NewEdge Advisors, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in IGR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$96,667
-$74,915 QoQ
Shares Held
22,020
-43.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 91.82561307901908.ToString("F0")%
Shared 0.ToString("F0")%
None 8.174386920980927.ToString("F0")%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $298,866,626 across 303 Asset Management names. IGR ranks #242 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,807 | $69,057,509 | |
| 2 | BX |
Blackstone Inc.
|
90,619 | $10,420,278 | |
| 3 | AMP |
Ameriprise Financial Inc
|
15,896 | $7,064,182 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
385,169 | $6,590,241 | |
| 5 | KKR |
KKR & Co. Inc.
|
64,649 | $5,980,032 | |
| 6 | RJF |
Raymond James Financial Inc
|
31,020 | $4,491,385 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
387,632 | $4,457,768 | |
| 8 | IQI |
Invesco Quality Municipal Income Trust
|
455,485 | $4,381,765 |
All Filings in IGR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||