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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
17,439
shares
|
$85,974
0.0% of portfolio
|
Q1 2025
Added 57.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
17,373
shares
|
$85,648
0.0% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
17,206
shares
|
$84,825
0.07% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
16,680
shares
|
$82,232
0.0% of portfolio
|
Q1 2025
Reduced 21.73%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
14,980
shares
|
$73,851
0.01% of portfolio
|
Q2 2024
Added 22.99%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
14,953
shares
|
$73,718
0.0% of portfolio
|
Q3 2024
Reduced 41.48%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
14,440
shares
|
$71,189
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
14,436
shares
|
$71,169
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
14,242
shares
|
$70,213
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,025
shares
|
$69,143
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
13,552
shares
|
$66,811
0.0% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
13,495
shares
|
$66,530
0.01% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,000
shares
|
$64,089
0.01% of portfolio
|
Q4 2024
Reduced 70.11%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,500
shares
|
$61,625
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,306
shares
|
$60,668
0.01% of portfolio
|
Q1 2025
Reduced 20.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,138
shares
|
$59,840
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,892
shares
|
$53,697
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
10,610
shares
|
$52,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,551
shares
|
$52,016
0.0% of portfolio
|
Q1 2025
Reduced 39.47%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
10,481
shares
|
$51,671
0.05% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,447
shares
|
$51,503
0.0% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
10,295
shares
|
$50,754
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
10,000
shares
|
$49,300
0.04% of portfolio
|
Q1 2024
Reduced 75.13%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
7,897
shares
|
$38,932
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,147
shares
|
$35,234
0.0% of portfolio
|
Q1 2020
Reduced 44.14%
|