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 | 02/13/2026 | 9.76 M | $42.74 M | -8.31% | 6.51% |
| UBS GROUP AG | 01/29/2026 | 5.81 M | $25.47 M | 5.15% | 3.88% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.25 M | $9.84 M | 19.71% | 1.50% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.07 M | $9.05 M | 8.36% | 1.38% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 1.98 M | $8.68 M | 0.84% | 1.32% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 1.37 M | $6.02 M | 100.00% | 0.92% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 1.33 M | $6.10 M | 100.00% | 0.89% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.24 M | $5.43 M | 22.15% | 0.83% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.11 M | $4.87 M | 3.31% | 0.74% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 652.52 K | $2.86 M | 1.38% | 0.44% |
| ROYAL BANK OF CANADA | 02/17/2026 | 557.73 K | $2.44 M | 2.03% | 0.37% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 537.47 K | $2.35 M | 100.00% | 0.36% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 498.17 K | $2.18 M | 100.00% | 0.33% |
| QUARRY LP | 02/13/2026 | 445.50 K | $1.95 M | 100.00% | 0.30% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 431.01 K | $1.87 M | -3.54% | 0.29% |
| JANE STREET GROUP, LLC | 02/12/2026 | 399.60 K | $1.75 M | 215.37% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 376.23 K | $1.65 M | -27.79% | 0.25% |
| WEALTHTRUST AXIOM LLC | 02/13/2026 | 330.24 K | $1.45 M | -0.98% | 0.22% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 02/09/2026 | 318.08 K | $1.39 M | 4.62% | 0.21% |
| ROMAN BUTLER FULLERTON & CO | 01/26/2026 | 271.56 K | $1.27 M | 0.46% | 0.18% |
| COOPER FINANCIAL GROUP | 01/08/2026 | 251.63 K | $1.10 M | 3.21% | 0.17% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 228.75 K | $1.00 M | -40.43% | 0.15% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 215.38 K | $943.38 K | 20.02% | 0.14% |
| 180 WEALTH ADVISORS, LLC | 01/09/2026 | 198.86 K | $870.99 K | 13.52% | 0.13% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 02/05/2026 | 192.00 K | $840.96 K | 48.84% | 0.13% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 191.07 K | $836.87 K | -11.76% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 189.08 K | $828.16 K | 42.49% | 0.13% |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 01/15/2026 | 185.60 K | $812.94 K | 16.69% | 0.12% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 182.55 K | $799.55 K | -4.75% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 165.22 K | $723.68 K | -44.56% | 0.11% |
| 02/05/2026 | 154.57 K | $677.02 K | 100.00% | 0.10% | |
| MARINER, LLC | 02/13/2026 | 136.37 K | $597.28 K | 90.40% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 101.28 K | $443.62 K | 100.00% | 0.07% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 98.38 K | $430.91 K | -18.97% | 0.07% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 92.98 K | $407.24 K | -4.63% | 0.06% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 89.66 K | $392.72 K | -4.01% | 0.06% |
| XTX TOPCO LTD | 02/17/2026 | 79.22 K | $346.98 K | 100.00% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 78.73 K | $344.82 K | 0.10% | 0.05% |
| MOORS & CABOT, INC. | 02/10/2026 | 76.93 K | $336.95 K | 2.78% | 0.05% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 74.88 K | $327.98 K | -20.86% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 73.20 K | $320.63 K | 191.49% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 71.86 K | $314.74 K | -66.78% | 0.05% |
| CHOREO, LLC | 01/23/2026 | 68.53 K | $305.62 K | 4.91% | 0.05% |
| COMERICA BANK | 01/29/2026 | 67.35 K | $295.00 K | 126.40% | 0.04% |
| SUNPOINTE, LLC | 01/23/2026 | 67.08 K | $293.79 K | -21.00% | 0.04% |
| PROSPERITY WEALTH MANAGEMENT, INC. | 03/27/2026 | 62.54 K | $273.94 K | 100.00% | 0.04% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 62.30 K | $272.87 K | 17.11% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 60.01 K | $263.00 K | 12.53% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 57.84 K | $262.57 K | -15.30% | 0.04% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 54.88 K | $240.39 K | 0.00% | 0.04% |
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CBRE Global Real Estate Income Fund institutional Ownership - FAQ's
During the previous two years, 200 institutional investors and hedge funds held shares of CBRE Global Real Estate Income Fund. The most heavily invested institutionals were:
UBS Group AG: 5.65 M
FLAGSHIP HARBOR ADVISORS, LLC: 2.23 M
Sanctuary Advisors, LLC: 768,673
ROMAN BUTLER FULLERTON & CO: 276,840
Tennessee Valley Asset Management Partners: 262,652
Cooper Financial Group: 261,404
24.39% of CBRE Global Real Estate Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 49.87 M shares in the last 24 months. This purchase volume represents approximately $235.89 M in transactions.