CBRE Global Real Estate Income Fund
IGR· NYSE
IGRCBRE Global Real Estate Income Fund
Who holds CBRE Global Real Estate Income Fund, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Morgan Stanley | 9.8M | +10.4% | $45.1M | 0.1% | Aug 13, 2026 |
| UBS Group AG | 5M | −11.4% | $23.1M | 0.1% | Aug 13, 2026 |
| Vinva Investment Management Ltd | 143.5K | New | $19.5M | 0.1% | Aug 14, 2026 |
| Wells Fargo & Company | 2.7M | −7.3% | $12.4M | 0.1% | Aug 14, 2026 |
| Flagship Harbor Advisors, LLC | 2.3M | +4.2% | $10.7M | 0.4% | Jul 22, 2026 |
| Bank of America Corp | 2.1M | +16.1% | $9.6M | 0.1% | Aug 14, 2026 |
| Ameriprise Financial Inc | 1.3M | +3.1% | $6.1M | 0.1% | Aug 14, 2026 |
| LPL Financial LLC | 1.2M | +4.0% | $5.4M | 0.1% | Aug 7, 2026 |
| Royal Bank of Canada | 926.5K | +13.7% | $4.3M | 0.1% | Aug 14, 2026 |
| Sanctuary Advisors, LLC | 820.5K | +6.7% | $3.8M | 0.1% | Aug 13, 2026 |
| Osaic Holdings, Inc. | 431.2K | +6.1% | $2M | 0.1% | Aug 14, 2026 |
| J.W. Cole Advisors, Inc. | 423.8K | New | $2M | 0.1% | Jul 21, 2026 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 366.6K | +6.5% | $1.7M | 0.3% | Aug 7, 2026 |
| WealthTrust Axiom LLC | 343.1K | −3.8% | $1.6M | 0.4% | Aug 11, 2026 |
| Roman Butler Fullerton & Co | 282.8K | +2.2% | $1.3M | 0.3% | Aug 6, 2026 |
| Cooper Financial Group | 265.5K | +1.6% | $1.2M | 0.1% | Jul 8, 2026 |
| Tennessee Valley Asset Management Partners | 261.2K | −0.6% | $1.2M | 0.1% | Aug 10, 2026 |
| Raymond James Financial Inc | 260.3K | +14.9% | $1.2M | 0.1% | Aug 14, 2026 |
| 180 Wealth Advisors, LLC | 233.8K | +6.1% | $1.1M | 0.1% | Jul 7, 2026 |
| Guggenheim Capital LLC | 213.6K | +0.4% | $984.8K | 0.1% | Aug 12, 2026 |
| Cetera Investment Advisers | 209.8K | −8.9% | $967.3K | 0.1% | Aug 12, 2026 |
| Rayburn West Financial Services LLC | 161.6K | ±0% | $744.8K | 0.4% | Aug 7, 2026 |
| Investment Partners Asset Management, Inc. | 152.5K | −0.2% | $703.1K | 0.4% | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | 137.6K | −9.2% | $634.4K | 0.1% | Aug 13, 2026 |
| Stifel Financial Corp | 136.9K | −19.5% | $630.9K | 0.1% | Aug 12, 2026 |
| Mariner, LLC | 125.2K | −1.1% | $577K | 0.1% | Aug 13, 2026 |
| Samalin Investment Counsel, LLC | 98.2K | +2.2% | $452.8K | 0.1% | Jul 27, 2026 |
| IHT Wealth Management, LLC | 88.4K | −4.9% | $407.4K | 0.1% | Aug 14, 2026 |
| Compound Planning, Inc. | 71.4K | −2.7% | $329.4K | 0.1% | Aug 4, 2026 |
| Fifth Third Bancorp | 71.2K | +2.9% | $328.1K | 0.1% | Aug 5, 2026 |
| NWF Advisory Services Inc. | 68.8K | −16.4% | $317.2K | 0.1% | Jul 29, 2026 |
| Global Retirement Partners, LLC | 63.2K | — | $291.2K | 0.1% | Aug 6, 2026 |
