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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
6,543
shares
|
$31,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$28,740
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,960
shares
|
$28,548
0.0% of portfolio
|
Q3 2025
Reduced 68.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,608
shares
|
$26,862
0.0% of portfolio
|
Q2 2023
Added 17.03%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,974
shares
|
$23,825
0.0% of portfolio
|
Q2 2022
Reduced 36.96%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,844
shares
|
$18,412
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,732
shares
|
$17,876
0.02% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,159
shares
|
$15,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
3,000
shares
|
$14,370
0.0% of portfolio
|
Q1 2020
Reduced 1.02%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
2,823
shares
|
$13,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,153
shares
|
$10,312
0.0% of portfolio
|
Q4 2024
Reduced 54.7%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
2,000
shares
|
$9,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,983
shares
|
$9,498
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,830
shares
|
$8,765
0.0% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$7,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$7,185
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,315
shares
|
$6,298
0.0% of portfolio
|
Q4 2023
Added 97.74%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$5,748
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,076
shares
|
$5,154
0.0% of portfolio
|
Q3 2025
Reduced 31.73%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,062
shares
|
$5,086
0.0% of portfolio
|
Q3 2025
Reduced 70.67%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$4,790
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$4,790
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$4,790
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
1,000
shares
|
$4,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
900
shares
|
$4,311
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|