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 134 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,482,631
shares
|
$51.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,346,993
shares
|
$26.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
3,696,579
shares
|
$18.2 Million
0.27% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,916,196
shares
|
$9.41 Million
0.51% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,845,097
shares
|
$9.06 Million
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,585,773
shares
|
$7.79 Million
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
945,863
shares
|
$4.64 Million
0.0% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
943,534
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
635,083
shares
|
$3.12 Million
2.27% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
604,482
shares
|
$2.97 Million
0.02% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
502,182
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
479,852
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 31.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
431,757
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Roumell Asset Management, LLC
Chevy Chase, MD |
Aug 13, 2024 Q2 2024 |
395,000
shares
|
$1.94 Million
3.9% of portfolio
|
Q2 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
386,511
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
352,815
shares
|
$1.73 Million
0.57% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
316,674
shares
|
$1.55 Million
0.38% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
291,921
shares
|
$1.43 Million
0.36% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
276,100
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
257,529
shares
|
$1.26 Million
0.43% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
241,121
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
236,055
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
225,100
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
199,200
shares
|
$978,072
0.0% of portfolio
|
Q2 2025
Added 33.58%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
173,024
shares
|
$849,547
0.64% of portfolio
|
Q2 2025
Reduced 0.21%
|