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 |
---|---|---|---|---|---|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,000
shares
|
$29,460
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,608
shares
|
$27,535
0.0% of portfolio
|
Q2 2023
Added 17.03%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,974
shares
|
$24,422
0.0% of portfolio
|
Q2 2022
Reduced 36.96%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,200
shares
|
$20,622
0.01% of portfolio
|
Q2 2025
Reduced 85.31%
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,732
shares
|
$18,324
0.02% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,621
shares
|
$17,779
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,159
shares
|
$15,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$14,730
0.0% of portfolio
|
Q1 2020
Reduced 1.02%
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
2,823
shares
|
$13,860
0.01% of portfolio
|
Q2 2025
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,750
shares
|
$13,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,153
shares
|
$10,571
0.0% of portfolio
|
Q4 2024
Reduced 54.7%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,983
shares
|
$9,736
0.01% of portfolio
|
Q3 2017
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,931
shares
|
$9,481
0.0% of portfolio
|
Q2 2025
New holding
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,809
shares
|
$8,882
0.0% of portfolio
|
Q2 2025
Added 3073.68%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,576
shares
|
$7,738
0.0% of portfolio
|
Q2 2025
Added 88.07%
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$7,365
0.0% of portfolio
|
Q2 2019
New holding
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,315
shares
|
$6,456
0.0% of portfolio
|
Q4 2023
Added 97.74%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$5,892
0.0% of portfolio
|
Q1 2023
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$4,910
0.0% of portfolio
|
Q3 2022
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$4,910
0.0% of portfolio
|
Q1 2022
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$4,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$4,910
0.0% of portfolio
|
Q2 2022
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
900
shares
|
$4,419
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
550
shares
|
$2,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
523
shares
|
$2,567
0.0% of portfolio
|
Q3 2024
Reduced 36.76%
|