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 140 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,814
shares
|
$106,567
0.0% of portfolio
|
Q4 2024
Added 43.65%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
20,231
shares
|
$103,582
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
20,170
shares
|
$103,270
0.08% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
20,095
shares
|
$102,886
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,113
shares
|
$97,858
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
18,798
shares
|
$96,245
0.0% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,411
shares
|
$94,264
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
17,431
shares
|
$89,246
0.0% of portfolio
|
Q4 2024
Reduced 49.89%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,392
shares
|
$78,807
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
14,980
shares
|
$76,697
0.01% of portfolio
|
Q2 2024
Added 22.99%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
14,953
shares
|
$76,559
0.0% of portfolio
|
Q3 2024
Reduced 41.48%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,643
shares
|
$74,972
0.0% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
14,440
shares
|
$73,932
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
14,436
shares
|
$73,912
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
14,382
shares
|
$73,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,242
shares
|
$72,919
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,132
shares
|
$72,355
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,086
shares
|
$67,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
13,037
shares
|
$66,749
0.01% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,000
shares
|
$66,560
0.01% of portfolio
|
Q4 2024
Reduced 70.11%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
12,632
shares
|
$64,675
0.04% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
12,500
shares
|
$64,000
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,196
shares
|
$62,443
0.0% of portfolio
|
Q4 2024
Added 21.56%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
12,000
shares
|
$61,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,255
shares
|
$57,625
0.01% of portfolio
|
Q4 2024
New holding
|