CBRE GBL REAL ESTATE INC FD (IGR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
115
Reporting holders
$148.3M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $45.1M | 9,782,625 | 0.00% | 35q | +10.4%+$4.3M |
| UBS Group AG | $23.1M | 5,004,670 | 0.00% | 31q | -11.4%-$3.0M |
| Vinva Investment Management Ltd | $19.5M | 143,491 | 0.13% | new | NEW |
| WELLS FARGO & COMPANY/MN | $12.4M | 2,693,318 | 0.00% | 31q | -53.7%-$14.4M |
| FLAGSHIP HARBOR ADVISORS, LLC | $10.7M | 2,327,200 | 0.41% | 31q | +4.2%+$428.0K |
| BANK OF AMERICA CORP /DE/ | $9.6M | 2,077,750 | 0.00% | 31q | +16.1%+$1.3M |
| AMERIPRISE FINANCIAL INC | $6.1M | 1,314,847 | 0.00% | 31q | -48.4%-$5.7M |
| LPL Financial LLC | $5.4M | 1,178,711 | 0.00% | 31q | +4.0%+$207.7K |
| ROYAL BANK OF CANADA | $4.3M | 926,548 | 0.00% | 31q | +13.7%+$515.5K |
| Sanctuary Advisors, LLC | $3.8M | 820,493 | 0.02% | 9q | +6.7%+$238.9K |
| OSAIC HOLDINGS, INC. | $2.0M | 431,249 | 0.00% | 26q | +6.1%+$114.1K |
| J.W. COLE ADVISORS, INC. | $2.0M | 423,798 | 0.03% | new | NEW |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $1.7M | 366,558 | 0.32% | 18q | +6.5%+$103.2K |
| WealthTrust Axiom LLC | $1.6M | 343,116 | 0.35% | 31q | -3.8%-$62.1K |
| ROMAN BUTLER FULLERTON & CO | $1.3M | 282,804 | 0.31% | 31q | +2.2%+$27.4K |
| Cooper Financial Group | $1.2M | 265,530 | 0.10% | 26q | +1.6%+$19.0K |
| Tennessee Valley Asset Management Partners | $1.2M | 261,160 | 0.13% | 4q | -0.6%-$6.9K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 260,320 | 0.00% | 7q | +14.9%+$155.2K |
| 180 WEALTH ADVISORS, LLC | $1.1M | 233,826 | 0.11% | 31q | +6.1%+$62.0K |
| GUGGENHEIM CAPITAL LLC | $984.8K | 213,632 | 0.01% | 7q | HELD |
| Cetera Investment Advisers | $967.3K | 209,824 | 0.00% | 10q | -8.9%-$94.2K |
| Rayburn West Financial Services LLC | $744.8K | 161,570 | 0.41% | 3q | HELD |
| Investment Partners Asset Management, Inc. | $703.1K | 152,524 | 0.39% | 11q | HELD |
| Rockefeller Capital Management L.P. | $634.4K | 137,621 | 0.00% | 30q | -9.2%-$64.0K |
| STIFEL FINANCIAL CORP | $630.9K | 136,862 | 0.00% | 31q | -19.5%-$152.4K |
| Mariner, LLC | $577.0K | 125,153 | 0.00% | 16q | -1.1%-$6.5K |
| Merit Financial Group, LLC | $564.6K | 122,482 | 0.00% | 13q | +72.0%+$236.4K |
| Samalin Investment Counsel, LLC | $452.8K | 98,214 | 0.14% | 27q | +2.2%+$9.8K |
| IHT Wealth Management, LLC | $407.4K | 88,378 | 0.01% | 31q | -4.9%-$21.2K |
| Compound Planning, Inc. | $329.4K | 71,446 | 0.01% | 14q | -2.7%-$9.0K |
| FIFTH THIRD BANCORP | $328.1K | 71,177 | 0.00% | 3q | +2.9%+$9.3K |
| NWF Advisory Services Inc. | $317.2K | 68,800 | 0.03% | 6q | -16.4%-$62.2K |
| Global Retirement Partners, LLC | $291.2K | 63,159 | 0.00% | 16q | -13.7%-$46.3K |
| Moors & Cabot, Inc. | $283.8K | 61,564 | 0.01% | 26q | -18.0%-$62.1K |
| GFS Advisors, LLC | $279.7K | 570 | 0.01% | 2q | -91.6%-$3.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $272.7K | 59,288 | 0.00% | 7q | -1.8%-$4.9K |
| Live Oak Private Wealth LLC | $253.0K | 54,884 | 0.03% | 25q | HELD |
| CITADEL ADVISORS LLC | $245.8K | 53,319 | 0.00% | 2q | +110.6%+$129.1K |
| Sunpointe, LLC | $242.4K | 52,575 | 0.07% | 5q | HELD |
| CHOREO, LLC | $238.4K | 51,711 | 0.00% | 9q | -8.0%-$20.6K |
