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 | 08/13/2026 | 9.78 M | $45.10 M | 10.41% | 6.45% |
| UBS GROUP AG | 08/13/2026 | 5.00 M | $23.07 M | -11.44% | 3.30% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 4.28 M | $19.75 M | 3.97% | 2.83% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.69 M | $12.42 M | -7.32% | 1.78% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 2.33 M | $10.73 M | 4.16% | 1.53% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.08 M | $9.58 M | 16.09% | 1.37% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.31 M | $6.06 M | 3.10% | 0.87% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.18 M | $5.43 M | 3.97% | 0.78% |
| ROYAL BANK OF CANADA | 08/14/2026 | 926.55 K | $4.27 M | 13.73% | 0.61% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 820.49 K | $3.78 M | 6.74% | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 431.25 K | $1.99 M | 6.09% | 0.28% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 423.80 K | $1.95 M | 100.00% | 0.28% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 08/07/2026 | 366.56 K | $1.69 M | 6.51% | 0.24% |
| WEALTHTRUST AXIOM LLC | 08/11/2026 | 343.12 K | $1.58 M | -3.78% | 0.23% |
| ROMAN BUTLER FULLERTON & CO | 08/06/2026 | 282.80 K | $1.30 M | 2.15% | 0.19% |
| COOPER FINANCIAL GROUP | 07/08/2026 | 265.53 K | $1.22 M | 1.58% | 0.18% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 08/10/2026 | 261.16 K | $1.20 M | -0.57% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 260.32 K | $1.20 M | 14.86% | 0.17% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 233.83 K | $1.08 M | 6.10% | 0.15% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 213.63 K | $984.84 K | 0.44% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 209.82 K | $967.29 K | -8.88% | 0.14% |
| RAYBURN WEST FINANCIAL SERVICES LLC | 08/07/2026 | 161.57 K | $744.84 K | 0.00% | 0.11% |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 07/24/2026 | 152.52 K | $703.14 K | -0.21% | 0.10% |
| VINVA INVESTMENT MANAGEMENT LTD | 08/14/2026 | 143.49 K | $19.53 M | 100.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 137.62 K | $634.43 K | -9.17% | 0.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 136.86 K | $630.93 K | -19.45% | 0.09% |
| MARINER, LLC | 08/13/2026 | 125.15 K | $576.96 K | -1.12% | 0.08% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 98.21 K | $452.77 K | 2.21% | 0.06% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 88.38 K | $407.42 K | -4.95% | 0.06% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 71.45 K | $329.37 K | -2.67% | 0.05% |
| FIFTH THIRD BANCORP | 08/05/2026 | 71.18 K | $328.13 K | 2.92% | 0.05% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 68.80 K | $317.17 K | -16.40% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 65.37 K | $301.00 K | 5.97% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 63.16 K | $291.16 K | 100.00% | 0.04% |
| MOORS & CABOT, INC. | 08/10/2026 | 61.56 K | $283.81 K | -17.95% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 61.24 K | $282.32 K | -13.99% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 59.29 K | $272.73 K | -1.77% | 0.04% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 54.88 K | $253.02 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 09/02/2026 | 53.32 K | $245.80 K | 110.57% | 0.04% |
| SUNPOINTE, LLC | 07/24/2026 | 52.58 K | $242.37 K | 0.00% | 0.03% |
| CHOREO, LLC | 08/04/2026 | 51.71 K | $238.39 K | -7.96% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 50.97 K | $235.00 K | 1.61% | 0.03% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 50.09 K | $230.89 K | 0.00% | 0.03% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 47.85 K | $220.57 K | 8.67% | 0.03% |
| ALTERI WEALTH LLC | 07/29/2026 | 46.72 K | $215.38 K | 4.48% | 0.03% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 42.55 K | $196.17 K | 2.05% | 0.03% |
| QUATTRO FINANCIAL ADVISORS LLC | 07/16/2026 | 40.29 K | $185.74 K | 0.00% | 0.03% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 39.62 K | $182.63 K | -61.50% | 0.03% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 39.10 K | $180.24 K | 0.00% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 38.09 K | $175.60 K | 1.41% | 0.03% |
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CBRE Global Real Estate Income Fund institutional Ownership - FAQ's
During the previous two years, 204 institutional investors and hedge funds held shares of CBRE Global Real Estate Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 9.78 M
UBS Group AG: 5 M
Penserra Capital Management LLC: 4.28 M
WELLS FARGO & COMPANY/MN: 2.69 M
FLAGSHIP HARBOR ADVISORS, LLC: 2.33 M
BANK OF AMERICA CORP /DE/: 2.08 M
24.20% of CBRE Global Real Estate Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 51.56 M shares in the last 24 months. This purchase volume represents approximately $243.87 M in transactions.