Who owns CBRE Global Real Estate Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IGR from SEC Form 13F filings across 122 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 122 institutions disclosed 36.7M shares of CBRE Global Real Estate Income Fund worth $188.0M — about 24.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
122
13F holders
$188.0M
value, 2026 filers
24.2%
of shares outstanding (36.7M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IGR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9.8M | $45.1M | 0.0% | 6.5% | +10.4% |
| 2 | UBS Group AG | 5.0M | $23.1M | 0.0% | 3.3% | -11.4% |
| 3 | Penserra Capital Management LLC | 4.3M | $19.7M | 0.2% | 2.8% | +4.0% |
| 4 | WELLS FARGO & COMPANY/MN | 2.7M | $12.4M | 0.0% | 1.8% | -7.3% |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | 2.3M | $10.7M | 0.4% | 1.5% | +4.2% |
| 6 | BANK OF AMERICA CORP /DE/ | 2.1M | $9.6M | 0.0% | 1.4% | +16.1% |
| 7 | AMERIPRISE FINANCIAL INC | 1.3M | $6.1M | 0.0% | 0.9% | +3.1% |
| 8 | LPL Financial LLC | 1.2M | $5.4M | 0.0% | 0.8% | +4.0% |
| 9 | ROYAL BANK OF CANADA | 926,548 | $4.3M | 0.0% | 0.6% | +13.7% |
| 10 | Sanctuary Advisors, LLC | 820,493 | $3.8M | 0.0% | 0.5% | +6.7% |
| 11 | OSAIC HOLDINGS, INC. | 431,249 | $2.0M | 0.0% | 0.3% | +6.1% |
| 12 | J.W. COLE ADVISORS, INC.NEW | 423,798 | $2.0M | 0.0% | 0.3% | new |
| 13 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 366,558 | $1.7M | 0.3% | 0.2% | +6.5% |
| 14 | WealthTrust Axiom LLC | 343,116 | $1.6M | 0.4% | 0.2% | -3.8% |
| 15 | ROMAN BUTLER FULLERTON & CO | 282,804 | $1.3M | 0.3% | 0.2% | +2.2% |
| 16 | Cooper Financial Group | 265,530 | $1.2M | 0.1% | 0.2% | +1.6% |
| 17 | Tennessee Valley Asset Management Partners | 261,160 | $1.2M | 0.1% | 0.2% | -0.6% |
| 18 | RAYMOND JAMES FINANCIAL INC | 260,320 | $1.2M | 0.0% | 0.2% | +14.9% |
| 19 | 180 WEALTH ADVISORS, LLC | 233,826 | $1.1M | 0.1% | 0.2% | +6.1% |
| 20 | GUGGENHEIM CAPITAL LLC | 213,632 | $984,844 | 0.0% | 0.1% | +0.4% |
| 21 | Cetera Investment Advisers | 209,824 | $967,287 | 0.0% | 0.1% | -8.9% |
| 22 | Rayburn West Financial Services LLC | 161,570 | $744,838 | 0.4% | 0.1% | 0.0% |
| 23 | Investment Partners Asset Management, Inc. | 152,524 | $703,136 | 0.4% | 0.1% | -0.2% |
| 24 | Vinva Investment Management LtdNEW | 143,491 | $19.5M | 0.1% | 0.1% | new |
| 25 | Rockefeller Capital Management L.P. | 137,621 | $634,433 | 0.0% | 0.1% | -9.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.