| Moors & Cabot, Inc. | 61.6K | −18.0% | $283.8K | 0.1% | Aug 10, 2026 |
| Merit Financial Group, LLC | 61.2K | −14.0% | $282.3K | 0.1% | Jul 20, 2026 |
| Wealth Enhancement Advisory Services, LLC | 59.3K | −1.8% | $272.7K | 0.1% | Jul 15, 2026 |
| Live Oak Private Wealth LLC | 54.9K | ±0% | $253K | 0.1% | Jul 20, 2026 |
| Citadel Advisors LLC | 53.3K | +110.6% | $245.8K | 0% | Sep 2, 2026 |
| Sunpointe, LLC | 52.6K | ±0% | $242.4K | 0.1% | Jul 24, 2026 |
| Choreo, LLC | 51.7K | −8.0% | $238.4K | 0.1% | Aug 4, 2026 |
| Z3 Capital Partners, LLC | 50.1K | ±0% | $230.9K | 0.1% | Jul 28, 2026 |
| SeaCrest Wealth Management, LLC | 47.8K | +8.7% | $220.6K | 0.1% | Jul 9, 2026 |
| Alteri Wealth LLC | 46.7K | +4.5% | $215.4K | 0.1% | Jul 29, 2026 |
| Eclectic Associates Inc | 42.6K | +2.0% | $196.2K | 0.1% | Jul 7, 2026 |
| Quattro Financial Advisors LLC | 40.3K | ±0% | $185.7K | 0.1% | Jul 16, 2026 |
| Readystate Asset Management LP | 39.6K | −61.5% | $182.6K | 0.1% | Aug 14, 2026 |
| NewEdge Advisors, LLC | 39.1K | ±0% | $180.2K | 0.1% | Aug 12, 2026 |
| Commonwealth Equity Services, LLC | 38.1K | +1.4% | $175.6K | 0.1% | Jul 29, 2026 |
| Accredited Investor Services, LLC | 30.9K | −4.7% | $142.5K | 0.1% | Aug 5, 2026 |
| Leavell Investment Management, Inc. | 29.5K | ±0% | $136K | 0.1% | Jul 21, 2026 |
| Elevation Point Wealth Partners, LLC | 26.2K | −15.2% | $121K | 0.1% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | 26.2K | −15.2% | $121K | 0.1% | Aug 14, 2026 |
| Boothbay Fund Management, LLC | 26.1K | +16.7% | $120.5K | 0.1% | Aug 14, 2026 |
| Envestnet Asset Management Inc | 25.6K | +3.9% | $117.8K | 0% | Sep 23, 2026 |
| StoneX Group Inc. | 24.5K | New | $112.9K | 0.1% | Aug 12, 2026 |
| Sigma Planning Corp | 20.3K | +1.1% | $93.4K | 0.1% | Aug 7, 2026 |
| Indivisible Partners | 19.9K | −25.5% | $91.9K | 0.1% | Aug 4, 2026 |
| Creative Planning | 19.2K | +33.7% | $88.4K | 0.1% | Aug 13, 2026 |
| Private Advisor Group, LLC | 18.8K | +61.1% | $86.6K | 0.1% | Jul 27, 2026 |
| Kestra Private Wealth Services, LLC | 18.5K | ±0% | $85.3K | 0.1% | Jul 28, 2026 |
| Burney Co | 18.1K | +2.7% | $83.5K | 0.1% | Jul 15, 2026 |
| Decision Investments, Inc | 17.7K | ±0% | $81.7K | 0.1% | Jul 13, 2026 |
| D.A. Davidson & Co. | 17.2K | ±0% | $79.5K | 0.1% | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | 16.8K | New | $77.7K | 0.1% | Jul 27, 2026 |
| AE Wealth Management LLC | 16.5K | +13.8% | $76.1K | 0.1% | Aug 3, 2026 |
| Fiduciary Group, LLC | 16K | ±0% | $73.5K | 0.1% | Aug 10, 2026 |
| Kovack Advisors, Inc. | 16K | +4.1% | $73.4K | 0.1% | Jul 29, 2026 |
