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 |
---|---|---|---|---|---|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,000
shares
|
$29,580
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,608
shares
|
$27,647
0.0% of portfolio
|
Q2 2023
Added 17.03%
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,204
shares
|
$25,655
0.01% of portfolio
|
Q1 2025
Reduced 44.69%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,974
shares
|
$24,521
0.0% of portfolio
|
Q2 2022
Reduced 36.96%
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,732
shares
|
$18,398
0.02% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,621
shares
|
$17,851
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
3,364
shares
|
$16,584
0.0% of portfolio
|
Q1 2025
Added 88.25%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,159
shares
|
$15,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
3,000
shares
|
$14,790
0.0% of portfolio
|
Q1 2020
Reduced 1.02%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,316
shares
|
$11,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,153
shares
|
$10,614
0.0% of portfolio
|
Q4 2024
Reduced 54.7%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,983
shares
|
$9,776
0.01% of portfolio
|
Q3 2017
New holding
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,500
shares
|
$7,395
0.0% of portfolio
|
Q2 2019
New holding
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,315
shares
|
$6,482
0.0% of portfolio
|
Q4 2023
Added 97.74%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$5,916
0.0% of portfolio
|
Q1 2023
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,000
shares
|
$4,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$4,930
0.0% of portfolio
|
Q1 2022
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$4,930
0.0% of portfolio
|
Q3 2022
New holding
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$4,930
0.0% of portfolio
|
Q2 2022
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
900
shares
|
$4,437
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
838
shares
|
$4,131
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
550
shares
|
$2,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
523
shares
|
$2,578
0.0% of portfolio
|
Q3 2024
Reduced 36.76%
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
400
shares
|
$1,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
276
shares
|
$1,360
0.0% of portfolio
|
Q1 2025
Added 3.37%
|