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 134 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
43,152
shares
|
$206,698
0.0% of portfolio
|
Q3 2025
Added 75.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
42,442
shares
|
$203,297
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
40,291
shares
|
$192,993
0.07% of portfolio
|
Q3 2024
Added 805720.0%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
38,478
shares
|
$184,309
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
36,662
shares
|
$175,610
0.0% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,249
shares
|
$168,842
0.0% of portfolio
|
Q4 2023
Reduced 13.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
34,735
shares
|
$166,380
0.11% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
34,192
shares
|
$163,779
0.0% of portfolio
|
Q4 2025
Reduced 18.69%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,743
shares
|
$161,628
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
30,000
shares
|
$143,700
0.01% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
29,749
shares
|
$142,497
0.0% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
27,400
shares
|
$131,246
0.05% of portfolio
|
Q3 2025
Added 552.38%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
26,250
shares
|
$125,737
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
25,500
shares
|
$122,145
0.01% of portfolio
|
Q3 2025
Added 104.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
25,114
shares
|
$120,296
0.0% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
21,000
shares
|
$100,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
19,962
shares
|
$95,617
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,113
shares
|
$91,551
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
18,957
shares
|
$90,804
0.0% of portfolio
|
Q3 2025
Reduced 52.46%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
18,927
shares
|
$90,660
0.0% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
16,771
shares
|
$80,333
0.01% of portfolio
|
Q4 2025
Added 6.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
16,669
shares
|
$79,844
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
15,953
shares
|
$76,414
0.01% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
15,078
shares
|
$72,223
0.0% of portfolio
|
Q3 2025
Added 46.7%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
14,842
shares
|
$71,093
0.07% of portfolio
|
Q3 2025
Reduced 33.87%
|
|