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 136 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
14,642
shares
|
$70,135
0.0% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,622
shares
|
$70,039
0.0% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,500
shares
|
$69,455
0.0% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
14,491
shares
|
$69,411
0.01% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
14,445
shares
|
$69,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
14,440
shares
|
$69,167
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
14,411
shares
|
$69,028
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,215
shares
|
$68,089
0.0% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
14,181
shares
|
$67,926
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
14,022
shares
|
$67,165
0.0% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
12,680
shares
|
$60,737
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
12,617
shares
|
$60,435
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,532
shares
|
$60,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
12,048
shares
|
$57,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,007
shares
|
$57,513
0.0% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
11,966
shares
|
$57,317
0.0% of portfolio
|
Q3 2025
Reduced 80.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,892
shares
|
$52,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
10,447
shares
|
$50,041
0.0% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
10,295
shares
|
$49,313
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
10,169
shares
|
$48,709
0.0% of portfolio
|
Q3 2025
Reduced 51.79%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
10,000
shares
|
$47,900
0.03% of portfolio
|
Q1 2024
Reduced 75.13%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
9,074
shares
|
$43,464
0.0% of portfolio
|
Q3 2025
Reduced 79.87%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
7,897
shares
|
$37,826
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
7,288
shares
|
$34,909
0.03% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,147
shares
|
$34,234
0.0% of portfolio
|
Q1 2020
Reduced 44.14%
|
|