13FBOX
CBRE GBL REAL ESTATE INC FD · 13F Institutional Holdings
Options Calculator Rankings
C

CBRE GBL REAL ESTATE INC FD

IGR
Institutions
125
Combined AUM (Q2 2026)
$188.6M
Combined Shares (Q2 2026)
36.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.7M
60 · 20 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.2M
46 · 19 Exit · ≈
⚖️ Net
-494,443
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$188.6M
Institutions
125
New Buys
20
Adds
40
Reduces
27
Exits
19
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#50$45.1M9.8M$54.7M10.6M-858,949-8.07%Reduce
UBS Group AG
<0.01%<0.01%#47$23.1M5.0M$24.8M5.7M-646,321-11.44%Reduce
Penserra Capital Management LLC
0.15%0.21%#7$19.7M4.3M$18.1M4.1M+163,550+3.97%Add
Vinva Investment Management Ltd
0.02%#29$19.5M143,491$00+143,491New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#56$12.4M2.7M$12.8M2.9M-212,673-7.32%Reduce
FLAGSHIP HARBOR ADVISORS, LLC
0.41%0.43%#2$10.7M2.3M$9.8M2.2M+92,847+4.16%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#82$9.6M2.1M$7.9M1.8M+287,903+16.09%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#65$6.1M1.3M$5.6M1.3M+39,583+3.10%Add
LPL Financial LLC
<0.01%<0.01%#67$5.4M1.2M$5.0M1.1M+45,061+3.97%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#81$4.3M926,548$3.6M814,725+111,823+13.73%Add
Sanctuary Advisors, LLC
0.02%0.02%#31$3.8M820,493$3.4M768,673+51,820+6.74%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#52$2.0M431,249$1.8M406,489+24,760+6.09%Add
J.W. COLE ADVISORS, INC.
0.03%#19$2.0M423,798$00+423,798New Buy
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
0.32%0.31%#5$1.7M366,558$1.5M344,166+22,392+6.51%Add
WealthTrust Axiom LLC
0.35%0.39%#4$1.6M343,116$1.6M356,578-13,462-3.78%Reduce
ROMAN BUTLER FULLERTON & CO
0.31%0.35%#6$1.3M282,804$1.3M276,840+5,964+2.15%Add
Cooper Financial Group
0.1%0.12%#11$1.2M265,530$1.1M261,404+4,126+1.58%Add
Tennessee Valley Asset Management Partners
0.13%0.15%#9$1.2M261,160$1.2M262,652-1,492-0.57%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#97$1.2M260,320$994,971226,645+33,675+14.86%Add
180 WEALTH ADVISORS, LLC
0.11%0.11%#10$1.1M233,826$967,444220,375+13,451+6.10%Add
GUGGENHEIM CAPITAL LLC
0.01%0.01%#37$984,844213,632$933,705212,689+943+0.44%Add
Cetera Investment Advisers
<0.01%<0.01%#74$967,287209,824$1.0M230,262-20,438-8.88%Reduce
Rayburn West Financial Services LLC
0.41%0.42%#1$744,838161,570$709,292161,57000.00%Unchanged
Investment Partners Asset Management, Inc.
0.39%0.41%#3$703,136152,524$670,990152,845-321-0.21%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#70$634,433137,621$665,116151,507-13,886-9.17%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#88$630,928136,862$745,918169,917-33,055-19.45%Reduce
Mariner, LLC
<0.01%<0.01%#83$576,955125,153$550,715126,573-1,420-1.12%Reduce
Samalin Investment Counsel, LLC
0.14%0.15%#8$452,76998,214$421,81696,086+2,128+2.21%Add
READYSTATE ASSET MANAGEMENT LP
0.02%0.02%#26$451,766102,908$451,766102,90800.00%Unchanged
IHT Wealth Management, LLC
0.01%0.01%#33$407,42388,378$408,17492,978-4,600-4.95%Reduce
Compound Planning, Inc.
0.01%0.01%#34$329,36571,446$322,24973,405-1,959-2.67%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#86$328,12671,177$303,60469,158+2,019+2.92%Add
NWF Advisory Services Inc.
0.03%0.04%#21$317,16868,800$361,29782,300-13,500-16.40%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#78$301,33365,365$271,00061,683+3,682+5.97%Add
Global Retirement Partners, LLC
<0.01%#43$291,16463,159$00+63,159New Buy
Moors & Cabot, Inc.
0.01%0.01%#32$283,81061,564$329,39975,034-13,470-17.95%Reduce
Merit Financial Group, LLC
<0.01%<0.01%#60$282,32361,241$312,59671,206-9,965-13.99%Reduce
GFS Advisors, LLC
0.03%#22$279,720570$00+570New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#90$272,72659,288$267,38660,358-1,070-1.77%Reduce
Live Oak Private Wealth LLC
0.03%0.03%#20$253,01554,884$240,94154,88400.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#115$245,80153,319$111,15925,321+27,998+110.57%Add
Sunpointe, LLC
0.07%0.08%#14$242,37152,575$230,80452,57500.00%Unchanged
CHOREO, LLC
<0.01%<0.01%#49$238,38851,711$246,64856,184-4,473-7.96%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#89$234,95350,966$220,00050,158+808+1.61%Add
Z3 Capital Partners, LLC
0.05%0.06%#16$230,89250,085$219,87350,08500.00%Unchanged
SeaCrest Wealth Management, LLC
0.02%0.02%#25$220,57047,846$193,29244,030+3,816+8.67%Add
Alteri Wealth LLC
0.06%0.06%#15$215,37846,720$196,30744,717+2,003+4.48%Add
ECLECTIC ASSOCIATES INC /ADV
0.02%0.02%#27$196,16542,552$183,05441,698+854+2.05%Add
QUATTRO FINANCIAL ADVISORS LLC
0.04%0.05%#18$185,74240,291$176,87740,29100.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#85$180,23839,097$171,63639,09700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow