# CBRE GBL REAL ESTATE INC FD (IGR)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IGR/

- Reporting holders: 123
- Reported value: $169.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $45.1M | 9,782,625 | 0.0% | 35 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $23.1M | 5,004,670 | 0.0% | 31 |
| [Penserra Capital Management LLC](https://holderbook.com/funds/1593324-penserra-capital-management-llc/) | $19.7M | 4,284,129 | 0.2% | 2 |
| [Vinva Investment Management Ltd](https://holderbook.com/funds/1968109-vinva-investment-management-ltd/) | $19.5M | 143,491 | 0.1% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $12.4M | 2,693,318 | 0.0% | 31 |
| [FLAGSHIP HARBOR ADVISORS, LLC](https://holderbook.com/funds/1691766-flagship-harbor-advisors-llc/) | $10.7M | 2,327,200 | 0.4% | 31 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $9.6M | 2,077,750 | 0.0% | 31 |
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $6.1M | 1,314,847 | 0.0% | 31 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $5.4M | 1,178,711 | 0.0% | 31 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $4.3M | 926,548 | 0.0% | 31 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $3.8M | 820,493 | 0.0% | 9 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $2.0M | 431,249 | 0.0% | 26 |
| [J.W. COLE ADVISORS, INC.](https://holderbook.com/funds/1404763-j-w-cole-advisors-inc/) | $2.0M | 423,798 | 0.0% | 1 |
| [SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC](https://holderbook.com/funds/1794153-schwarz-dygos-wheeler-investment-advisors-llc/) | $1.7M | 366,558 | 0.3% | 18 |
| [WealthTrust Axiom LLC](https://holderbook.com/funds/1425949-wealthtrust-axiom-llc/) | $1.6M | 343,116 | 0.4% | 31 |
| [ROMAN BUTLER FULLERTON & CO](https://holderbook.com/funds/733444-roman-butler-fullerton-co/) | $1.3M | 282,804 | 0.3% | 31 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $1.2M | 265,530 | 0.1% | 26 |
| [Tennessee Valley Asset Management Partners](https://holderbook.com/funds/1826790-tennessee-valley-asset-management-partners/) | $1.2M | 261,160 | 0.1% | 4 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $1.2M | 260,320 | 0.0% | 7 |
| [180 WEALTH ADVISORS, LLC](https://holderbook.com/funds/1730817-180-wealth-advisors-llc/) | $1.1M | 233,826 | 0.1% | 31 |
| [GUGGENHEIM CAPITAL LLC](https://holderbook.com/funds/1283072-guggenheim-capital-llc/) | $984.8K | 213,632 | 0.0% | 7 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $967.3K | 209,824 | 0.0% | 10 |
| [Rayburn West Financial Services LLC](https://holderbook.com/funds/2107467-rayburn-west-financial-services-llc/) | $744.8K | 161,570 | 0.4% | 3 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $703.1K | 152,524 | 0.4% | 11 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $634.4K | 137,621 | 0.0% | 30 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 123 | $169.4M |
| Q1 2026 | 124 | $174.0M |
| Q4 2025 | 132 | $161.3M |
| Q3 2025 | 116 | $168.6M |
| Q2 2025 | 117 | $187.8M |
| Q1 2025 | 118 | $184.8M |
| Q4 2024 | 134 | $170.2M |
| Q3 2024 | 107 | $228.3M |
| Q2 2024 | 113 | $175.1M |
| Q1 2024 | 121 | $317.4M |
| Q4 2023 | 132 | $275.9M |
| Q3 2023 | 124 | $191.0M |

