Purchases and Sales Made in Q2 2025 in Cbre Global Real Estate Income Fund (IGR)
This table provides information about the institutional ownership of Cbre Global Real Estate Income Fund (IGR) during Q2 2025. The information is specifically focused on institutions that hold shares of CBRE GLOBAL REAL ESTATE INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 31.38% |
$496K - $606K
|
480K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 31.38% |
$496K - $606K
|
480K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
109K+ 3.05% |
$473K - $578K
|
3.7M
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.7K+ 11.16% |
$410K - $501K
|
944K
$4.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
84.9KNew |
$368K - $449K
|
84.9K
$407K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61.9K+ 3.34% |
$268K - $328K
|
1.92M
$9.18M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
52.5K+ 1560.08% |
$227K - $278K
|
55.8K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50.1K+ 33.58% |
$217K - $265K
|
199K
$954K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48K+ 5.35% |
$208K - $254K
|
946K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.3K+ 3.01% |
$201K - $245K
|
1.59M
$7.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.2K+ 11.62% |
$174K - $213K
|
387K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.9KNew |
$173K - $211K
|
39.9K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
32.8K+ 11.55% |
$142K - $173K
|
317K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.5K+ 123.18% |
$102K - $124K
|
42.6K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
23.2K+ 8.65% |
$101K - $123K
|
292K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2KNew |
$92K - $112K
|
21.2K
$102K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19.8K+ 33.71% |
$85.9K - $105K
|
78.7K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 3.24% |
$68.3K - $83.4K
|
502K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$56.2K - $68.7K
|
13K
$62.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.7KNew |
$55K - $67.2K
|
12.7K
$60.8K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.8K+ 2.81% |
$51K - $62.3K
|
432K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.6KNew |
$50.2K - $61.4K
|
11.6K
$55.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.2K+ 7.17% |
$48.3K - $59K
|
167K
$798K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.4K+ 79.17% |
$36.4K - $44.4K
|
19K
$91.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
8.14K+ 8.33% |
$35.3K - $43.1K
|
106K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.77KNew |
$33.6K - $41.1K
|
7.77K
$37.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
7.14K+ 3.12% |
$30.9K - $37.8K
|
236K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.24K+ 30.43% |
$22.7K - $27.7K
|
22.4K
$107K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.69K+ 0.93% |
$20.3K - $24.8K
|
507K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.29K+ 1.94% |
$18.6K - $22.7K
|
225K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.05K+ 7.77% |
$13.2K - $16.2K
|
42.3K
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3K+ 1.18% |
$13K - $15.9K
|
258K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 3.6% |
$12.8K - $15.7K
|
85.4K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
2.82KNew |
$12.2K - $14.9K
|
2.82K
$13.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.75KNew |
$11.9K - $14.5K
|
2.75K
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.45K+ 0.13% |
$10.6K - $13K
|
1.85M
$8.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.14K+ 41.05% |
$9.25K - $11.3K
|
7.34K
$35.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.93KNew |
$8.36K - $10.2K
|
1.93K
$9.25K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.87K+ 2.12% |
$8.09K - $9.88K
|
90.1K
$432K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.77K+ 2.48% |
$7.67K - $9.37K
|
73.1K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.75K+ 3073.68% |
$7.59K - $9.27K
|
1.81K
$8.67K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.66K+ 9.93% |
$7.17K - $8.76K
|
18.3K
$87.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
973+ 6.5% |
$4.21K - $5.15K
|
16K
$76.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
788+ 3.2% |
$3.41K - $4.17K
|
25.4K
$122K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
738+ 88.07% |
$3.2K - $3.9K
|
1.58K
$7.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
623+ 0.18% |
$2.7K - $3.3K
|
353K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
486+ 3.6% |
$2.1K - $2.57K
|
14K
$67K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
321+ 0.61% |
$1.39K - $1.7K
|
53.3K
$255K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
279+ 1.34% |
$1.21K - $1.48K
|
21.1K
$101K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
217+ 1.11% |
$940 - $1.15K
|
19.8K
$94.9K
|
|