CBRE Global Real Estate Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 8.86 M | $38.90 M | -9.20% | 5.88% |
| UBS GROUP AG | 05/05/2026 | 5.65 M | $24.81 M | -2.82% | 3.75% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 4.12 M | $18.09 M | 100.00% | 2.73% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.91 M | $12.76 M | 29.38% | 1.93% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 2.23 M | $9.81 M | 12.76% | 1.48% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.79 M | $7.86 M | -13.42% | 1.19% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.28 M | $5.60 M | 2.91% | 0.85% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.13 M | $4.98 M | 1.95% | 0.75% |
| ROYAL BANK OF CANADA | 05/15/2026 | 814.73 K | $3.58 M | 46.08% | 0.54% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 768.67 K | $3.37 M | 17.80% | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 406.49 K | $1.78 M | 8.04% | 0.27% |
| WEALTHTRUST AXIOM LLC | 05/11/2026 | 356.58 K | $1.57 M | 7.98% | 0.24% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 05/08/2026 | 344.17 K | $1.51 M | 8.20% | 0.23% |
| ROMAN BUTLER FULLERTON & CO | 04/30/2026 | 276.84 K | $1.26 M | 1.95% | 0.18% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 04/27/2026 | 262.65 K | $1.15 M | 36.80% | 0.17% |
| COOPER FINANCIAL GROUP | 04/07/2026 | 261.40 K | $1.15 M | 3.89% | 0.17% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 230.26 K | $1.01 M | 0.66% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 226.65 K | $994.97 K | 19.87% | 0.15% |
| 180 WEALTH ADVISORS, LLC | 05/01/2026 | 220.38 K | $967.44 K | 10.82% | 0.15% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 212.69 K | $933.71 K | -1.25% | 0.14% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 169.92 K | $745.92 K | -11.07% | 0.11% |
| 05/05/2026 | 161.57 K | $709.29 K | 4.53% | 0.11% | |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 04/07/2026 | 152.85 K | $670.99 K | -17.65% | 0.10% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 151.51 K | $665.12 K | -17.00% | 0.10% |
| MARINER, LLC | 05/13/2026 | 126.57 K | $550.72 K | -7.18% | 0.08% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 102.91 K | $451.77 K | -92.51% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 96.09 K | $421.82 K | 7.17% | 0.06% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 92.98 K | $408.17 K | 0.00% | 0.06% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 82.30 K | $361.30 K | 32.10% | 0.05% |
| MOORS & CABOT, INC. | 05/08/2026 | 75.03 K | $329.40 K | -2.46% | 0.05% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 73.41 K | $322.25 K | -1.97% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 71.21 K | $312.60 K | -9.55% | 0.05% |
| FIFTH THIRD BANCORP | 05/01/2026 | 69.16 K | $303.60 K | 2,205.27% | 0.05% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 68.93 K | $303.00 K | 85.09% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 61.68 K | $271.00 K | 2.79% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 60.36 K | $267.39 K | 4.36% | 0.04% |
| XTX TOPCO LTD | 05/15/2026 | 57.06 K | $250.47 K | -27.98% | 0.04% |
| CHOREO, LLC | 05/13/2026 | 56.18 K | $246.65 K | -18.01% | 0.04% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 54.88 K | $240.94 K | 0.00% | 0.04% |
| SUNPOINTE, LLC | 04/21/2026 | 52.58 K | $230.80 K | -21.62% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 50.16 K | $220.00 K | -5.01% | 0.03% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 50.15 K | $220.18 K | -89.93% | 0.03% |
| 05/07/2026 | 50.09 K | $219.87 K | 0.00% | 0.03% | |
| ALTERI WEALTH LLC | 05/06/2026 | 44.72 K | $196.31 K | 26.01% | 0.03% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 44.03 K | $193.29 K | -4.58% | 0.03% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 41.70 K | $183.05 K | 73.60% | 0.03% |
| QUATTRO FINANCIAL ADVISORS LLC | 04/22/2026 | 40.29 K | $176.88 K | 0.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 39.10 K | $171.64 K | -0.20% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 37.56 K | $164.89 K | -14.23% | 0.02% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 35.25 K | $154.74 K | -3.88% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
CBRE Global Real Estate Income Fund institutional Ownership - FAQ's
During the previous two years, 198 institutional investors and hedge funds held shares of CBRE Global Real Estate Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 8.86 M
UBS Group AG: 5.65 M
Penserra Capital Management LLC: 4.12 M
WELLS FARGO & COMPANY/MN: 2.91 M
FLAGSHIP HARBOR ADVISORS, LLC: 2.23 M
BANK OF AMERICA CORP /DE/: 1.79 M
23.53% of CBRE Global Real Estate Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 50.10 M shares in the last 24 months. This purchase volume represents approximately $236.98 M in transactions.