STIFEL FINANCIAL CORP
Position in IGR — Cbre Global Real Estate Income Fund
CIK 720672
ST. LOUIS, MO
Position in IGR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$745,935
-$90,955 QoQ
Shares Held
169,917
-11.1% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.73516481576299.ToString("F0")%
Shared 0.ToString("F0")%
None 0.26483518423700986.ToString("F0")%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,341,614,829 across 284 Asset Management names. IGR ranks #159 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,948,494 | $224,057,322 | |
| 2 | BLK |
BlackRock, Inc.
|
115,577 | $111,151,553 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
2,447,859 | $99,064,851 | |
| 4 | TROW |
Price T Rowe Group Inc
|
771,208 | $69,516,687 | |
| 5 | ARCC |
Ares Capital Corp
|
2,638,719 | $47,549,713 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
858,339 | $30,419,533 | |
| 7 | AMP |
Ameriprise Financial Inc
|
61,117 | $27,160,394 | |
| 8 | APO |
Apollo Global Management, Inc.
|
242,468 | $27,015,782 |
All Filings in IGR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $745,935 | 169,917 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $836,890 | 191,071 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,113,000 | 216,537 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,190,779 | 225,100 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,139,358 | 220,806 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $918,729 | 191,004 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,175,110 | 178,860 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $847,667 | 168,188 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $856,716 | 159,241 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $803,754 | 148,021 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $672,322 | 149,405 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $904,450 | 172,935 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $860,474 | 162,048 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,034,276 | 180,502 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,052,448 | 182,400 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,292,722 | 178,061 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,578,302 | 174,591 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,977,080 | 201,949 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,431,666 | 171,252 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,587,702 | 180,216 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,333,612 | 170,757 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,432,051 | 208,147 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,189,224 | 198,867 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,233,018 | 374,040 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,142,677 | 408,908 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||