Vault-13

CBRE GBL REAL ESTATE INC FD

COM · CUSIP 12504G100

119 institutional holders -16 vs Q4 2024
35,783,38835.8m shares reported held*
$184.8mreported value*
11 new 50 added 25 reduced 25 sold out net bought ≈ $5.1m (+996.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.16.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 119Q4 22: 126Q1 23: 124Q2 23: 137Q3 23: 126Q4 23: 134Q1 24: 122Q2 24: 114Q3 24: 108Q4 24: 135Q1 25: 119119Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022119
Q4 2022126
Q1 2023124
Q2 2023137
Q3 2023126
Q4 2023134
Q1 2024122
Q2 2024114
Q3 2024108
Q4 2024135
Q1 2025119

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 88 bought or addedQ2 23: 43 cut or sold outQ3 23: 50 bought or addedQ3 23: 65 cut or sold outQ3 23Q4 23: 52 bought or addedQ4 23: 67 cut or sold outQ1 24: 61 bought or addedQ1 24: 63 cut or sold outQ1 24Q2 24: 43 bought or addedQ2 24: 61 cut or sold outQ3 24: 45 bought or addedQ3 24: 54 cut or sold outQ3 24Q4 24: 62 bought or addedQ4 24: 48 cut or sold outQ1 25: 61 bought or addedQ1 25: 50 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20238843
Q3 20235065
Q4 20235267
Q1 20246163
Q2 20244361
Q3 20244554
Q4 20246248
Q1 20256150

Biggest buyers

FLAGSHIP HARBOR ADVISORS, LLC Added +643,929+643.9k
MORGAN STANLEY Added +484,891+484.9k
NWF Advisory Services Inc. New +276,100+276.1k
J.W. COLE ADVISORS, INC. Added +193,077+193.1k
WELLS FARGO & COMPANY/MN Added +189,682+189.7k
Penserra Capital Management LLC Added +158,349+158.3k
UBS Group AG Added +107,730+107.7k
LPL Financial LLC Added +69,744+69.7k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Added +56,612+56.6k
ROYAL BANK OF CANADA Added +55,324+55.3k

Biggest sellers

Marex Group Ltd Sold out -232,543-232.5k
Advisors Asset Management, Inc. Reduced -195,862-195.9k
Shaker Financial Services, LLC Sold out -166,795-166.8k
JANE STREET GROUP, LLC Sold out -153,760-153.8k
BANK OF AMERICA CORP /DE/ Reduced -151,712-151.7k
SFI Advisors, LLC Sold out -118,763-118.8k
READYSTATE ASSET MANAGEMENT LP Sold out -110,361-110.4k
WOLVERINE ASSET MANAGEMENT LLC Sold out -105,386-105.4k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -91,609-91.6k
Sanctuary Advisors, LLC Reduced -69,027-69.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: MORGAN STANLEY (3.8%, 2026-08-12)

