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IGR

Cbre Global Real Estate Income Fund
$4.63 +0.01 (+0.22%) At close · Jul 6
Market Cap
$700.98M
Shares
151,399,824

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 126
Total Value: $155,802,071
Total Shares: 35,476,386
Showing 1–100 of 126 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 126 13F filers
Top Holder
25.0%
Jun 2023 → Mar 2026 · range 22.7% – 36.0%
of institutional value
Top 5
67.0%
Jun 2023 → Mar 2026 · range 58.9% – 69.1%
of institutional value
Top 10
83.3%
Jun 2023 → Mar 2026 · range 71.0% – 83.3%
of institutional value
HHI
1,187
Jun 2023 → Mar 2026 · range 1,078 – 1,642
Broadly held
Showing 100 of 126
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $38,897,040 24.97% 8,860,374
Mega UBS Group AG $24,807,849 15.92% 5,650,991
Mid Penserra Capital Management LLC $18,089,341 11.61% 4,120,579
Mega WELLS FARGO & COMPANY/MN $12,757,299 8.19% 2,905,991
Small FLAGSHIP HARBOR ADVISORS, LLC $9,808,809 6.30% 2,234,353
Mega BANK OF AMERICA CORP /DE/ Bank $7,857,427 5.04% 1,789,847
Mega AMERIPRISE FINANCIAL INC $5,598,408 3.59% 1,275,264
Mega LPL Financial LLC $4,976,723 3.19% 1,133,650
Mega ROYAL BANK OF CANADA Bank $3,576,642 2.30% 814,725
Mid Sanctuary Advisors, LLC $3,374,474 2.17% 768,673
Large OSAIC HOLDINGS, INC. $1,784,486 1.15% 406,489
Small WealthTrust Axiom LLC $1,565,377 1.00% 356,578
Small SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC $1,510,888 0.97% 344,166
Small ROMAN BUTLER FULLERTON & CO $1,215,327 0.78% 276,840
Small Tennessee Valley Asset Management Partners $1,153,042 0.74% 262,652
Small Cooper Financial Group $1,147,563 0.74% 261,404
Small 180 WEALTH ADVISORS, LLC $1,077,937 0.69% 233,826
Large Cetera Investment Advisers $1,010,850 0.65% 230,262
Mega RAYMOND JAMES FINANCIAL INC $994,971 0.64% 226,645
Large GUGGENHEIM CAPITAL LLC $933,704 0.60% 212,689
Large STIFEL FINANCIAL CORP $745,935 0.48% 169,917
Small Rayburn West Financial Services LLC $709,292 0.46% 161,570
Micro Investment Partners Asset Management, Inc. $670,989 0.43% 152,845
Large Rockefeller Capital Management L.P. $665,115 0.43% 151,507
Large Mariner, LLC $555,655 0.36% 126,573
Mid READYSTATE ASSET MANAGEMENT LP $451,766 0.29% 102,908
Small Samalin Investment Counsel, LLC $421,817 0.27% 96,086
Mid IHT Wealth Management, LLC $408,173 0.26% 92,978
Small NWF Advisory Services Inc. $361,297 0.23% 82,300
Mid Moors & Cabot, Inc. $329,399 0.21% 75,034
Mid Compound Planning, Inc. $322,247 0.21% 73,405
Mid Merit Financial Group, LLC $312,594 0.20% 71,206
Large FIFTH THIRD BANCORP Bank $303,603 0.19% 69,158
Mid Virtu Financial LLC $302,602 0.19% 68,930
Large Cambridge Investment Research Advisors, Inc. $270,788 0.17% 61,683
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $264,971 0.17% 60,358
Mid XTX Topco Ltd $250,471 0.16% 57,055
Mid CHOREO, LLC $246,647 0.16% 56,184
Small Live Oak Private Wealth LLC $240,940 0.15% 54,884
Small Sunpointe, LLC $230,804 0.15% 52,575
Large Janney Montgomery Scott LLC $220,193 0.14% 50,158
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $220,174 0.14% 50,154
Small Z3 Capital Partners, LLC $219,873 0.14% 50,085
Small Alteri Wealth LLC $196,307 0.13% 44,717
