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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
45,074
shares
|
$221,313
0.0% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
42,605
shares
|
$209,190
0.0% of portfolio
|
Q2 2025
Added 123.18%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
42,345
shares
|
$207,913
0.03% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
41,403
shares
|
$203,288
0.0% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
40,688
shares
|
$199,778
0.01% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
40,291
shares
|
$197,828
0.08% of portfolio
|
Q3 2024
Added 805720.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
39,877
shares
|
$195,796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
36,662
shares
|
$180,010
0.0% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,249
shares
|
$173,072
0.0% of portfolio
|
Q4 2023
Reduced 13.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
34,735
shares
|
$170,548
0.11% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,743
shares
|
$165,678
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
31,339
shares
|
$153,874
0.0% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
30,000
shares
|
$147,300
0.01% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
25,437
shares
|
$124,895
0.01% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
24,600
shares
|
$120,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
22,442
shares
|
$110,190
0.1% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
22,286
shares
|
$109,424
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
21,934
shares
|
$107,695
0.0% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
21,237
shares
|
$104,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
21,093
shares
|
$103,566
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20,141
shares
|
$98,892
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
19,820
shares
|
$97,316
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
19,010
shares
|
$93,339
0.01% of portfolio
|
Q2 2025
Added 79.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
18,336
shares
|
$90,029
0.0% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
16,538
shares
|
$81,201
0.0% of portfolio
|
Q2 2025
Reduced 4.81%
|