Who Owns CBRE GBL REAL ESTATE INC FD (IGR)? -- Institutional Holders (2026-06-30)
140 institutions reported holding $188.0M of CBRE GBL REAL ESTATE INC FD (IGR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($45.1M), UBS Group AG ($23.1M), Penserra Capital Management LLC ($19.7M), Vinva Investment Management Ltd ($19.5M), WELLS FARGO & COMPANY/MN ($12.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $45.1M | 9.8M | Added |
| 2 | UBS Group AG | $23.1M | 5.0M | Trimmed |
| 3 | Penserra Capital Management LLC | $19.7M | 4.3M | Added |
| 4 | Vinva Investment Management Ltd | $19.5M | 143,491 | New |
| 5 | WELLS FARGO & COMPANY/MN | $12.4M | 2.7M | Trimmed |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | $10.7M | 2.3M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $9.6M | 2.1M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $6.1M | 1.3M | Added |
| 9 | LPL Financial LLC | $5.4M | 1.2M | Added |
| 10 | Royal Bank of Canada | $4.3M | 926,548 | Added |
| 11 | Sanctuary Advisors, LLC | $3.8M | 820,493 | Added |
| 12 | OSAIC HOLDINGS, INC. | $2.0M | 431,249 | Added |
| 13 | J.W. COLE ADVISORS, INC. | $2.0M | 423,798 | New |
| 14 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $1.7M | 366,558 | Added |
| 15 | WealthTrust Axiom LLC | $1.6M | 343,116 | Trimmed |
| 16 | ROMAN BUTLER FULLERTON & CO | $1.3M | 282,804 | Added |
| 17 | Cooper Financial Group | $1.2M | 265,530 | Added |
| 18 | Tennessee Valley Asset Management Partners | $1.2M | 261,160 | Trimmed |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.2M | 260,320 | Added |
| 20 | 180 WEALTH ADVISORS, LLC | $1.1M | 233,826 | Added |
| 21 | GUGGENHEIM CAPITAL LLC | $984,844 | 213,632 | Added |
| 22 | Cetera Investment Advisers | $967,287 | 209,824 | Trimmed |
| 23 | Rayburn West Financial Services LLC | $744,838 | 161,570 | Hold |
| 24 | Investment Partners Asset Management, Inc. | $703,136 | 152,524 | Trimmed |
| 25 | Rockefeller Capital Management L.P. | $634,433 | 137,621 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30