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Cbre Global Real Estate Income Fund

Institutional holders · 13F as of Dec 31, 2025

133 holders

HolderValueShares% of shares
Alpine Global Management, LLC$195.9K44,729—
COMMONWEALTH EQUITY SERVICES, LLC$191.8K43,792—
TWO SIGMA SECURITIES, LLC$187.8K42,884—
QUATTRO FINANCIAL ADVISORS LLC$176.5K40,291—
NewEdge Advisors, LLC$171.6K39,174—
Marex Group plc$170.9K39,010—
ELEVATION POINT WEALTH PARTNERS, LLC$162.7K37,138—
Vestmark Advisory Solutions, Inc.$162.7K37,138—
EP Wealth Advisors, LLC$160.6K36,671—
Alteri Wealth LLC$155.4K35,488—
Balyasny Asset Management L.P.$127.9K29,131—
LEAVELL INVESTMENT MANAGEMENT, INC.$111.7K25,500—
ECLECTIC ASSOCIATES INC /ADV$105.2K24,019—
Sigma Planning Corp$93.4K20,252—
Corient Private Wealth LLC$92.0K21,000—
DECISION INVESTMENTS, INC$87.3K19,920—
ENVESTNET ASSET MANAGEMENT INC$85.7K19,558—
KESTRA PRIVATE WEALTH SERVICES, LLC$83.1K18,968—
CAPTRUST FINANCIAL ADVISORS$83.0K18,957—
Creative Planning$82.1K18,737—
BURNEY CO$77.3K17,639—
D.A. DAVIDSON & CO.$75.7K17,245—
Fiduciary Group, LLC$69.9K15,953—
Pinnacle Wealth Planning Services, Inc.$69.8K15,131—
AXXCESS WEALTH MANAGEMENT, LLC$67.3K15,375—
Kovack Advisors, Inc.$66.2K15,115—
One Capital Management, LLC$64.1K14,642—
Steward Partners Investment Advisory, LLC$64.0K14,622—
StoneX Group Inc.$63.9K14,593—
Occidental Asset Management, LLC$63.7K13,824—
AE Wealth Management LLC$63.5K14,500—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$63.3K14,411—
Holistic Financial Partners$63.2K14,440—
Private Advisor Group, LLC$60.7K13,852—
AMERIFLEX GROUP, INC.$60.0K13,700—
Integrity Advisory Solutions, LLC$56.4K12,866—
GREAT VALLEY ADVISOR GROUP, INC.$55.9K12,752—
Indivisible Partners$53.2K12,144—
Sowell Financial Services LLC$51.6K11,774—
BOOTHBAY FUND MANAGEMENT, LLC$47.7K10,883—
Fifth Third Wealth Advisors LLC$47.3K10,791—
Future Financial Wealth Managment LLC$47.2K10,000—
MGO ONE SEVEN LLC$46.6K10,635—
UNITED CAPITAL FINANCIAL ADVISORS, LLC$45.8K10,447—
STEPHENS INC /AR$45.0K10,278—
PFG Investments, LLC$44.3K10,114—
Jump Financial, LLC$44.2K10,093—
Nova Wealth Management, Inc.$34.6K7,897—
WPG Advisers, LLC$33.6K7,673—
US BANCORP \DE$29.0K6,611—
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