NewEdge Advisors, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in IGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$180,237
+$83,570 QoQ
Shares Held
39,097
+77.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 124 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,700,436 across 298 Asset Management names. IGR ranks #215 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in IGR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,237 | 39,097 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $96,667 | 22,020 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $171,582 | 39,174 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $218,151 | 42,442 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $225,380 | 42,605 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $98,504 | 19,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,933 | 19,113 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $125,572 | 19,113 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $100,164 | 19,874 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $106,922 | 19,874 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $100,313 | 18,474 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $94,131 | 20,918 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $187,317 | 35,816 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $188,542 | 35,507 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $196,321 | 34,262 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $113,276 | 19,632 | Shares | Sole | 2022-11-14 | |
| 2020-03-31 | $53,793 | 10,266 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||