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 117 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
11,524,992
shares
|
$57.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,190,504
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
3,197,949
shares
|
$16.1 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,183,774
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,585,307
shares
|
$7.96 Million
0.6% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,411,052
shares
|
$7.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
833,321
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
799,471
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
665,253
shares
|
$3.34 Million
3.25% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
529,241
shares
|
$2.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
511,604
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
420,495
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Roumell Asset Management, LLC
Chevy Chase, MD |
Aug 13, 2024 Q2 2024 |
395,000
shares
|
$1.98 Million
3.9% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
341,059
shares
|
$1.71 Million
0.68% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
325,510
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 21.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
318,393
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
268,060
shares
|
$1.35 Million
0.53% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
238,026
shares
|
$1.19 Million
0.4% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
214,886
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
192,363
shares
|
$965,662
1.04% of portfolio
|
Q3 2024
Reduced 22.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
178,860
shares
|
$897,877
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
171,782
shares
|
$862,345
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
166,678
shares
|
$836,723
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
164,574
shares
|
$826,161
0.03% of portfolio
|
Q3 2024
Added 66.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
158,741
shares
|
$796,879
0.04% of portfolio
|
Q3 2024
Added 111.08%
|