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IGR · Cbre Global Real Estate Income Fund · Holdings

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$11.47 -0.04 (-0.35%) At close · Oct 6
Rebalance outlook locked
Market Cap
$601.47M
Shares
50.59M
Volume · Oct 6 492.83K Avg daily vol (20 sessions) 418.35K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 123
Total Value: $169,118,537
Total Shares: 36,685,166
Showing 1–100 of 123 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 123 13F filers · Δ vs Mar 31, 2026
Top Holder
26.7%
Sep 2023 → Jun 2026 · range 24.5% – 36.0%
+1.7 pts
Top 5
65.7%
Sep 2023 → Jun 2026 · range 58.9% – 69.1%
−1.3 pts
Top 10
82.9%
Sep 2023 → Jun 2026 · range 71.0% – 83.3%
−0.4 pts
HHI
1,204
Sep 2023 → Jun 2026 · range 1,078 – 1,642
Broadly held+18

Quarterly Activity

vs Mar 31, 2026
New
17
Increased
41
Decreased
28
Sold Out
19
Unchanged
37
Holder count: -2
Institutional value: +8.6%
Shares held: +3.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +307,417 3,260,875
BANK OF AMERICA CORP /DE/ +95,967 692,583
Penserra Capital Management LLC +54,517 1,428,043
ROYAL BANK OF CANADA +37,274 308,849
FLAGSHIP HARBOR ADVISORS, LLC +30,949 775,733

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
UBS Group AG −215,441 1,668,223
WELLS FARGO & COMPANY/MN −70,891 897,773
READYSTATE ASSET MANAGEMENT LP −21,097 13,206
STIFEL FINANCIAL CORP −11,018 45,621
Cetera Investment Advisers −6,813 69,941

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
J.W. COLE ADVISORS, INC. 141,266 $1,953,708
Vinva Investment Management Ltd 47,830 $661,493
Global Retirement Partners, LLC 21,053 $291,162
StoneX Group Inc. 8,151 $112,728
HRT FINANCIAL LP 5,807 $80,310

