DaveManuel.com · Institutional Ownership · Who Owns It
CBRE GBL REAL ESTATE INC FD (IGR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
121
Reporting holders
$168.7M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Penserra Capital Management LLC | $19.7M | 4,284,129 | 0.15% | 2q | +4.0%+$753.9K |
| Vinva Investment Management Ltd | $19.5M | 143,491? | 0.13% | new | |
| WELLS FARGO & COMPANY/MN | $12.4M | 2,693,318 | 0.00% | 31q | -7.3%-$980.4K |
| 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 | +3.1%+$182.5K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $602.0K | 130,730 | 0.00% | 31q | +111.9%+$318.0K |
| Mariner, LLC | $577.0K | 125,153 | 0.00% | 16q | -1.1%-$6.5K |
| 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 |
| Merit Financial Group, LLC | $282.3K | 61,241 | 0.00% | 13q | -14.0%-$45.9K |
| GFS Advisors, LLC | $279.7K | 570? | 0.01% | 2q | |
| 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 |
| Janney Montgomery Scott LLC | $235.0K | 50,966 | 0.00% | 31q | +1.6%+$3.7K |
| 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 | HELD |
| 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 |
| PARK AVENUE SECURITIES LLC | $130.0K | 28,161 | 0.00% | 13q | -1.9%-$2.5K |
| 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 |
| HRT FINANCIAL LP | $80.0K | 17,421 | 0.00% | new | NEW |
| 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 |
| 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 |
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 |
|---|---|---|---|
| 2026-10-27 | 13G | First Trust Portfolios L.P.with 2 co-filers | 5.5% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $12.8M | 1,095,973 | 20 | 0 | 0 | 0.0% |
| Q2 2026 | 121 | $168.7M | 36,606,470 | 14 | 40 | 25 | 0.0% |
| Q1 2026 | 124 | $155.8M | 35,472,198 | 13 | 41 | 35 | 0.0% |
| Q4 2025 | 132 | $160.8M | 36,641,623 | 25 | 34 | 33 | 0.0% |
| Q3 2025 | 116 | $168.6M | 32,824,003 | 18 | 37 | 30 | 0.0% |
| Q2 2025 | 117 | $187.8M | 35,575,196 | 11 | 39 | 27 | 0.0% |
| Q1 2025 | 119 | $184.8M | 35,783,863 | 11 | 47 | 22 | 0.0% |
| Q4 2024 | 135 | $167.8M | 34,814,379 | 29 | 34 | 38 | 0.0% |
| Q3 2024 | 107 | $224.8M | 34,318,775 | 14 | 30 | 39 | 0.0% |
| Q2 2024 | 113 | $172.5M | 34,230,095 | 9 | 31 | 43 | 0.0% |
| Q1 2024 | 123 | $319.4M | 59,391,201 | 15 | 44 | 34 | 0.0% |
| Q4 2023 | 132 | $275.9M | 50,798,181 | 21 | 31 | 43 | 0.0% |
| Q3 2023 | 124 | $191.0M | 42,459,849 | 7 | 37 | 44 | 0.0% |
| Q2 2023 | 136 | $231.5M | 44,221,373 | 31 | 49 | 26 | 0.0% |
| Q1 2023 | 124 | $155.3M | 29,259,645 | 16 | 45 | 30 | 0.0% |
| Q4 2022 | 125 | $154.0M | 26,831,193 | 24 | 26 | 39 | 0.0% |
| Q3 2022 | 115 | $201.6M | 34,936,480 | 10 | 38 | 33 | 0.0% |
| Q2 2022 | 123 | $276.9M | 36,800,394 | 12 | 37 | 30 | 0.0% |
| Q1 2022 | 123 | $332.1M | 36,755,869 | 17 | 40 | 32 | 0.0% |
| Q4 2021 | 123 | $361.0M | 36,895,528 | 14 | 34 | 35 | 0.0% |
| Q3 2021 | 115 | $312.2M | 37,287,342 | 9 | 36 | 34 | 0.0% |
| Q2 2021 | 118 | $337.9M | 36,903,077 | 13 | 38 | 35 | 0.0% |
| Q1 2021 | 117 | $285.1M | 36,486,913 | 12 | 34 | 34 | 0.0% |
| Q4 2020 | 121 | $246.1M | 34,321,896 | 8 | 37 | 42 | 0.0% |
| Q3 2020 | 127 | $214.3M | 35,839,366 | 13 | 39 | 41 | 0.0% |
| Q2 2020 | 114 | $216.2M | 36,219,295 | 8 | 39 | 31 | 0.0% |
| Q1 2020 | 127 | $180.1M | 34,377,630 | 22 | 39 | 37 | 0.0% |
| Q4 2019 | 116 | $259.2M | 32,326,406 | 11 | 36 | 34 | 0.0% |
| Q3 2019 | 112 | $251.6M | 31,815,762 | 5 | 32 | 35 | 0.0% |
| Q2 2019 | 125 | $246.5M | 32,917,915 | 17 | 39 | 34 | 0.0% |
| Q1 2019 | 121 | $262.0M | 35,071,626 | 10 | 34 | 35 | 0.0% |
| Q4 2018 | 125 | $213.0M | 34,568,773 | 1 | 3 | 4 | 0.0% |