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Cbre Global Real Estate Income Fund

Institutional holders · 13F as of Dec 31, 2025

133 holders

HolderValueShares% of shares
Holistic Financial Partners$63.2K14,440—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$63.3K14,411—
AE Wealth Management LLC$63.5K14,500—
Occidental Asset Management, LLC$63.7K13,824—
StoneX Group Inc.$63.9K14,593—
Steward Partners Investment Advisory, LLC$64.0K14,622—
One Capital Management, LLC$64.1K14,642—
Kovack Advisors, Inc.$66.2K15,115—
AXXCESS WEALTH MANAGEMENT, LLC$67.3K15,375—
Pinnacle Wealth Planning Services, Inc.$69.8K15,131—
Fiduciary Group, LLC$69.9K15,953—
D.A. DAVIDSON & CO.$75.7K17,245—
BURNEY CO$77.3K17,639—
Creative Planning$82.1K18,737—
CAPTRUST FINANCIAL ADVISORS$83.0K18,957—
KESTRA PRIVATE WEALTH SERVICES, LLC$83.1K18,968—
ENVESTNET ASSET MANAGEMENT INC$85.7K19,558—
DECISION INVESTMENTS, INC$87.3K19,920—
Corient Private Wealth LLC$92.0K21,000—
Sigma Planning Corp$93.4K20,252—
ECLECTIC ASSOCIATES INC /ADV$105.2K24,019—
LEAVELL INVESTMENT MANAGEMENT, INC.$111.7K25,500—
Balyasny Asset Management L.P.$127.9K29,131—
Alteri Wealth LLC$155.4K35,488—
EP Wealth Advisors, LLC$160.6K36,671—
ELEVATION POINT WEALTH PARTNERS, LLC$162.7K37,138—
Vestmark Advisory Solutions, Inc.$162.7K37,138—
Marex Group plc$170.9K39,010—
NewEdge Advisors, LLC$171.6K39,174—
QUATTRO FINANCIAL ADVISORS LLC$176.5K40,291—
TWO SIGMA SECURITIES, LLC$187.8K42,884—
COMMONWEALTH EQUITY SERVICES, LLC$191.8K43,792—
Alpine Global Management, LLC$195.9K44,729—
SeaCrest Wealth Management, LLC$210.9K46,141—
Live Oak Private Wealth LLC$240.4K54,884—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$262.6K57,835—
NWF Advisory Services Inc.$272.9K62,300—
Prosperity Wealth Management, Inc.$273.9K62,543—
Sunpointe, LLC$293.8K67,075—
COMERICA BANK$295.0K67,352—
CHOREO, LLC$305.6K68,525—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$314.7K71,859—
Global Retirement Partners, LLC$320.6K73,204—
Compound Planning, Inc.$328.0K74,881—
Moors & Cabot, Inc.$336.9K76,928—
Merit Financial Group, LLC$344.8K78,727—
XTX Topco Ltd$347.0K79,220—
Samalin Investment Counsel, LLC$392.7K89,661—
IHT Wealth Management, LLC$407.2K92,978—
Advisors Asset Management, Inc.$430.9K98,381—
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