IGR · Cbre Global Real Estate Income Fund · Shareholders & Ownership

$10.94 -0.05 (-0.46%)

Ex-dividend: $0.18 · Oct 20, 2026 Return incl. dividend (before tax) +1.18%

Market Cap

$555.95M

50.59M

Volume · Oct 20 384K Avg daily vol (29 sessions) 456.7K

Every disclosed holder of IGR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns IGR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	119	12,117,178	—	Yes
Insiders (Forms 3, 4, 5)	4	73,588	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	2	1,485,316	—	No

% Out is unavailable: no shares outstanding count is on record.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of IGR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,260,875	—	+307,417	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	MORGAN STANLEY 13G CIK 895421 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,923,303	—	-424,873	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,668,223	—	-215,441	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,428,043	—	+54,517	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Amplify CEF High Income ETF Fund S000065408 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	1,421,233	—	+52,265	Jun 30, 2026	Amplify ETF Trust, not summed
5	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	897,773	—	-70,891	Jun 30, 2026	carried, not yet filed for the newest quarter
6	FLAGSHIP HARBOR ADVISORS, LLC 13F CIK 1691766 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,733	—	+30,949	Jun 30, 2026	carried, not yet filed for the newest quarter
7	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	692,583	—	+95,967	Jun 30, 2026	carried, not yet filed for the newest quarter
8	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,282	—	+13,194	Jun 30, 2026	carried, not yet filed for the newest quarter
9	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	392,904	—	+15,021	Jun 30, 2026	carried, not yet filed for the newest quarter
10	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	308,849	—	+37,274	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Sanctuary Advisors, LLC 13F CIK 1777271 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	273,498	—	+17,274	Jun 30, 2026	carried, not yet filed for the newest quarter
12	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	143,750	—	+8,254	Jun 30, 2026	carried, not yet filed for the newest quarter
13	J.W. COLE ADVISORS, INC. 13F CIK 1404763 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	141,266	—	+141,266	Jun 30, 2026	carried, not yet filed for the newest quarter
14	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13F CIK 1794153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	122,186	—	+7,464	Jun 30, 2026	carried, not yet filed for the newest quarter
15	WealthTrust Axiom LLC 13F CIK 1425949 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	114,372	—	-4,487	Jun 30, 2026	carried, not yet filed for the newest quarter
16	ROMAN BUTLER FULLERTON & CO 13F CIK 733444 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	94,268	—	+1,988	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Tennessee Valley Asset Management Partners 13F CIK 1826790 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	87,053	—	-498	Jun 30, 2026	carried, not yet filed for the newest quarter
18	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	86,773	—	+11,225	Jun 30, 2026	carried, not yet filed for the newest quarter
19	180 WEALTH ADVISORS, LLC 13F CIK 1730817 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	77,942	—	+4,484	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GUGGENHEIM CAPITAL LLC 13F CIK 1283072 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	71,211	—	+315	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	69,941	—	-6,813	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Modern Capital Tactical Income Fund Fund S000069477 · Registered fund · Jun 30, 2026 Modern Capital Funds Trust, not summed	64,083	—	—	Jun 30, 2026	Modern Capital Funds Trust, not summed
23	Rayburn West Financial Services LLC 13F CIK 2107467 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	53,857	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Vinva Investment Management Ltd 13F CIK 1968109 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	47,830	—	+47,830	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Investment Partners Asset Management, Inc. 13F CIK 1384416 · Registered investment adviser · Sep 30, 2026	47,813	—	-3,028	Sep 30, 2026
26	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,874	—	-4,628	Jun 30, 2026	carried, not yet filed for the newest quarter
27	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	45,621	—	-11,018	Jun 30, 2026	carried, not yet filed for the newest quarter
28	SMITH JOSEPH P Insider CIK 1264595 · Dec 31, 2025 President & CEO, issuer-wide	44,027	—	+5,748	Dec 31, 2025	President & CEO, issuer-wide
29	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,718	—	-473	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Samalin Investment Counsel, LLC 13F CIK 1544366 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,738	—	+709	Jun 30, 2026	carried, not yet filed for the newest quarter
31	IHT Wealth Management, LLC 13F CIK 1697490 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	29,459	—	-1,534	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Compound Planning, Inc. 13F CIK 1978879 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,815	—	-653	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FIFTH THIRD BANCORP 13F CIK 35527 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	23,726	—	+673	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NWF Advisory Services Inc. 13F CIK 2045735 · Registered investment adviser · Sep 30, 2026	22,461	—	-472	Sep 30, 2026
35	Cambridge Investment Research Advisors, Inc. 13F CIK 1419186 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	21,788	—	+1,227	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Global Retirement Partners, LLC 13F CIK 1749744 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	21,053	—	—	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Moors & Cabot, Inc. 13F CIK 1607239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,521	—	-4,490	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Merit Financial Group, LLC 13F CIK 1621225 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,414	—	-3,321	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Live Oak Private Wealth LLC 13F CIK 1799877 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,295	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,773	—	+9,333	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Sunpointe, LLC 13F CIK 2012181 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	17,525	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CHOREO, LLC 13F CIK 1679031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,237	—	-1,491	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Janney Montgomery Scott LLC 13F CIK 1329948 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,989	—	+270	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Z3 Capital Partners, LLC 13F CIK 2127787 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,695	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45	SeaCrest Wealth Management, LLC 13F CIK 1728121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,949	—	+1,272	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Alteri Wealth LLC 13F CIK 2054980 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,573	—	+667	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Finnerty Peter Francis Insider CIK 2065968 · Dec 17, 2025 Director, issuer-wide	15,500	—	+15,500	Dec 17, 2025	Director, issuer-wide
48	QUATTRO FINANCIAL ADVISORS LLC 13F CIK 1705929 · Registered investment adviser · Sep 30, 2026	13,430	—	0	Sep 30, 2026
49	READYSTATE ASSET MANAGEMENT LP 13F CIK 1900923 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,206	—	-21,097	Jun 30, 2026	carried, not yet filed for the newest quarter
50	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,032	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 125 holders

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Key facts CIK 1268884 CUSIP 12504G878 13F (30d) 10 filings 10 filers Visit website Investor relations