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Virtu Financial LLC 22,977 $302,602
XTX Topco Ltd 19,018 $250,471
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 16,718 $220,174
EP Wealth Advisors, LLC 11,750 $154,743
Integrity Wealth Partners, LLC 9,795 $129,004
Filter: New 17 Increased 41 Reduced 28 Sold out 19 Unchanged 37
Showing 100 of 123
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $45,097,900 26.67% 9,782,625
UBS Group AG $23,071,528 13.64% 5,004,670
Penserra Capital Management LLC $19,749,834 11.68% 4,284,129
WELLS FARGO & COMPANY/MN $12,416,195 7.34% 2,693,318
FLAGSHIP HARBOR ADVISORS, LLC $10,728,391 6.34% 2,327,200
BANK OF AMERICA CORP /DE/ $9,578,426 5.66% 2,077,750
AMERIPRISE FINANCIAL INC $6,061,444 3.58% 1,314,847
LPL Financial LLC $5,433,857 3.21% 1,178,711
ROYAL BANK OF CANADA $4,271,385 2.53% 926,548
Sanctuary Advisors, LLC $3,782,472 2.24% 820,493
OSAIC HOLDINGS, INC. $1,988,057 1.18% 431,249
J.W. COLE ADVISORS, INC. $1,953,708 1.16% 423,798
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC $1,689,832 1.00% 366,558
WealthTrust Axiom LLC $1,581,764 0.94% 343,116
ROMAN BUTLER FULLERTON & CO $1,303,726 0.77% 282,804
Cooper Financial Group $1,224,093 0.72% 265,530
Tennessee Valley Asset Management Partners $1,203,947 0.71% 261,160
RAYMOND JAMES FINANCIAL INC $1,200,074 0.71% 260,320
180 WEALTH ADVISORS, LLC $1,077,937 0.64% 233,826
GUGGENHEIM CAPITAL LLC $984,843 0.58% 213,632
Cetera Investment Advisers $967,288 0.57% 209,824
Rayburn West Financial Services LLC $744,837 0.44% 161,570
Investment Partners Asset Management, Inc. $703,135 0.42% 152,524
Vinva Investment Management Ltd $661,493 0.39% 143,491
Rockefeller Capital Management L.P. $634,432 0.38% 137,621
STIFEL FINANCIAL CORP $630,933 0.37% 136,862
Mariner, LLC $576,954 0.34% 125,153
Samalin Investment Counsel, LLC $452,766 0.27% 98,214
IHT Wealth Management, LLC $407,422 0.24% 88,378
Compound Planning, Inc. $329,366 0.19% 71,446
FIFTH THIRD BANCORP $328,125 0.19% 71,177
NWF Advisory Services Inc. $317,167 0.19% 68,800
Cambridge Investment Research Advisors, Inc. $301,332 0.18% 65,365
Global Retirement Partners, LLC $291,162 0.17% 63,159
Moors & Cabot, Inc. $283,810 0.17% 61,564
Merit Financial Group, LLC $282,321 0.17% 61,241
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $273,317 0.16% 59,288
Live Oak Private Wealth LLC $253,015 0.15% 54,884
CITADEL ADVISORS LLC $245,800 0.15% 53,319
Sunpointe, LLC $242,370 0.14% 52,575
CHOREO, LLC $238,387 0.14% 51,711
Janney Montgomery Scott LLC $234,953 0.14% 50,966
Z3 Capital Partners, LLC $230,891 0.14% 50,085
SeaCrest Wealth Management, LLC $220,570 0.13% 47,846
Alteri Wealth LLC $215,379 0.13% 46,720
ECLECTIC ASSOCIATES INC /ADV $196,164 0.12% 42,552
QUATTRO FINANCIAL ADVISORS LLC $185,741 0.11% 40,291
READYSTATE ASSET MANAGEMENT LP $182,634 0.11% 39,617
NewEdge Advisors, LLC $180,237 0.11% 39,097
COMMONWEALTH EQUITY SERVICES, LLC $175,604 0.10% 38,092
ACCREDITED INVESTOR SERVICES, LLC $142,541 0.08% 30,920
LEAVELL INVESTMENT MANAGEMENT, INC. $135,994 0.08% 29,500
PARK AVENUE SECURITIES LLC $129,822 0.08% 28,161
Vestmark Advisory Solutions, Inc. $120,952 0.07% 26,237
ELEVATION POINT WEALTH PARTNERS, LLC $120,952 0.07% 26,237
BOOTHBAY FUND MANAGEMENT, LLC $120,477 0.07% 26,134
ENVESTNET ASSET MANAGEMENT INC $117,785 0.07% 25,550
StoneX Group Inc. $112,728 0.07% 24,453
Sigma Planning Corp $93,361 0.06% 20,252
Indivisible Partners $91,849 0.05% 19,924
Creative Planning $88,410 0.05% 19,178
Private Advisor Group, LLC $86,621 0.05% 18,790
KESTRA PRIVATE WEALTH SERVICES, LLC $85,284 0.05% 18,500
BURNEY CO/ $83,533 0.05% 18,120
DECISION INVESTMENTS, INC $81,689 0.05% 17,720
HRT FINANCIAL LP $80,310 0.05% 17,421
D.A. DAVIDSON & CO. $79,499 0.05% 17,245
Concurrent Investment Advisors, LLC $77,660 0.05% 16,846
AE Wealth Management LLC $76,064 0.04% 16,500
Kovack Advisors, Inc. $73,547 0.04% 15,954
Fiduciary Group, LLC $73,543 0.04% 15,953
CENTRAL TRUST Co $70,431 0.04% 15,278
Pinnacle Wealth Planning Services, Inc. $69,753 0.04% 15,131
AXXCESS WEALTH MANAGEMENT, LLC $69,601 0.04% 15,098
One Capital Management, LLC $67,499 0.04% 14,642
Holistic Financial Partners $66,568 0.04% 14,440
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $66,434 0.04% 14,411
Ameritas Advisory Services, LLC $65,738 0.04% 14,260
Kestra Advisory Services, LLC $64,742 0.04% 14,044
Occidental Asset Management, LLC $63,728 0.04% 13,824
AMERIFLEX GROUP, INC. $63,156 0.04% 13,700
Summit Financial, LLC $60,736 0.04% 13,175
GREAT VALLEY ADVISOR GROUP, INC. $60,266 0.04% 13,073
Sowell Financial Services LLC $56,380 0.03% 12,230
OPPENHEIMER & CO INC $55,946 0.03% 12,136
Steward Partners Investment Advisory, LLC $55,412 0.03% 12,020
Dorsey & Whitney Trust CO LLC $55,319 0.03% 12,000
UNITED CAPITAL FINANCIAL ADVISORS, LLC $50,737 0.03% 11,006
Focus Partners Wealth $50,253 0.03% 10,901
Fifth Third Wealth Advisors LLC $49,746 0.03% 10,791
PFG Investments, LLC $49,257 0.03% 10,685
STEPHENS INC /AR/ $47,381 0.03% 10,278
TWO SIGMA SECURITIES, LLC $46,740 0.03% 10,139
Future Financial Wealth Managment LLC $46,099 0.03% 10,000
Nova Wealth Management, Inc. $36,405 0.02% 7,897
WPG Advisers, LLC $30,891 0.02% 6,701
JPMORGAN CHASE & CO $30,886 0.02% 6,700
Larson Financial Group LLC $28,047 0.02% 6,084
PNC FINANCIAL SERVICES GROUP, INC. $23,206 0.01% 5,034
Arax Advisory Partners $23,049 0.01% 5,000
Key facts CIK 1268884 CUSIP 12504G100 13F (30d) 1 filings 1 filers Visit website Investor relations