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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,081
shares
|
$56,734
0.0% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,892
shares
|
$55,767
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
10,447
shares
|
$53,488
0.0% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
10,295
shares
|
$52,710
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,216
shares
|
$52,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
10,000
shares
|
$51,200
0.04% of portfolio
|
Q1 2024
Reduced 75.13%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,409
shares
|
$48,174
0.02% of portfolio
|
Q4 2024
Reduced 52.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,147
shares
|
$36,592
0.0% of portfolio
|
Q1 2020
Reduced 44.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,103
shares
|
$36,367
0.0% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,608
shares
|
$28,712
0.0% of portfolio
|
Q2 2023
Added 17.03%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,000
shares
|
$25,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,974
shares
|
$25,466
0.0% of portfolio
|
Q2 2022
Reduced 36.96%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,732
shares
|
$19,107
0.02% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,621
shares
|
$18,539
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,159
shares
|
$16,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$15,360
0.0% of portfolio
|
Q1 2020
Reduced 1.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,153
shares
|
$11,023
0.0% of portfolio
|
Q4 2024
Reduced 54.7%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,983
shares
|
$10,152
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,787
shares
|
$9,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,500
shares
|
$7,680
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,436
shares
|
$7,352
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,315
shares
|
$6,732
0.0% of portfolio
|
Q4 2023
Added 97.74%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,205
shares
|
$6,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$6,144
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$5,120
0.0% of portfolio
|
Q1 2022
New holding
|