ENVESTNET ASSET MANAGEMENT INC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1407543
Berwyn, PA
Position in IGR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$107,936
+$22,272 QoQ
Shares Held
24,587
+25.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. IGR ranks #250 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in IGR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,936 | 24,587 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $85,664 | 19,558 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $98,240 | 19,113 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $112,343 | 21,237 | Shares | Sole | 2025-08-01 | |
| 2022-09-30 | $130,292 | 22,581 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $297,522 | 40,981 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $410,868 | 45,450 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $516,970 | 52,806 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $509,232 | 60,913 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $824,950 | 93,638 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $831,554 | 106,473 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $778,829 | 113,202 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $745,179 | 124,612 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $900,765 | 150,882 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $805,440 | 153,710 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||