13F reference period
Q2 2026
Security Snapshot
CBRE GLOBAL REAL ESTATE INCOME FUND - Common Shares of Beneficial Interest (IGR) Institutional Ownership
CUSIP: 12504G100
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
120
Shares (Excl. Options)
36.53M
Full value: 36,533,207 · shares · 30 Jun 2026Price
$4.61
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
Save this security page for your next review
Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Shares of Beneficial Interest
- Symbol
- IGR on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 36,533,207
- Total 13F value
- $168,409,886
- Portfolio coverage rank
- 0%
- Share change
- +1,026,266
- Value change
- +$4,802,902
- Number of holders
- 120
- Shares outstanding
- 151,839,684
- SEC-reported price per share
- $4.49
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- IGR - CBRE GLOBAL REAL ESTATE INCOME FUND - Common Shares of Beneficial Interest is tracked under CUSIP 12504G100.
- 120 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 123 to 120 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$155.73M
Full value: $155,734,956 · USD · 31 Mar 2026.$168.41M
Full value: $168,409,886 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 120 institutions filings for Q2 2026.
Security key
12504G100
13F reference period
Q2 2026
13F holders
120
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
IGR full holder history
CBRE GLOBAL REAL ESTATE INCOME FUND SEC filings
CBRE GLOBAL REAL ESTATE INCOME FUND insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 12504G100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IGR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 3.8% | $26,541,577 | 5,769,908 | Morgan Stanley | 30 Jun 2026 |
As of 30 Jun 2026,
120
institutional investors reported holding
shares of
CBRE GLOBAL REAL ESTATE INCOME FUND - Common Shares of Beneficial Interest (IGR).
This represents
24%
of the company’s total
outstanding shares.
36.53M
Full value: 36,533,207 · shares · 30 Jun 2026151.84M
Full value: 151,839,684 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
23%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6.4% | 9,782,624 | +10% | 0% | $45,097,901 |
| UBS Group AG | 3.3% | 5,004,670 | -11% | 0% | $23,071,528 |
| Penserra Capital Management LLC | 2.8% | 4,284,129 | +4% | 0.15% | $19,749,000 |
| WELLS FARGO & COMPANY/MN | 1.8% | 2,693,318 | -7.3% | 0% | $12,416,195 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.5% | 2,327,200 | +4.2% | 0.41% | $10,728,386 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 2,077,750 | +16% | 0% | $9,578,428 |
| AMERIPRISE FINANCIAL INC | 0.87% | 1,314,847 | +3.1% | 0% | $6,061,443 |
| LPL Financial LLC | 0.78% | 1,178,711 | +4% | 0% | $5,433,855 |
| ROYAL BANK OF CANADA | 0.61% | 926,548 | +14% | 0% | $4,271,000 |
| Sanctuary Advisors, LLC | 0.54% | 820,493 | +6.7% | 0.02% | $3,782,474 |
| OSAIC HOLDINGS, INC. | 0.28% | 431,249 | +6.1% | 0% | $1,988,056 |
| J.W. COLE ADVISORS, INC. | 0.28% | 423,798 | 0.03% | $1,953,706 | |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0.24% | 366,558 | +6.5% | 0.32% | $1,689,833 |
| WealthTrust Axiom LLC | 0.23% | 343,116 | -3.8% | 0.35% | $1,581,763 |
| ROMAN BUTLER FULLERTON & CO | 0.19% | 282,804 | +2.2% | 0.31% | $1,300,896 |
| Cooper Financial Group | 0.17% | 265,530 | +1.6% | 0.1% | $1,224,091 |
| Tennessee Valley Asset Management Partners | 0.17% | 261,160 | -0.57% | 0.13% | $1,203,948 |
| RAYMOND JAMES FINANCIAL INC | 0.17% | 260,320 | +15% | 0% | $1,200,072 |
| 180 WEALTH ADVISORS, LLC | 0.15% | 233,826 | +6.1% | 0.11% | $1,077,939 |
| GUGGENHEIM CAPITAL LLC | 0.14% | 213,632 | +0.44% | 0.01% | $984,844 |
| Cetera Investment Advisers | 0.14% | 209,824 | -8.9% | 0% | $967,287 |
| Rayburn West Financial Services LLC | 0.11% | 161,570 | 0% | 0.41% | $744,838 |
| Investment Partners Asset Management, Inc. | 0.1% | 152,524 | -0.21% | 0.39% | $703,136 |
| Rockefeller Capital Management L.P. | 0.09% | 137,621 | -9.2% | 0% | $634,433 |
| STIFEL FINANCIAL CORP | 0.09% | 136,862 | -19% | 0% | $630,928 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 0 | $0 | -$17,814,915 | $4.49 | 0 |
| 2026 Q2 | 36,533,207 | $168,409,886 | +$4,802,902 | $4.61 | 120 |
| 2026 Q1 | 35,464,301 | $155,734,956 | -$4,483,987 | $4.39 | 123 |
| 2025 Q4 | 36,612,606 | $160,718,142 | +$17,573,955 | $4.38 | 131 |
| 2025 Q3 | 32,271,890 | $165,751,349 | -$13,512,007 | $5.14 | 114 |
| 2025 Q2 | 34,301,782 | $181,092,694 | -$4,883,111 | $5.29 | 113 |
| 2025 Q1 | 35,208,400 | $181,553,998 | +$7,032,501 | $5.16 | 114 |
| 2024 Q4 | 34,570,674 | $166,621,975 | +$227,779 | $4.81 | 131 |
| 2024 Q3 | 34,291,175 | $224,641,831 | +$6,820,339 | $6.57 | 107 |
| 2024 Q2 | 34,196,871 | $172,297,940 | -$8,917,552 | $5.04 | 113 |
| 2024 Q1 | 35,331,865 | $189,937,860 | -$25,247,178 | $5.38 | 121 |
| 2023 Q4 | 39,902,132 | $216,726,474 | -$14,845,632 | $5.43 | 132 |
| 2023 Q3 | 42,456,927 | $191,008,887 | -$8,405,412 | $4.50 | 123 |
| 2023 Q2 | 44,205,338 | $231,288,573 | +$78,263,994 | $5.23 | 135 |
| 2023 Q1 | 29,233,645 | $155,203,135 | +$10,795,397 | $5.31 | 123 |
| 2022 Q4 | 26,798,073 | $153,865,707 | -$5,593,919 | $5.73 | 124 |
| 2022 Q3 | 27,795,359 | $160,355,238 | -$12,852,983 | $5.77 | 114 |
| 2022 Q2 | 29,859,012 | $216,850,737 | +$46,287,132 | $7.26 | 121 |
| 2022 Q1 | 31,443,436 | $284,030,394 | +$1,214,114 | $9.04 | 123 |
| 2021 Q4 | 31,145,798 | $304,682,333 | -$2,932,651 | $9.79 | 123 |
| 2021 Q3 | 31,490,510 | $263,776,496 | -$6,859,637 | $8.36 | 114 |
| 2021 Q2 | 32,304,829 | $284,662,535 | +$2,152,475 | $8.81 | 116 |
| 2021 Q1 | 32,142,792 | $251,125,868 | +$17,016,862 | $7.81 | 119 |
| 2020 Q4 | 30,521,962 | $209,980,151 | -$3,706,317 | $6.88 | 116 |
| 2020 Q3 | 30,164,386 | $180,364,954 | -$2,270,787 | $5.98 | 123 |