Purchases and Sales Made in Q3 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 Q3 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 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
281+ 0.23% |
$1.35K - $1.51K
|
121K
$582K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
209+ 1.77% |
$1.01K - $1.12K
|
12K
$57.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
142+ 0.72% |
$683 - $761
|
20K
$95.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
131+ 0.79% |
$630 - $702
|
16.7K
$79.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
27+ 0.37% |
$130 - $145
|
7.29K
$34.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 1.16% |
$101 - $113
|
1.83K
$8.77K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
20+ 7.25% |
$96.2 - $107
|
296
$1.42K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 3.45% |
$28.9 - $32.2
|
180
$862
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23- 51.11% |
$111 - $123
|
22
$105
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-25- 0.17% |
$120 - $134
|
14.4K
$69K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44- 0.06% |
$212 - $236
|
78.6K
$377K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-71- 0.45% |
$342 - $381
|
15.8K
$75.6K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-163- 0.38% |
$784 - $874
|
42.4K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-500- 31.73% |
$2.41K - $2.68K
|
1.08K
$5.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-738- 4.94% |
$3.55K - $3.96K
|
14.2K
$68.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.59K- 5.07% |
$7.65K - $8.52K
|
29.7K
$142K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.73K- 12.0% |
$8.32K - $9.27K
|
12.7K
$60.7K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.93KClosed |
$9.29K - $10.4K
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.12K- 10.0% |
$10.2K - $11.4K
|
19.1K
$91.6K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-2.21KClosed |
$10.6K - $11.8K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.48K- 0.64% |
$11.9K - $13.3K
|
384K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.56K- 70.67% |
$12.3K - $13.7K
|
1.06K
$5.09K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.31K- 23.53% |
$20.8K - $23.1K
|
14K
$67.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-5.84K- 11.84% |
$28.1K - $31.3K
|
43.5K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.19K- 6.14% |
$29.8K - $33.2K
|
94.6K
$453K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-6.51K- 25.59% |
$31.3K - $34.9K
|
18.9K
$90.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.56K- 3.79% |
$36.3K - $40.5K
|
192K
$918K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.6K- 33.87% |
$36.6K - $40.7K
|
14.8K
$71.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.56K- 3.8% |
$41.2K - $45.9K
|
217K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.46K- 11.74% |
$45.5K - $50.7K
|
71.1K
$341K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 51.79% |
$52.5K - $58.6K
|
10.2K
$48.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11K- 14.43% |
$53K - $59.1K
|
65.3K
$313K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.1K- 68.65% |
$62.8K - $69.9K
|
5.96K
$28.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 16.15% |
$66.4K - $73.9K
|
71.6K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-14K- 8.08% |
$67.2K - $74.9K
|
159K
$762K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-19.3K- 5.47% |
$92.9K - $104K
|
334K
$1.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.9K- 52.46% |
$101K - $112K
|
19K
$90.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.5K- 98.18% |
$104K - $115K
|
400
$1.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-33.9K- 20.34% |
$163K - $182K
|
133K
$636K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-36K- 79.87% |
$173K - $193K
|
9.07K
$43.5K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-40.4K- 7.02% |
$195K - $217K
|
535K
$2.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-41.9K- 6.59% |
$201K - $224K
|
593K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48.8K- 80.3% |
$235K - $261K
|
12K
$57.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-220K- 80.55% |
$1.06M - $1.18M
|
53.2K
$255K
|
|