| Z3 Capital Partners, LLC | $230.9K | 50,085 | 0.05% | 3q | HELD |
| SeaCrest Wealth Management, LLC | $220.6K | 47,846 | 0.02% | 7q | +8.7%+$17.6K |
| Alteri Wealth LLC | $215.4K | 46,720 | 0.06% | 7q | +4.5%+$9.2K |
| ECLECTIC ASSOCIATES INC /ADV | $196.2K | 42,552 | 0.02% | 3q | +2.0%+$3.9K |
| QUATTRO FINANCIAL ADVISORS LLC | $185.7K | 40,291 | 0.04% | 13q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $182.6K | 39,617 | 0.01% | 3q | -61.5%-$291.8K |
| NewEdge Advisors, LLC | $180.2K | 39,097 | 0.00% | 16q | +77.6%+$78.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $175.6K | 38,092 | 0.00% | 31q | +1.4%+$2.4K |
| ACCREDITED INVESTOR SERVICES, LLC | $142.5K | 30,920 | 0.08% | 2q | -4.7%-$7.0K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $136.0K | 29,500 | 0.00% | 9q | HELD |
| Vestmark Advisory Solutions, Inc. | $121.0K | 26,237 | 0.00% | 3q | -15.2%-$21.7K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $121.0K | 26,237 | 0.00% | 4q | -15.2%-$21.7K |
| BOOTHBAY FUND MANAGEMENT, LLC | $120.5K | 26,134 | 0.00% | 3q | +16.7%+$17.2K |
| ENVESTNET ASSET MANAGEMENT INC | $117.8K | 25,550 | 0.00% | 5q | +3.9%+$4.4K |
| StoneX Group Inc. | $112.9K | 24,453 | 0.00% | new | NEW |
| Sigma Planning Corp | $93.4K | 20,252 | 0.00% | 10q | +1.1% |
| Indivisible Partners | $91.8K | 19,924 | 0.01% | 3q | -25.5%-$31.4K |
| Creative Planning | $88.4K | 19,178 | 0.00% | 4q | +33.7%+$22.3K |
| Private Advisor Group, LLC | $86.6K | 18,790 | 0.00% | 25q | +61.1%+$32.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $85.3K | 18,500 | 0.00% | 7q | HELD |
| BURNEY CO/ | $83.5K | 18,120 | 0.00% | 31q | +2.7%+$2.2K |
| DECISION INVESTMENTS, INC | $81.7K | 17,720 | 0.07% | 3q | HELD |
| D.A. DAVIDSON & CO. | $79.5K | 17,245 | 0.00% | 4q | HELD |
| Concurrent Investment Advisors, LLC | $77.7K | 16,846 | 0.00% | new | NEW |
| AE Wealth Management LLC | $76.1K | 16,500 | 0.00% | 5q | +13.8%+$9.2K |
| Fiduciary Group, LLC | $73.5K | 15,953 | 0.01% | 16q | HELD |
| Kovack Advisors, Inc. | $73.4K | 15,954 | 0.00% | 3q | +4.1%+$2.9K |
| CENTRAL TRUST Co | $70.4K | 15,278 | 0.00% | 2q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $69.8K | 15,131 | 0.01% | 3q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $69.6K | 15,098 | 0.00% | new | NEW |
| Holistic Financial Partners | $66.6K | 14,440 | 0.04% | 19q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $66.4K | 14,411 | 0.00% | 31q | HELD |
| Ameritas Advisory Services, LLC | $65.7K | 14,260 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $64.7K | 14,044 | 0.00% | new | NEW |
| One Capital Management, LLC | $64.3K | 14,642 | 0.00% | 7q | HELD |
| Occidental Asset Management, LLC | $63.7K | 13,824 | 0.01% | 15q | HELD |
| AMERIFLEX GROUP, INC. | $63.2K | 13,700 | 0.03% | 7q | HELD |
| Summit Financial, LLC | $60.7K | 13,175 | 0.00% | 2q | +0.7% |
| GREAT VALLEY ADVISOR GROUP, INC. | $60.3K | 13,073 | 0.00% | 4q | HELD |
| Sowell Financial Services LLC | $56.4K | 12,230 | 0.00% | 6q | +1.9%+$1.1K |
| OPPENHEIMER & CO INC | $55.9K | 12,136 | 0.00% | 2q | +1.1% |
| Steward Partners Investment Advisory, LLC | $55.4K | 12,020 | 0.00% | 31q | -29.6%-$23.3K |
| Dorsey & Whitney Trust CO LLC | $55.3K | 12,000 | 0.00% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $50.3K | 11,006 | 0.00% | 17q | +5.4%+$2.6K |
