DOSSIER · 13F Holders · Q3 2026
IGR

CBRE GBL REAL ESTATE INC FD COM SHS OF BEN

69 institutions still hold CBRE GBL REAL ESTATE INC FD COM SHS OF BEN as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12504G878·69 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$90M
visible holders
Holders
69
filers reporting
Concentration
40.59%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q3 2026

69 institutions reported IGR in Q3 2026. MORGAN STANLEY leads at 40.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$36M3.1M0.00%Q3 2026
02
UBS Group AG
CIK 0001610520
$17M1.5M0.00%Q3 2026
03
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$9M795K0.35%Q3 2026
04
LPL Financial LLC
CIK 0001403438
$4M374K0.00%Q3 2026
05
Sanctuary Advisors, LLC
CIK 0001777271
$4M301K0.02%Q3 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M149K0.00%Q3 2026
07
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK 0001794153
$2M129K0.29%Q3 2026
08
J.W. COLE ADVISORS, INC.
CIK 0001404763
$1M126K0.02%Q3 2026
09
WealthTrust Axiom LLC
CIK 0001425949
$1M111K0.30%Q3 2026
10
Advisors Asset Management, Inc.
CIK 0001297376
$1M28K0.02%Q3 2026
11
ROMAN BUTLER FULLERTON & CO
CIK 0000733444
$1M96K0.24%Q3 2026
12
Tennessee Valley Asset Management Partners
CIK 0001826790
$1M86K0.11%Q3 2026
13
Cetera Investment Advisers
CIK 0001666741
$923K78K0.00%Q3 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$904K77K0.00%Q3 2026
15
Rayburn West Financial Services LLC
CIK 0002107467
$682K58K0.35%Q3 2026
16
Rockefeller Capital Management L.P.
CIK 0001739439
$588K50K0.00%Q3 2026
17
Investment Partners Asset Management, Inc.
CIK 0001384416
$562K48K0.30%Q3 2026
18
FIFTH THIRD BANCORP
CIK 0000035527
$503K43K0.00%Q3 2026
19
Mariner, LLC
CIK 0001373442
$474K40K0.00%Q3 2026
20
Merit Financial Group, LLC
CIK 0001621225
$419K36K0.00%Q3 2026
Page 1 of 4
49 more holders available. Log in →
Insiders at CBRE GBL REAL ESTATE INC FD COM SHS OF BEN
Stam Heidi →Finnerty Peter Francis →Smith Joseph P →Miniman Jonathan D →Nakahara Asuka →Weinberg Kenneth S →Greis Leslie E →Ferguson T Ritson →