$IGR

$10.80 +$0.02 (0.19%) Close

$IGR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 50.6M shares outstanding

Who owns IGR?

By type of holder

Institutions 72.5% Insiders 0.0% Everyone else 27.5%

Concentration Top 10 holders own 60.1%

Morgan Stanley 19.3% · UBS Group AG 9.9%

Institutional ownership

72.5%

+2.4 pts vs last qtr

Institutional holders

123

-2 vs last qtr

Net shares bought

+1.2M

by institutions in Q2 2026

New / sold out

17 / 19

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Morgan Stanley +922.3K
J.W. Cole Advisors, Inc. NEW +423.8K

Biggest sellers in Q2 2026

UBS Group AG −646.3K
Wells Fargo & Company/mn −212.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for CBRE Global Real Estate Income Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for CBRE Global Real Estate Income Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years75% 3–5 years3% 1–3 years6% Under 1 year16%

Quarterly turnover

5.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting IGR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	9.8M	19.34%	+922.3K (+10.4%)	≤2021	0.0%
Shares held by quarter Peak holding11.5M (Q3'24) Change over 8 quarters−1.7M Share of the company19.340% Morgan Stanley's full portfolio →
UG UBS Group AG	5.0M	9.89%	−646.3K (−11.4%)	≤2021	0.0%
Shares held by quarter Peak holding5.8M (Q4'25) Change over 8 quarters−185.8K Share of the company9.890% UBS Group AG's full portfolio →

Morgan Stanley

9.8M

% of company

19.34%

Change vs last qtr

+922.3K (+10.4%)

Held since

≤2021

UBS Group AG

5.0M

% of company

9.89%

Change vs last qtr

−646.3K (−11.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding CBRE Global Real Estate Income Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IGR on Form N-PORT; together they hold 8.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AC Amplify CEF High Income ETF Amplify ETF Trust	$19.7M	4.3M	8.43%	2.73%	June 30, 2026
MC Modern Capital Tactical Income Fund Modern Capital Funds Trust	$886K	192.2K	0.38%	1.31%	June 30, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$19.7M

% of company

8.43%

% of the fund

2.73%

As of

June 30, 2026

Modern Capital Tactical Income Fund

Modern Capital Funds Trust

Position value

$886K

% of company

0.38%

% of the fund

1.31%

As of

June 30, 2026

2 more funds behind a free account

See every fund holding CBRE Global Real Estate Income Fund and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SJ Smith Joseph P Insider	500	0.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.000% Smith Joseph P's insider activity →

Smith Joseph P

Insider

500

% of company

0.00%

Change vs last qtr

—

Held since

—

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