Creative Planning
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1540235
OVERLAND PARK, KS
Position in IGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$88,410
+$25,449 QoQ
Shares Held
19,178
+33.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 124 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $560,003,629 across 178 Asset Management names. IGR ranks #170 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | JHG |
Janus Henderson Group Ltd.
|
452,530 | $23,508,932 | |
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in IGR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,410 | 19,178 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $62,961 | 14,342 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $82,068 | 18,737 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $64,414 | 12,532 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $60,062 | 11,164 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $63,210 | 11,904 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $79,211 | 13,824 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $67,087 | 11,627 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $113,045 | 15,571 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $168,984 | 18,693 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $110,861 | 11,324 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $88,398 | 10,574 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $79,591 | 10,191 | Shares | Sole | 2021-04-30 | |
| 2020-09-30 | $61,420 | 10,271 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $110,713 | 18,545 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||