Global Retirement Partners, LLC
PensionPosition in IGR — Cbre Global Real Estate Income Fund
CIK 1749744
San Rafael, CA
Position in IGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$291,162
-$29,471 QoQ
Shares Held
63,159
-13.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#34
of 124 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. IGR ranks #44 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
44,901 | $5,283,500 | |
| 2 | BLK |
BlackRock, Inc.
|
5,488 | $5,277,041 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
103,935 | $2,464,298 | |
| 4 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
64,990 | $1,699,488 | |
| 5 | STT |
State Street Corp
|
9,882 | $1,675,987 | |
| 6 | APO |
Apollo Global Management, Inc.
|
12,053 | $1,425,990 | |
| 7 | ARCC |
Ares Capital Corp
|
75,075 | $1,391,139 | |
| 8 | OTF |
Blue Owl Technology Finance Corp.
|
121,264 | $1,255,082 |
All Filings in IGR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,162 | 63,159 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $320,633 | 73,204 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $129,085 | 25,114 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $117,892 | 22,286 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $107,171 | 22,281 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $143,856 | 21,896 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $129,124 | 25,620 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $180,655 | 33,579 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $219,985 | 40,513 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $182,308 | 40,513 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $208,378 | 39,843 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $210,785 | 39,696 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $226,031 | 39,447 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $226,916 | 39,327 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $283,974 | 39,115 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $352,795 | 39,026 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $14,563 | 1,742 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $15,347 | 1,742 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $13,605 | 1,742 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $11,984 | 1,742 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $10,417 | 1,742 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $10,399 | 1,742 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,128 | 1,742 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||