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Cbre Global Real Estate Income Fund

Institutional holders · 13F as of Dec 31, 2025

133 holders

HolderValueShares% of shares
Morgan Stanley$42.74M9,757,644—
UBS Group AG$25.47M5,814,985—
WELLS FARGO & COMPANY/MN$9.84M2,246,044—
BANK OF AMERICA CORP /DE$9.05M2,067,222—
FLAGSHIP HARBOR ADVISORS, LLC$8.68M1,981,572—
ABSOLUTE INVESTMENT ADVISERS, LLC$6.10M1,333,225—
READYSTATE ASSET MANAGEMENT LP$6.02M1,373,359—
LPL Financial LLC$5.43M1,178,711—
AMERIPRISE FINANCIAL INC$5.43M1,239,252—
Royal Bank of Canada$3.58M814,725—
Sanctuary Advisors, LLC$2.86M652,516—
Wolverine Asset Management, LLC$2.35M537,473—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.18M498,173—
Quarry LP$1.95M445,498—
J.W. COLE ADVISORS, INC.$1.87M431,008—
JANE STREET GROUP, LLC$1.75M399,602—
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$1.69M366,558—
OSAIC HOLDINGS, INC.$1.65M376,233—
WealthTrust Axiom LLC$1.45M330,238—
ROMAN BUTLER FULLERTON & CO$1.27M271,558—
Cooper Financial Group$1.10M251,627—
Cetera Investment Advisers$1.00M228,752—
GUGGENHEIM CAPITAL LLC$933.7K212,689—
180 WEALTH ADVISORS, LLC$871.0K198,857—
Tennessee Valley Asset Management Partners$841.0K191,999—
STIFEL FINANCIAL CORP$836.9K191,071—
RAYMOND JAMES FINANCIAL INC$828.2K189,078—
Rockefeller Capital Management L.P.$799.6K182,546—
Rayburn West Financial Services LLC$744.8K161,570—
Millennium Management LLC$723.7K165,224—
Investment Partners Asset Management, Inc.$671.0K152,845—
Mariner, LLC$550.7K126,573—
Shaker Financial Services, LLC$443.6K101,282—
Advisors Asset Management, Inc.$430.9K98,381—
IHT Wealth Management, LLC$407.2K92,978—
Samalin Investment Counsel, LLC$392.7K89,661—
XTX Topco Ltd$347.0K79,220—
Merit Financial Group, LLC$344.8K78,727—
Moors & Cabot, Inc.$336.9K76,928—
Compound Planning, Inc.$328.0K74,881—
Global Retirement Partners, LLC$320.6K73,204—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$314.7K71,859—
CHOREO, LLC$305.6K68,525—
COMERICA BANK$295.0K67,352—
Sunpointe, LLC$293.8K67,075—
Prosperity Wealth Management, Inc.$273.9K62,543—
NWF Advisory Services Inc.$272.9K62,300—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$262.6K57,835—
Live Oak Private Wealth LLC$240.4K54,884—
SeaCrest Wealth Management, LLC$210.9K46,141—
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