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 139 institutions that hold shares in the stock, with a total of 35.1 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$5,160
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
900
shares
|
$4,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
838
shares
|
$4,324
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
523
shares
|
$2,698
0.0% of portfolio
|
Q3 2024
Reduced 36.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
276
shares
|
$1,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
267
shares
|
$1,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
246
shares
|
$1,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
162
shares
|
$835
0.0% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
144
shares
|
$743
0.0% of portfolio
|
Q2 2024
Reduced 28.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
115
shares
|
$593
0.0% of portfolio
|
Q3 2024
Reduced 68.23%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
61
shares
|
$314
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
34
shares
|
$175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2
shares
|
$10
0.0% of portfolio
|
Q4 2021
Reduced 99.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|