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 138 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 $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
11,011,344
shares
|
$58.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,243,941
shares
|
$28 Million
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
3,428,958
shares
|
$18.3 Million
0.3% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,994,360
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,349,781
shares
|
$7.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,210,353
shares
|
$6.45 Million
0.32% of portfolio
|
Q4 2024
Reduced 23.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
856,486
shares
|
$4.57 Million
0.0% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
779,076
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
694,341
shares
|
$3.7 Million
2.33% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
604,482
shares
|
$3.22 Million
0.02% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
506,079
shares
|
$2.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
402,580
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Roumell Asset Management, LLC
Chevy Chase, MD |
Aug 13, 2024 Q2 2024 |
395,000
shares
|
$2.11 Million
3.9% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
337,981
shares
|
$1.8 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
309,921
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
309,639
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
250,261
shares
|
$1.33 Million
0.3% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
246,225
shares
|
$1.31 Million
0.35% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
227,268
shares
|
$1.21 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
226,895
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
221,544
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
191,004
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
189,621
shares
|
$1.01 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
171,782
shares
|
$915,598
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
166,795
shares
|
$889,017
0.32% of portfolio
|
Q4 2024
New holding
|