Virtu Financial LLC | 68,930 | $303.0K | 0.01% | +31,688+85.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 61,683 | $271.0K | 0.00% | +1,676+2.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 60,358 | $267.4K | 0.00% | +2,523+4.4% | Added |
| XTX Topco Ltd | 57,055 | $250.5K | 0.00% | −22,165−28.0% | Reduced |
| RSM US Wealth Management LLC | 56,184 | $246.6K | 0.00% | −12,341−18.0% | Reduced |
| Live Oak Private Wealth LLC | 54,884 | $240.9K | 0.03% | 00.0% | Unchanged |
| Sunpointe, LLC | 52,575 | $230.8K | 0.08% | −14,500−21.6% | Reduced |
| Landscape Capital Management, L.L.C. | 50,154 | $220.2K | 0.01% | −448,019−89.9% | Reduced |
| Janney Montgomery Scott LLC | 50,158 | $220.0K | 0.00% | −2,643−5.0% | Reduced |
| Z3 Capital Partners, LLC | 50,085 | $219.9K | 0.06% | 00.0% | Unchanged |
| Alteri Wealth LLC | 44,717 | $196.3K | 0.06% | +9,229+26.0% | Added |
| SeaCrest Wealth Management, LLC | 44,030 | $193.3K | 0.02% | −2,111−4.6% | Reduced |
| Eclectic Associates Inc | 41,698 | $183.1K | 0.02% | +17,679+73.6% | Added |
| Quattro Financial Advisors LLC | 40,291 | $176.9K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 39,097 | $171.6K | 0.00% | −77−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 37,561 | $164.9K | 0.00% | −6,231−14.2% | Reduced |
| EP Wealth Advisors, LLC | 35,249 | $154.7K | 0.00% | −1,422−3.9% | Reduced |
| Accredited Investor Services, LLC | 32,431 | $142.4K | 0.09% | +32,431 | New |
| Vestmark Advisory Solutions, Inc. | 30,938 | $135.8K | 0.00% | −6,200−16.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 30,938 | $135.8K | 0.00% | −6,200−16.7% | Reduced |
| Leavell Investment Management, Inc. | 29,500 | $129.5K | 0.01% | +4,000+15.7% | Added |
| Integrity Wealth Partners, LLC | 29,386 | $129.0K | 0.12% | +29,386 | New |
| Balyasny Asset Management LLC | 29,131 | $127.9K | 0.00% | +29,131 | New |
| Park Avenue Securities LLC | 28,694 | $126.0K | 0.00% | −5,498−16.1% | Reduced |
| Indivisible Partners | 26,744 | $117.4K | 0.01% | +14,600+120.2% | Added |
| Citadel Advisors LLC | 25,321 | $111.2K | 0.00% | +25,321 | New |
| Envestnet Asset Management Inc | 24,587 | $107.9K | 0.00% | +5,029+25.7% | Added |
| Boothbay Fund Management, LLC | 22,397 | $98.3K | 0.00% | +11,514+105.8% | Added |
| CI Private Wealth, LLC | 21,090 | $92.2K | 0.00% | +90+0.4% | Added |
| Sigma Planning Corp | 20,041 | $88.0K | 0.00% | +121+0.6% | Added |
| Captrust Financial Advisors | 18,957 | $83.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,500 | $81.2K | 0.00% | −468−2.5% | Reduced |
| Decision Investments, Inc | 17,720 | $77.8K | 0.09% | −2,200−11.0% | Reduced |
| Burney Co | 17,639 | $77.4K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 17,245 | $75.7K | 0.00% | −700−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,072 | $74.9K | 0.00% | +2,450+16.8% | Added |
| Fiduciary Group LLC | 15,953 | $70.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,324 | $67.3K | 0.00% | +209+1.4% | Added |
| Central Trust Co | 15,278 | $67.1K | 0.00% | +15,278 | New |
| Pinnacle Wealth Planning Services, Inc. | 15,138 | $66.5K | 0.01% | −5,687−27.3% | Reduced |
| One Capital Management, LLC | 14,642 | $64.3K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,500 | $63.7K | 0.00% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 14,483 | $63.6K | 0.01% | +1,617+12.6% | Added |
| Holistic Financial Partners | 14,440 | $63.4K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,411 | $63.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,342 | $63.0K | 0.00% | −4,395−23.5% | Reduced |
| Occidental Asset Management, LLC | 13,824 | $60.7K | 0.01% | −2,947−17.6% | Reduced |
| Ameriflex Group, Inc. | 13,700 | $60.1K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 13,087 | $57.5K | 0.00% | +13,087 | New |
| Great Valley Advisor Group, Inc. | 13,073 | $57.4K | 0.00% | +321+2.5% | Added |
| Oppenheimer & Co Inc | 12,009 | $52.7K | 0.00% | +12,009 | New |
| Sowell Financial Services LLC | 11,998 | $52.7K | 0.00% | +224+1.9% | Added |
| Private Advisor Group, LLC | 11,661 | $51.2K | 0.00% | −2,191−15.8% | Reduced |
| Future Financial Wealth Managment LLC | 10,000 | $47.6K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 10,791 | $47.4K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 10,517 | $46.2K | 0.00% | +10,517 | New |
| PFG Investments, LLC | 10,396 | $45.6K | 0.00% | +282+2.8% | Added |
| US Bancorp | 10,369 | $45.5K | 0.00% | +3,758+56.8% | Added |
| Stephens Inc | 10,278 | $45.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,154 | $44.6K | 0.00% | −61,705−85.9% | Reduced |
| United Capital Financial Advisers, LLC | 10,447 | $44.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 8,360 | $36.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6,709 | $29.5K | 0.02% | −964−12.6% | Reduced |
| Larson Financial Group LLC | 6,084 | $26.7K | 0.00% | +84+1.4% | Added |
| The PNC Financial Services Group, Inc. | 5,034 | $22.1K | 0.00% | −200−3.8% | Reduced |
| Private Trust Co NA | 4,880 | $21.4K | 0.00% | +3,880+388.0% | Added |
| Parallel Advisors, LLC | 3,844 | $16.9K | 0.00% | 00.0% | Unchanged |