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11,496,23511.5m $59.3m $59.3m 0.00% Added +484.9k +484,891
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 5,351,6715.4m $27.6m $27.6m 0.01% Added +107.7k +107,730
3 Penserra Capital Management LLC 0.33% of their portfolio ORINDA, CA 3,587,3073.6m $18.5m $18.5m 0.33% Added +158.3k +158,349
4 FLAGSHIP HARBOR ADVISORS, LLC 0.50% of their portfolio BOSTON, MA 1,854,2821.9m $9.6m $9.6m 0.50% Added +643.9k +643,929
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,842,6481.8m $9.5m $9.5m 0.00% Reduced -151.7k -151,712
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,539,4631.5m $7.9m $7.9m 0.00% Added +189.7k +189,682
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 897,855897.9k $4.6m $4.6m 0.00% Added +41.4k +41,369
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 848,820848.8k $4.4m $4.4m 0.00% Added +69.7k +69,744
9 Pacific Wealth Strategies Group, Inc. 2.71% of their portfolio SANTA BARBARA, CA 706,141706.1k $3.6m $3.6m 2.71% Added +11.8k +11,800
10 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 535,455535.5k $2.8m $2.8m 0.02% Reduced -69.0k -69,027
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 486,408486.4k $2.5m $2.5m 0.01% Reduced -22.2k -22,211
12 J.W. COLE ADVISORS, INC. 0.07% of their portfolio TAMPA, FL 419,972420.0k $2.2m $2.2m 0.07% Added +193.1k +193,077
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 365,245365.2k $1.9m $1.9m 0.00% Added +55.3k +55,324
14 WealthTrust Axiom LLC 0.55% of their portfolio WAYNE, PA 352,192352.2k $1.8m $1.8m 0.55% Added +14.2k +14,211
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 346,267346.3k $1.8m $1.8m 0.00% Added +36.6k +36,628
16 Advisors Asset Management, Inc. 0.03% of their portfolio Monument, CO 310,217310.2k $1.6m $1.6m 0.03% Reduced -195.9k -195,862
17 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.39% of their portfolio LEAWOOD, KS 283,880283.9k $1.5m $1.5m 0.39% Added +56.6k +56,612
18 NWF Advisory Services Inc. 0.20% of their portfolio Los Angeles, CA 276,100276.1k $1.4m $1.4m 0.20% New
19 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.33% of their portfolio MINNEAPOLIS, MN 268,674268.7k $1.4m $1.4m 0.33% Added +18.4k +18,413
20 ROMAN BUTLER FULLERTON & CO 0.47% of their portfolio ST LOUIS, MO 254,532254.5k $1.2m $1.2m 0.47% Added +8.3k +8,307
21 CENTAURUS FINANCIAL, INC. 0.08% of their portfolio ANAHEIM, CA 241,121241.1k $1.2m $1.2m 0.08% Added +51.6k +51,568
22 Cooper Financial Group 0.16% of their portfolio IRVINE, CA 228,912228.9k $1.2m $1.2m 0.16% Added +7.4k +7,368
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 220,806220.8k $1.1m $1.1m 0.00% Added +29.8k +29,802
24 Investment Partners Asset Management, Inc. 0.70% of their portfolio METUCHEN, NJ 173,392173.4k $894.7k $894.7k 0.70% Reduced -16.2k -16,229
25 180 WEALTH ADVISORS, LLC 0.14% of their portfolio FEDERAL WAY, WA 166,071166.1k $853.6k $853.6k 0.14% Added +8.9k +8,900
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 155,434155.4k $802.0k $802.0k 0.00% Reduced -8.0k -8,043
27 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 149,122149.1k $769.5k $769.5k 0.00% Added +24.3k +24,316
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 132,723132.7k $685.0k $685.0k 0.00% Reduced -8.4k -8,375
29 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 101,489101.5k $523.7k $523.7k 0.02% Added +1.2k +1,171
30 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 98,43498.4k $507.9k $507.9k 0.02% Added +147 +147
31 Stolper Co 0.17% of their portfolio TULSA, OK 97,79197.8k $505.0k $505.0k 0.17% Added +1.2k +1,193
32 Samalin Investment Counsel, LLC 0.18% of their portfolio CHAPPAQUA, NY 88,24388.2k $455.3k $455.3k 0.18% Added +4.6k +4,608
33 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 84,98185.0k $438.5k $438.5k 0.01% Added +7.1k +7,084
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 82,44882.4k $425.4k $425.4k 0.00% Reduced -4.0k -3,993
35 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 71,34271.3k $368.1k $368.1k 0.02% Reduced -831 -831
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 67,54767.5k $348.5k $348.5k 0.00% Added +2.2k +2,219
37 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 66,45266.5k $342.9k $342.9k 0.00% Added +29.9k +29,941
38 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 65,77865.8k $339.4k $339.4k 0.00% Added +28.8k +28,778
39 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 58,85258.9k $303.7k $303.7k 0.00% Added +38.6k +38,621
40 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 54,99955.0k $283.8k $283.8k 0.02% Added +6.2k +6,200
41 Live Oak Private Wealth LLC 0.05% of their portfolio WILMINGTON, NC 54,88454.9k $283.2k $283.2k 0.05% Unchanged
42 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 54,14354.1k $279.0k $279.0k 0.00% Reduced -21 -21
43 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 53,75053.8k $277.4k $277.4k 0.00% New
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 52,95253.0k $273.0k $273.0k 0.00% Added +2.1k +2,084
45 Alteri Wealth LLC 0.11% of their portfolio WESTLAKE VILLAGE, CA 49,32749.3k $254.5k $254.5k 0.11% Added +950 +950
46 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 47,58847.6k $246.0k $246.0k 0.00% Reduced -5.0k -4,959
47 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 46,76846.8k $517.9k $517.9k 0.01% Added +39.7k +39,665
48 Elequin Capital, LP 0.05% of their portfolio NEW YORK, NY 46,66846.7k $240.8k $240.8k 0.05% Added +33.6k +33,582
49 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 46,46246.5k $239.7k $239.7k 0.00% Added +10.0k +10,000
