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 $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
155,434
shares
|
$766,289
0.0% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
149,122
shares
|
$735,171
0.0% of portfolio
|
Q1 2025
Added 19.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
132,723
shares
|
$654,324
0.0% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,439
shares
|
$514,884
0.0% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
101,489
shares
|
$500,340
0.02% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
98,434
shares
|
$485,279
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
97,791
shares
|
$482,109
0.17% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
93,852
shares
|
$462,690
0.0% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
88,243
shares
|
$435,037
0.19% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
84,981
shares
|
$418,956
0.01% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
82,448
shares
|
$406,468
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
71,342
shares
|
$351,716
0.02% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
67,547
shares
|
$333,006
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
66,452
shares
|
$327,608
0.0% of portfolio
|
Q1 2025
Added 82.01%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
65,778
shares
|
$324,285
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
58,852
shares
|
$290,140
0.0% of portfolio
|
Q1 2025
Added 190.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,547
shares
|
$288,636
0.0% of portfolio
|
Q3 2024
Reduced 48.42%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
54,999
shares
|
$271,145
0.02% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
54,884
shares
|
$270,578
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
54,143
shares
|
$266,924
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
53,750
shares
|
$264,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
52,952
shares
|
$261,053
0.0% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
49,327
shares
|
$243,182
0.11% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
47,588
shares
|
$234,608
0.0% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
46,768
shares
|
$230,566
0.01% of portfolio
|
Q1 2025
New holding
|