Skip to main content

CBRE GLOBAL REAL ESTATE INCOME FUND hedge fund holdings

IGRNYSE
$11.64+0.08 (+0.69%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

IGR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+125.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253025$8.72M$8.31M113Aug 14, 2025
Q3 20253041$12.2M$8.68M111Nov 14, 2025
Q4 20254437$22.8M$12.8M125Feb 14, 2026
Q1 20263441$6.74M$24.3M120May 15, 2026
Q2 20262929$8.81M$6.35M116Aug 14, 2026

Quarterly action breakdown

Q2 2026
116 filers
New position
13
$458K+99.4K sh
Increased
16
$8.35M+1.81M sh
Reduced
17
-$4.99M-1.08M sh
Out / sold
12
-$1.36M-295K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Readystate Asset Management LPReduce 61.50%-$292K$183K0.01%Aug 14, 2026
Schwarz Dygos Wheeler Investment Advisors LLCAdded 6.51%+$103K$1.69M0.32%Aug 7, 2026
Concurrent Investment Advisors, LLCNew Buy+$77.7K$77.7K0.00%Jul 27, 2026
Axxcess Wealth Management, LLCNew Buy+$69.6K$69.6K0.00%Jul 28, 2026
Integrity Advisory Solutions, LLCSell 100%-$63.6K$00.00%Jul 31, 2026
Moors & Cabot, Inc.Reduce 17.95%-$62.1K$284K0.01%Aug 10, 2026
WealthTrust Axiom LLCReduce 3.78%-$62.1K$1.58M0.35%Aug 11, 2026
180 Wealth Advisors, LLCAdded 6.10%+$62K$1.08M0.11%Jul 7, 2026
Indivisible PartnersReduce 25.50%-$31.4K$91.9K0.01%Aug 4, 2026
Roman Butler Fullerton & CoAdded 2.15%+$27.4K$1.3M0.31%Aug 6, 2026
Vestmark Advisory Solutions, Inc.Reduce 15.19%-$21.7K$121K0.00%Aug 14, 2026
Elevation Point Wealth Partners, LLCReduce 15.19%-$21.7K$121K0.00%Aug 12, 2026
Choreo, LLCReduce 7.96%-$20.6K$238K0.00%Aug 4, 2026
Cooper Financial GroupAdded 1.58%+$19K$1.22M0.10%Jul 8, 2026
SeaCrest Wealth Management, LLCAdded 8.67%+$17.6K$221K0.02%Jul 9, 2026
Samalin Investment Counsel, LLCAdded 2.21%+$9.81K$453K0.14%Jul 27, 2026
Alteri Wealth LLCAdded 4.48%+$9.23K$215K0.06%Jul 29, 2026
Assetmark, IncNew Buy+$8K$8K0.00%Jul 30, 2026
Accredited Investor Services, LLCReduce 4.66%-$6.97K$143K0.08%Aug 5, 2026
Tennessee Valley Asset Management PartnersReduce 0.57%-$6.88K$1.2M0.13%Aug 10, 2026
Guggenheim Capital LLCAdded 0.44%+$4.35K$985K0.01%Aug 12, 2026
Eclectic Associates IncAdded 2.05%+$3.94K$196K0.02%Jul 7, 2026
Kovack Advisors, Inc.Added 4.11%+$2.9K$73.4K0.00%Jul 29, 2026
United Capital Financial Advisors, LLCAdded 5.35%+$2.56K$50.3K0.00%Aug 17, 2026
Park Avenue Securities LLCReduce 1.86%-$2.46K$130K0.00%Jul 20, 2026
Burney Co/Added 2.73%+$2.22K$83.5K0.00%Jul 15, 2026
Bessemer Group IncNew Buy+$2K$2K0.00%Aug 12, 2026
Investment Partners Asset Management, Inc.Reduce 0.21%-$1.48K$703K0.39%Jul 24, 2026
PFG Investments, LLCAdded 2.78%+$1.33K$49.3K0.00%Jul 23, 2026
Glass Jacobson Investment Advisors llcNew Buy+$1.18K$1.18K0.00%Jul 30, 2026
Sigma Planning CorpAdded 1.05%+$973$93.4K0.00%Aug 7, 2026
Oppenheimer & Co IncAdded 1.06%+$585$55.9K0.00%Aug 3, 2026
Summit Financial, LLCAdded 0.67%+$406$60.7K0.00%Aug 12, 2026
WPG Advisers, LLCReduce 0.12%-$37$30.9K0.02%Aug 6, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 0.05%-$32$69.8K0.01%Aug 7, 2026
JFS Wealth Advisors, LLCNew Buy+$14$140.00%Jul 10, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.