50 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 45,07445.1k $232.6k $232.6k 0.00% Added +6.1k +6,096
51 QUATTRO FINANCIAL ADVISORS LLC 0.07% of their portfolio The Woodlands, TX 40,29140.3k $207.9k $207.9k 0.07% Unchanged
52 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 39,29139.3k $202.7k $202.7k 0.02% Added +28.0k +28,036
53 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 35,24935.2k $181.9k $181.9k 0.00% Unchanged
54 COMERICA BANK 0.00% of their portfolio DALLAS, TX 34,79134.8k $179.5k $179.5k 0.00% Reduced -50.9k -50,873
55 GFS Advisors, LLC 0.03% of their portfolio HOUSTON, TX 30,80030.8k $159.0k $159.0k 0.03% New
56 AMERIFLEX GROUP, INC. 0.06% of their portfolio LAS VEGAS, NV 28,60028.6k $147.6k $147.6k 0.06% Reduced -1.5k -1,500
57 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 26,68626.7k $137.7k $137.7k 0.01% New
58 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 26,41926.4k $136.3k $136.3k 0.00% New
59 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 25,58225.6k $132.0k $132.0k 0.00% Reduced -27.9k -27,915
60 BURNEY CO/ 0.00% of their portfolio RESTON, VA 24,64924.6k $127.2k $127.2k 0.00% Unchanged
61 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 24,60024.6k $126.9k $126.9k 0.00% Unchanged
62 LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio DALLAS, TX 22,48022.5k $116.0k $116.0k 0.00% Unchanged
63 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 21,93421.9k $113.2k $113.2k 0.00% Added +934 +934
64 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 21,44221.4k $110.6k $110.6k 0.00% New
65 B. Riley Wealth Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 20,94920.9k $108.1k $108.1k 0.00% Added +135 +135
66 Sigma Planning Corp 0.00% of their portfolio ANN ARBOR, MI 19,60319.6k $101.2k $101.2k 0.00% Added +805 +805
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 19,09019.1k $98.5k $98.5k 0.00% Reduced -23 -23
68 Occidental Asset Management, LLC 0.01% of their portfolio Burlingame, CA 17,88617.9k $92.3k $92.3k 0.01% Reduced -525 -525
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 17,43917.4k $90.0k $90.0k 0.00% Added +6.4k +6,358
70 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 17,37317.4k $89.6k $89.6k 0.00% Reduced -2.7k -2,722
71 ALTERNA WEALTH MANAGEMENT, INC 0.07% of their portfolio HOUSTON, TX 17,20617.2k $88.8k $88.8k 0.07% Reduced -3.0k -2,964
72 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 16,68016.7k $86.1k $86.1k 0.00% Reduced -4.6k -4,631
73 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 16,40316.4k $84.6k $84.6k 0.00% Added +1 +1
74 Nova Wealth Management, Inc. 0.03% of their portfolio BONITA SPRINGS, FL 15,79415.8k $78.7k $78.7k 0.03% Added +7.9k +7,897
75 Fiduciary Group, LLC 0.01% of their portfolio SAVANNAH, GA 14,98015.0k $77.3k $77.3k 0.01% Unchanged
76 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,95315.0k $77.2k $77.2k 0.00% Unchanged
77 Holistic Financial Partners 0.04% of their portfolio INDIANAPOLIS, IN 14,44014.4k $74.5k $74.5k 0.04% Unchanged
78 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 14,43614.4k $74.5k $74.5k 0.01% Unchanged
79 Good Life Advisors, LLC 0.01% of their portfolio READING, PA 14,24214.2k $73.5k $73.5k 0.01% Unchanged
80 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 14,02514.0k $72.4k $72.4k 0.00% Reduced -618 -618
81 One Capital Management, LLC 0.00% of their portfolio WESTLAKE VILLAGE, CA 13,55213.6k $69.9k $69.9k 0.00% Reduced -830 -830
82 Leo Wealth, LLC 0.01% of their portfolio HURST, TX 13,49513.5k $69.6k $69.6k 0.01% Added +458 +458
83 Clear Creek Financial Management, LLC 0.01% of their portfolio SILVERDALE, WA 13,00013.0k $67.1k $67.1k 0.01% Unchanged
84 LEAVELL INVESTMENT MANAGEMENT, INC. 0.00% of their portfolio MOBILE, AL 12,50012.5k $64.5k $64.5k 0.00% Unchanged
85 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 12,30612.3k $63.5k $63.5k 0.01% Reduced -3.1k -3,086
86 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 12,13812.1k $62.6k $62.6k 0.00% Reduced -58 -58
87 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 10,61010.6k $52.6k $52.6k 0.00% New
88 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 10,55110.6k $54.4k $54.4k 0.00% Reduced -6.9k -6,880
89 WPG Advisers, LLC 0.05% of their portfolio BALTIMORE, MD 10,48110.5k $54.1k $54.1k 0.05% Added +52 +52
90 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 10,44710.4k $53.9k $53.9k 0.00% Unchanged
91 Centurion Wealth Management LLC 0.02% of their portfolio Mclean, VA 10,29510.3k $49.5k $49.5k 0.02% Unchanged
92 Future Financial Wealth Managment LLC 0.04% of their portfolio CINCINNATI, OH 10,00010.0k $51.6k $51.6k 0.04% Unchanged
93 Medallion Wealth Advisors, LLC 0.02% of their portfolio FARMINGTON, CT 8,3608.4k $43.1k $43.1k 0.02% Unchanged
94 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6,0006.0k $31.0k $31.0k 0.00% Added +1.0k +1,000
95 ATTICUS WEALTH MANAGEMENT, LLC 0.01% of their portfolio Palm Beach Gardens, FL 5,2045.2k $26.9k $26.9k 0.01% Reduced -4.2k -4,205
96 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,6213.6k $19.0k $19.0k 0.00% Unchanged
97 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 3,3643.4k $17.3k $17.3k 0.00% Added +1.6k +1,577
98 Blume Capital Management, Inc. 0.00% of their portfolio BERKELEY, CA 3,0003.0k $15.5k $15.5k 0.00% Unchanged
99 Evelyn Partners Asset Management Ltd 0.00% of their portfolio London, X0 2,8232.8k $14.6k $14.6k 0.00% Unchanged
100 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio BELLEVUE, WA 2,3162.3k $12.0k $12.0k 0.00% New