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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
15,953
shares
|
$78,329
0.01% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,844
shares
|
$77,794
0.01% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,953
shares
|
$73,419
0.0% of portfolio
|
Q3 2024
Reduced 41.48%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
14,440
shares
|
$70,900
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
14,436
shares
|
$70,880
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
14,409
shares
|
$70,748
0.0% of portfolio
|
Q2 2025
Reduced 35.9%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
14,181
shares
|
$69,628
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
13,981
shares
|
$68,646
0.01% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
13,552
shares
|
$66,540
0.0% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13,104
shares
|
$64,340
0.0% of portfolio
|
Q2 2025
Reduced 24.86%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,982
shares
|
$63,741
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
12,700
shares
|
$62,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,500
shares
|
$61,375
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,798
shares
|
$57,928
0.0% of portfolio
|
Q2 2025
Reduced 55.79%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,600
shares
|
$56,956
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,892
shares
|
$53,479
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
10,447
shares
|
$51,294
0.0% of portfolio
|
Q4 2024
Reduced 16.07%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
10,295
shares
|
$50,548
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
10,278
shares
|
$50,464
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
10,000
shares
|
$49,100
0.04% of portfolio
|
Q1 2024
Reduced 75.13%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
7,897
shares
|
$38,774
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,766
shares
|
$38,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,340
shares
|
$36,039
0.01% of portfolio
|
Q2 2025
Added 41.05%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
7,261
shares
|
$35,651
0.03% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,147
shares
|
$35,091
0.0% of portfolio
|
Q1 2020
Reduced 44.14%
|