Micro ECLECTIC ASSOCIATES INC /ADV $196,164 0.13% 42,552
Small SeaCrest Wealth Management, LLC $193,291 0.12% 44,030
Small QUATTRO FINANCIAL ADVISORS LLC $176,877 0.11% 40,291
Large COMMONWEALTH EQUITY SERVICES, LLC $164,892 0.11% 37,561
Mid EP Wealth Advisors, LLC $154,743 0.10% 35,249
Micro ACCREDITED INVESTOR SERVICES, LLC $142,372 0.09% 32,431
Mid ELEVATION POINT WEALTH PARTNERS, LLC $135,817 0.09% 30,938
Mid Vestmark Advisory Solutions, Inc. $135,817 0.09% 30,938
Mid LEAVELL INVESTMENT MANAGEMENT, INC. $129,505 0.08% 29,500
Micro Integrity Wealth Partners, LLC $129,004 0.08% 29,386
Large Balyasny Asset Management L.P. $127,885 0.08% 29,131
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $125,966 0.08% 28,694
Small Indivisible Partners $117,406 0.08% 26,744
Mega CITADEL ADVISORS LLC $111,159 0.07% 25,321
Mega ENVESTNET ASSET MANAGEMENT INC $107,936 0.07% 24,587
Mid BOOTHBAY FUND MANAGEMENT, LLC $98,322 0.06% 22,397
Large NewEdge Advisors, LLC $96,667 0.06% 22,020
Large Corient Private Wealth LLC $92,585 0.06% 21,090
Mid Sigma Planning Corp $87,979 0.06% 20,041
Large CAPTRUST FINANCIAL ADVISORS $83,221 0.05% 18,957
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $81,215 0.05% 18,500
Micro DECISION INVESTMENTS, INC $77,790 0.05% 17,720
Mid BURNEY CO/ $77,435 0.05% 17,639
Mid D.A. DAVIDSON & CO. $75,705 0.05% 17,245
Large Steward Partners Investment Advisory, LLC $74,946 0.05% 17,072
Small Fiduciary Group, LLC $70,033 0.04% 15,953
Mid Kovack Advisors, Inc. $67,272 0.04% 15,324
Mid CENTRAL TRUST Co Bank $67,070 0.04% 15,278
Small Pinnacle Wealth Planning Services, Inc. $66,455 0.04% 15,138
Mid One Capital Management, LLC $64,278 0.04% 14,642
Mid AE Wealth Management LLC $63,655 0.04% 14,500
Micro Integrity Advisory Solutions, LLC $63,580 0.04% 14,483
Small Holistic Financial Partners $63,391 0.04% 14,440
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $63,264 0.04% 14,411
Large Creative Planning $62,961 0.04% 14,342
Small Occidental Asset Management, LLC $60,687 0.04% 13,824
Small AMERIFLEX GROUP, INC. $60,143 0.04% 13,700
Mid Summit Financial, LLC $57,451 0.04% 13,087
Mid GREAT VALLEY ADVISOR GROUP, INC. $57,390 0.04% 13,073
Mid OPPENHEIMER & CO INC $52,719 0.03% 12,009
Mid Sowell Financial Services LLC $52,671 0.03% 11,998
Mid Private Advisor Group, LLC $51,191 0.03% 11,661
Mid Fifth Third Wealth Advisors LLC $47,372 0.03% 10,791
Large Focus Partners Wealth $46,169 0.03% 10,517
Mid UNITED CAPITAL FINANCIAL ADVISORS, LLC $45,862 0.03% 10,447
Mid PFG Investments, LLC $45,638 0.03% 10,396
Large US BANCORP \DE\ Bank $45,519 0.03% 10,369
Mid STEPHENS INC /AR/ $45,120 0.03% 10,278
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $44,576 0.03% 10,154
Micro Future Financial Wealth Managment LLC $43,900 0.03% 10,000
Small Medallion Wealth Advisors, LLC $36,700 0.02% 8,360
Micro Nova Wealth Management, Inc. $34,667 0.02% 7,897
Mid GFS Advisors, LLC $29,715 0.02% 6,769
Micro WPG Advisers, LLC $29,452 0.02% 6,709
Mid Larson Financial Group LLC $26,708 0.02% 6,084
Mega PNC FINANCIAL SERVICES GROUP, INC. $22,098 0.01% 5,034
Key facts CIK 1268884 CUSIP 12504G100 13F (30d) 2 filings 2 filers Visit website Investor relations

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