Creative Planning

Position in IGR — Cbre Global Real Estate Income Fund

CIK 1540235 OVERLAND PARK, KS

Position in IGR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$62,961

-$19,107 QoQ

Shares Held

14,342

-23.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. IGR ranks #173 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	401,722	$46,194,012
2	CGBD	Carlyle Secured Lending, Inc.	3,231,986	$35,357,926
3	BXSL	Blackstone Secured Lending Fund	1,360,717	$32,235,385
4	BN	BROOKFIELD Corp /ON/	794,790	$32,165,151
5	BLK	BlackRock, Inc.	29,533	$28,402,181
6	JHG	Janus Henderson Group Ltc.	364,316	$18,714,912
7	AMP	Ameriprise Financial Inc	39,543	$17,572,909
8	STT	State Street Corp	113,253	$14,333,299

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$62,961	14,342	-23.5%	Shares	Sole	2026-05-12
2025-12-31	$82,068	18,737	+49.5%	Shares	Sole	2026-02-17
2025-09-30	$64,414	12,532	+12.3%	Shares	Sole	2025-11-14
2024-03-31	$60,062	11,164	-6.2%	Shares	Sole	2024-05-13
2023-03-31	$63,210	11,904	-13.9%	Shares	Sole	2023-05-15
2022-12-31	$79,211	13,824	+18.9%	Shares	Sole	2023-02-10
2022-09-30	$67,087	11,627	-25.3%	Shares	Sole	2022-11-03
2022-06-30	$113,045	15,571	-16.7%	Shares	Sole	2022-08-15
2022-03-31	$168,984	18,693	+65.1%	Shares	Sole	2022-05-16
2021-12-31	$110,861	11,324	+7.1%	Shares	Sole	2022-02-11
2021-09-30	$88,398	10,574	+3.8%	Shares	Sole	2021-11-10
2021-03-31	$79,591	10,191	-0.8%	Shares	Sole	2021-04-30
2020-09-30	$61,420	10,271	-44.6%	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.