| Focus Partners Wealth | $50.3K | 10,901 | 0.00% | 2q | +3.7%+$1.8K |
| Fifth Third Wealth Advisors LLC | $49.7K | 10,791 | 0.00% | 3q | HELD |
| PFG Investments, LLC | $49.3K | 10,685 | 0.00% | 3q | +2.8%+$1.3K |
| STEPHENS INC /AR/ | $47.4K | 10,278 | 0.00% | 31q | HELD |
| TWO SIGMA SECURITIES, LLC | $46.7K | 10,139 | 0.00% | new | NEW |
| Future Financial Wealth Managment LLC | $46.0K | 10,000 | 0.03% | 15q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $43.3K | 9,398 | 0.00% | new | NEW |
| Nova Wealth Management, Inc. | $36.4K | 7,897 | 0.02% | 7q | HELD |
| WPG Advisers, LLC | $30.9K | 6,701 | 0.02% | 7q | HELD |
| JPMORGAN CHASE & CO | $30.9K | 6,700 | 0.00% | 4q | +509.1%+$25.8K |
| Larson Financial Group LLC | $28.0K | 6,084 | 0.00% | 7q | HELD |
| PNC Financial Services Group, Inc. | $23.2K | 5,034 | 0.00% | 31q | HELD |
| Arax Advisory Partners | $23.1K | 5,000 | 0.00% | 4q | +233.3%+$16.1K |
| Penserra Capital Management LLC | $19.7K | 4,284,129 | 0.15% | 2q | +4.0% |
| Parallel Advisors, LLC | $17.7K | 3,844 | 0.00% | 4q | HELD |
| Blume Capital Management, Inc. | $13.8K | 3,000 | 0.00% | 31q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Morgan Stanleywith 1 co-filers | 3.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 115 | $148.3M | 32,163,908 | 14 | 38 | 24 | 0.0% |
| Q1 2026 | 118 | $155.0M | 35,304,023 | 13 | 39 | 34 | 0.0% |
| Q4 2025 | 125 | $160.5M | 36,552,084 | 24 | 33 | 30 | 0.0% |
| Q3 2025 | 109 | $167.4M | 32,599,767 | 18 | 34 | 28 | 0.0% |
| Q2 2025 | 108 | $166.5M | 31,538,716 | 11 | 36 | 24 | 0.0% |
| Q1 2025 | 106 | $162.8M | 31,517,111 | 11 | 42 | 19 | 0.0% |
| Q4 2024 | 121 | $150.5M | 31,211,810 | 29 | 29 | 33 | 0.0% |
| Q3 2024 | 94 | $202.5M | 30,923,744 | 11 | 26 | 35 | 0.0% |
| Q2 2024 | 99 | $172.1M | 34,157,733 | 7 | 31 | 36 | 0.0% |
| Q1 2024 | 108 | $313.9M | 58,375,590 | 14 | 39 | 29 | 0.0% |
| Q4 2023 | 117 | $249.5M | 45,935,139 | 21 | 28 | 36 | 0.0% |
| Q3 2023 | 108 | $150.7M | 33,495,804 | 7 | 35 | 35 | 0.0% |
| Q2 2023 | 119 | $176.4M | 33,691,307 | 29 | 45 | 20 | 0.0% |
| Q1 2023 | 104 | $146.7M | 27,646,007 | 14 | 39 | 24 | 0.0% |
| Q4 2022 | 97 | $145.9M | 25,429,257 | 20 | 21 | 28 | 0.0% |
| Q3 2022 | 116 | $160.7M | 27,836,909 | 10 | 38 | 34 | 0.0% |
| Q2 2022 | 124 | $216.9M | 29,859,528 | 12 | 37 | 31 | 0.0% |
| Q1 2022 | 124 | $284.0M | 31,443,586 | 17 | 42 | 31 | 0.0% |
| Q4 2021 | 124 | $306.1M | 31,290,181 | 14 | 34 | 36 | 0.0% |
| Q3 2021 | 115 | $263.8M | 31,490,695 | 9 | 36 | 34 | 0.0% |
| Q2 2021 | 118 | $284.7M | 32,305,230 | 13 | 38 | 35 | 0.0% |
| Q1 2021 | 120 | $255.9M | 32,759,274 | 14 | 35 | 34 | 0.0% |
| Q4 2020 | 121 | $210.0M | 30,523,249 | 8 | 37 | 42 | 0.0% |
| Q3 2020 | 127 | $180.4M | 30,165,596 | 13 | 39 | 41 | 0.0% |
| Q2 2020 | 114 | $182.2M | 30,531,539 | 8 | 39 | 31 | 0.0% |
| Q1 2020 | 127 | $157.6M | 30,067,812 | 22 | 40 | 36 | 0.0% |
| Q4 2019 | 116 | $229.3M | 28,590,858 | 11 | 36 | 34 | 0.0% |
| Q3 2019 | 112 | $236.9M | 29,950,671 | 5 | 32 | 35 | 0.0% |
| Q2 2019 | 125 | $231.7M | 30,932,600 | 17 | 39 | 34 | 0.0% |
| Q1 2019 | 122 | $245.1M | 32,814,572 | 11 | 34 | 35 | 0.0% |
| Q4 2018 | 125 | $197.1M | 31,982,637 | 1 | 3 | 4 | 0.0% |