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 131 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
11,496,235
shares
|
$56.7 Million
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,351,671
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
3,587,307
shares
|
$17.7 Million
0.33% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,854,282
shares
|
$9.14 Million
0.53% of portfolio
|
Q1 2025
Added 53.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,842,648
shares
|
$9.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,539,463
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
897,855
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
848,820
shares
|
$4.18 Million
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
706,141
shares
|
$3.48 Million
2.72% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
604,482
shares
|
$2.98 Million
0.02% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
486,408
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Added 20.82%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
419,972
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Added 85.1%
|
|
|
Roumell Asset Management, LLC
Chevy Chase, MD |
Aug 13, 2024 Q2 2024 |
395,000
shares
|
$1.95 Million
3.9% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
365,245
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
352,192
shares
|
$1.74 Million
0.57% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
346,267
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
310,217
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 38.7%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
283,880
shares
|
$1.4 Million
0.39% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
268,674
shares
|
$1.32 Million
0.34% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
254,532
shares
|
$1.25 Million
0.5% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
241,121
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
228,912
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
220,806
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
173,392
shares
|
$854,822
0.7% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
166,071
shares
|
$818,730
0.14% of portfolio
|
Q1 2025
Added 5.66%
|