| CENTRAL TRUST Co | 15.3K | ±0% | $70.4K | 0.1% | Jul 31, 2026 |
| Pinnacle Wealth Planning Services, Inc. | 15.1K | −0.0% | $69.8K | 0.1% | Aug 7, 2026 |
| Axxcess Wealth Management, LLC | 15.1K | New | $69.6K | 0.1% | Jul 28, 2026 |
| Holistic Financial Partners | 14.4K | ±0% | $66.6K | 0.1% | Jul 23, 2026 |
| Nations Financial Group Inc, /IA | 14.4K | ±0% | $66.4K | 0.1% | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | 14.3K | New | $65.7K | 0.1% | Aug 14, 2026 |
| Kestra Advisory Services, LLC | 14K | New | $64.7K | 0.1% | Jul 28, 2026 |
| One Capital Management, LLC | 14.6K | ±0% | $64.3K | 0.1% | Aug 13, 2026 |
| Occidental Asset Management, LLC | 13.8K | ±0% | $63.7K | 0.1% | Aug 7, 2026 |
| Ameriflex Group, Inc. | 13.7K | ±0% | $63.2K | 0.1% | Aug 14, 2026 |
| Summit Financial, LLC | 13.2K | +0.7% | $60.7K | 0.1% | Aug 12, 2026 |
| Great Valley Advisor Group, Inc. | 13.1K | ±0% | $60.3K | 0.1% | Aug 10, 2026 |
| Sowell Financial Services LLC | 12.2K | +1.9% | $56.4K | 0.1% | Jul 20, 2026 |
| Oppenheimer & Co Inc | 12.1K | +1.1% | $55.9K | 0.1% | Aug 3, 2026 |
| Steward Partners Investment Advisory, LLC | 12K | −29.6% | $55.4K | 0.1% | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | 12K | New | $55.3K | 0.1% | Aug 14, 2026 |
| United Capital Financial Advisors, LLC | 11K | +5.4% | $50.3K | 0.1% | Aug 17, 2026 |
| Focus Partners Wealth | 10.9K | +3.7% | $50.3K | 0.1% | Aug 12, 2026 |
| Fifth Third Wealth Advisors LLC | 10.8K | ±0% | $49.7K | 0.1% | Jul 17, 2026 |
| PFG Investments, LLC | 10.7K | +2.8% | $49.3K | 0.1% | Jul 23, 2026 |
| Stephens Inc | 10.3K | ±0% | $47.4K | 0.1% | Jul 29, 2026 |
| Two Sigma Securities, LLC | 10.1K | New | $46.7K | 0.1% | Aug 14, 2026 |
| Future Financial Wealth Managment LLC | 10K | ±0% | $46K | 0.1% | Jul 24, 2026 |
| WPG Advisers, LLC | 6.7K | −0.1% | $30.9K | 0.1% | Aug 6, 2026 |
| JPMorgan Chase & Co | 6.7K | +509.1% | $30.9K | 0% | Aug 12, 2026 |
| Larson Financial Group LLC | 6.1K | ±0% | $28K | 0.1% | Aug 14, 2026 |
| PNC Financial Services Group, Inc. | 5K | ±0% | $23.2K | 0% | Aug 7, 2026 |
| Arax Advisory Partners | 5K | +233.3% | $23.1K | 0.1% | Aug 10, 2026 |
| Penserra Capital Management LLC | 4.3M | +4.0% | $19.7K | 0.2% | Aug 13, 2026 |
| Parallel Advisors, LLC | 3.8K | ±0% | $17.7K | 0.1% | Aug 5, 2026 |
| Blume Capital Management, Inc. | 3K | ±0% | $13.8K | 0.1% | Jul 27, 2026 |
| Evelyn Partners Group Ltd | 2.8K | — | $13K | 0% | Aug 7, 2026 |
| Farther Finance Advisors, LLC | 2.5K | ±0% | $11.6K | 0.1% | Jul 17, 2026 |
| Harbour Investments, Inc. | 1.8K | ±0% | $8.3K | 0.1% | Aug 12, 2026 |
