Institutional Ownership Cbre Global Real Estate Income Fund (IGR)
This table provides information about the institutional ownership of Cbre Global Real Estate Income Fund (IGR). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
11,011,344
shares
|
$56.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,243,941
shares
|
$26.8 Million
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
3,587,307
shares
|
$18.3 Million
0.33% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,994,360
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,854,282
shares
|
$9.48 Million
0.53% of portfolio
|
Q1 2025
Added 53.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,349,781
shares
|
$6.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
856,486
shares
|
$4.38 Million
0.0% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
779,076
shares
|
$3.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
706,141
shares
|
$3.61 Million
2.72% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
604,482
shares
|
$3.09 Million
0.02% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
506,079
shares
|
$2.59 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
419,972
shares
|
$2.15 Million
0.07% of portfolio
|
Q1 2025
Added 85.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
402,580
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Roumell Asset Management, LLC
Chevy Chase, MD |
Aug 13, 2024 Q2 2024 |
395,000
shares
|
$2.02 Million
3.9% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
337,981
shares
|
$1.73 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
309,921
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
309,639
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
283,880
shares
|
$1.45 Million
0.39% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
268,674
shares
|
$1.37 Million
0.34% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
254,532
shares
|
$1.3 Million
0.5% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
221,544
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
191,004
shares
|
$976,030
0.0% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
189,553
shares
|
$968,615
0.06% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
173,392
shares
|
$886,033
0.7% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
166,795
shares
|
$852,322
0.32% of portfolio
|
Q4 2024
New holding
|