IGR — CBRE GLOBAL REAL ESTATE INCOME
As of Q2 2026, 8 SEC-registered investment managers reported holding IGR (CBRE GLOBAL REAL ESTATE INCOME) in their latest 13F filings, with a combined reported value of $90.46M across 19.62M shares. That is +1.8% by share count (+354.30K shares) versus the previous quarter, while reported value moved +6.9%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IGR is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 9.78M | $45.10M | 0.00% | Add |
| UBS Group AG history | 5.00M | $23.07M | 0.00% | Reduce |
| Wells Fargo & Co history | 2.69M | $12.42M | 0.00% | Reduce |
| Bank of America Corp history | 2.08M | $9.58M | 0.00% | Add |
| Citadel Advisors history | 53.32K | $245.80K | 0.00% | Add |
| JPMorgan Chase & Co history | 6.70K | $30.89K | 0.00% | New |
| PNC Financial Services history | 5.03K | $23.21K | 0.00% | Hold |
| Citigroup Inc history | 2 | $9 | 0.00% | Hold |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 8.86M | $38.90M | 0.00% | Reduce |
| UBS Group AG history | 5.65M | $24.81M | 0.00% | Reduce |
| Wells Fargo & Co history | 2.91M | $12.76M | 0.00% | Add |
| Bank of America Corp history | 1.79M | $7.86M | 0.00% | Reduce |
| Balyasny Asset Management history | 29.13K | $127.89K | 0.00% | New |
| Citadel Advisors history | 25.32K | $111.16K | 0.00% | New |
| PNC Financial Services history | 5.03K | $22.10K | 0.00% | Reduce |
| BlackRock Inc history | 2.42K | $10.64K | 0.00% | New |
| Citigroup Inc history | 2 | $9 | 0.00% | Hold |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 9.76M | $42.74M | 0.00% | Reduce |
| UBS Group AG history | 5.81M | $25.47M | 0.00% | Add |
| Wells Fargo & Co history | 2.25M | $9.84M | 0.00% | Add |
| Bank of America Corp history | 2.07M | $9.05M | 0.00% | Add |
| Millennium Management history | 165.22K | $723.68K | 0.00% | Reduce |
| PNC Financial Services history | 5.23K | $22.93K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.70K | $7.45K | 0.00% | Add |
| Citigroup Inc history | 2 | $9 | 0.00% | Hold |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 10.64M | $54.70M | 0.00% | Add |
| UBS Group AG history | 5.53M | $28.43M | 0.01% | Add |
| Bank of America Corp history | 1.91M | $9.81M | 0.00% | Add |
| Wells Fargo & Co history | 1.88M | $9.64M | 0.00% | Add |
| Millennium Management history | 298.00K | $1.53M | 0.00% | New |
| PNC Financial Services history | 36.66K | $188.44K | 0.00% | Hold |
| JPMorgan Chase & Co history | 400 | $2.06K | 0.00% | New |
| Citigroup Inc history | 2 | $10 | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 10.48M | $55.45M | 0.00% | Reduce |
| UBS Group AG history | 5.35M | $28.29M | 0.01% | Hold |
| Bank of America Corp history | 1.85M | $9.76M | 0.00% | Hold |
| Wells Fargo & Co history | 1.59M | $8.39M | 0.00% | Add |
| PNC Financial Services history | 36.66K | $193.94K | 0.00% | Reduce |
| Citigroup Inc history | 2 | $11 | 0.00% | Hold |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.50M | $59.32M | 0.00% | Add |
| UBS Group AG history | 5.35M | $27.61M | 0.01% | Add |
| Bank of America Corp history | 1.84M | $9.51M | 0.00% | Reduce |
| Wells Fargo & Co history | 1.54M | $7.94M | 0.00% | Add |
| PNC Financial Services history | 46.46K | $239.75K | 0.00% | Add |
| JPMorgan Chase & Co history | 21.93K | $113.18K | 0.00% | Add |
| BNY Mellon history | 16.40K | $84.64K | 0.00% | Hold |
| Citigroup Inc history | 2 | $10 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.70K sh · $30.89K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 29.13K sh · $127.89K
- BlackRock Inc sold 2.42K sh · $10.64K
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 9.78M | 8.86M | 9.76M | 10.64M | 10.48M | 11.50M | 11.01M | 11.52M | 12.32M | 11.83M | 10.75M | 10.40M | 10.04M | 8.73M | 8.41M | 9.79M | 11.00M | 3.87M | 4.00M | 3.55M |
| UBS Group AG | 5.00M | 5.65M | 5.81M | 5.53M | 5.35M | 5.35M | 5.24M | 5.19M | 4.81M | 4.87M | 4.67M | 4.88M | 4.98M | 4.59M | 4.14M | 3.86M | 3.87M | 3.78M | 3.62M | 3.63M |
| Wells Fargo & Co | 2.69M | 2.91M | 2.25M | 1.88M | 1.59M | 1.54M | 1.35M | 1.41M | 1.46M | 1.82M | 1.43M | 1.31M | 1.46M | 1.52M | 1.58M | 1.90M | 2.07M | 2.12M | 2.57M | 2.49M |
| Bank of America Corp | 2.08M | 1.79M | 2.07M | 1.91M | 1.85M | 1.84M | 1.99M | 2.18M | 2.52M | 2.72M | 2.43M | 3.14M | 3.16M | 3.21M | 2.76M | 2.99M | 3.23M | 3.24M | 3.13M | 2.99M |
| Citadel Advisors | 53.32K | 25.32K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 6.70K | — | 1.70K | 400 | — | 21.93K | 21.00K | 27.60K | 33.10K | 42.95K | 141.97K | 34.81K | 38.08K | 39.43K | 29.10K | 8.66K | 99 | — | — | — |
| PNC Financial Services | 5.03K | 5.03K | 5.23K | 36.66K | 36.66K | 46.46K | 36.46K | 36.46K | 36.46K | 36.46K | 36.48K | 55.46K | 55.46K | 30.45K | 30.45K | 30.45K | 10.45K | 11.47K | 11.47K | 11.33K |
| Citigroup Inc | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 235 |
| BlackRock Inc | — | 2.42K | — | — | — | — | 500 | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Balyasny Asset Management | — | 29.13K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | 165.22K | 298.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 1 | — | 2 | — | — | — | — | — | — | — | — | 150 | 1 | 1 |
| BNY Mellon | — | — | — | — | — | 16.40K | 16.40K | 16.58K | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | 20.06K | 27.20K | 28.79K | 61.35K | 62.08K | 41.56K | 41.80K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 15.28K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details