Vault-13

CBRE GBL REAL ESTATE INC FD

COM · CUSIP 12504G100

117 institutional holders -2 vs Q1 2025
35,567,29935.6m shares reported held*
$187.8mreported value*
11 new 41 added 30 reduced 13 sold out net sold ≈ $1.2m (-222.6k 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 ≈ $5.28.

Trends to Q2 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: 119Q2 25: 117117Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 50 bought or addedQ3 23: 65 cut or sold outQ4 23: 52 bought or addedQ4 23: 67 cut or sold outQ4 23Q1 24: 61 bought or addedQ1 24: 63 cut or sold outQ2 24: 43 bought or addedQ2 24: 61 cut or sold outQ2 24Q3 24: 45 bought or addedQ3 24: 54 cut or sold outQ4 24: 62 bought or addedQ4 24: 48 cut or sold outQ4 24Q1 25: 61 bought or addedQ1 25: 50 cut or sold outQ2 25: 52 bought or addedQ2 25: 43 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235065
Q4 20235267
Q1 20246163
Q2 20244361
Q3 20244554
Q4 20246248
Q1 20256150
Q2 20255243

Biggest buyers

ROYAL BANK OF CANADA Added +594,459+594.5k
Rockefeller Capital Management L.P. Added +249,278+249.3k
Penserra Capital Management LLC Added +109,272+109.3k
LPL Financial LLC Added +94,714+94.7k
Sunpointe, LLC New +84,900+84.9k
FLAGSHIP HARBOR ADVISORS, LLC Added +61,914+61.9k
NATIONAL BANK OF CANADA /FI/ Added +52,481+52.5k
AMERIPRISE FINANCIAL INC Added +48,008+48.0k
WELLS FARGO & COMPANY/MN Added +46,310+46.3k
Sanctuary Advisors, LLC Added +40,442+40.4k

Biggest sellers

MORGAN STANLEY Reduced -1,013,604-1.0m
CENTAURUS FINANCIAL, INC. Sold out -241,121-241.1k
Advisors Asset Management, Inc. Reduced -189,081-189.1k
Pacific Wealth Strategies Group, Inc. Reduced -71,058-71.1k
TRANSCEND CAPITAL ADVISORS, LLC Sold out -54,999-55.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -52,115-52.1k
Elequin Capital, LP Sold out -46,668-46.7k
GFS Advisors, LLC Sold out -30,800-30.8k
MONETA GROUP INVESTMENT ADVISORS LLC Sold out -26,419-26.4k
HRT FINANCIAL LP Sold out -25,582-25.6k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 10,482,63110.5m $55.5m $55.5m 0.00% Reduced -1.0m -1,013,604
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 5,346,9935.3m $28.3m $28.3m 0.01% Reduced -4.7k -4,678
3 Penserra Capital Management LLC 0.27% of their portfolio ORINDA, CA 3,696,5793.7m $19.6m $19.6m 0.27% Added +109.3k +109,272
4 FLAGSHIP HARBOR ADVISORS, LLC 0.48% of their portfolio BOSTON, MA 1,916,1961.9m $10.1m $10.1m 0.48% Added +61.9k +61,914
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,845,0971.8m $9.8m $9.8m 0.00% Added +2.4k +2,449
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,585,7731.6m $8.4m $8.4m 0.00% Added +46.3k +46,310
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 959,704959.7k $5.1m $5.1m 0.00% Added +594.5k +594,459
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 945,863945.9k $5.0m $5.0m 0.00% Added +48.0k +48,008
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 943,534943.5k $5.0m $5.0m 0.00% Added +94.7k +94,714
10 Pacific Wealth Strategies Group, Inc. 2.02% of their portfolio SANTA BARBARA, CA 635,083635.1k $3.1m $3.1m 2.02% Reduced -71.1k -71,058
11 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 575,897575.9k $3.0m $3.0m 0.02% Added +40.4k +40,442
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 506,876506.9k $2.7m $2.7m 0.00% Added +20.5k +20,468
13 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 431,757431.8k $2.3m $2.3m 0.05% Added +11.8k +11,785
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 398,400398.4k $2.1m $2.1m 0.00% Added +249.3k +249,278
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 386,511386.5k $2.0m $2.0m 0.00% Added +40.2k +40,244
16 WealthTrust Axiom LLC 0.55% of their portfolio WAYNE, PA 352,815352.8k $1.9m $1.9m 0.55% Added +623 +623
17 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.38% of their portfolio LEAWOOD, KS 316,674316.7k $1.7m $1.7m 0.38% Added +32.8k +32,794
18 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.35% of their portfolio MINNEAPOLIS, MN 291,921291.9k $1.5m $1.5m 0.35% Added +23.2k +23,247
19 NWF Advisory Services Inc. 0.17% of their portfolio Los Angeles, CA 273,500273.5k $1.4m $1.4m 0.17% Reduced -2.6k -2,600
20 ROMAN BUTLER FULLERTON & CO 0.38% of their portfolio ST LOUIS, MO 257,529257.5k $1.3m $1.3m 0.38% Added +3.0k +2,997
21 Cooper Financial Group 0.15% of their portfolio IRVINE, CA 236,055236.1k $1.2m $1.2m 0.15% Added +7.1k +7,143
22 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 225,100225.1k $1.2m $1.2m 0.00% Added +4.3k +4,294
23 Investment Partners Asset Management, Inc. 0.64% of their portfolio METUCHEN, NJ 173,024173.0k $915.3k $915.3k 0.64% Reduced -368 -368
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 166,585166.6k $881.2k $881.2k 0.00% Added +11.2k +11,151
25 180 WEALTH ADVISORS, LLC 0.12% of their portfolio FEDERAL WAY, WA 165,457165.5k $875.3k $875.3k 0.12% Reduced -614 -614
26 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 121,136121.1k $640.8k $640.8k 0.01% Reduced -189.1k -189,081
27 Stolper Co 0.18% of their portfolio TULSA, OK 105,933105.9k $560.0k $560.0k 0.18% Added +8.1k +8,142
28 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 100,808100.8k $533.3k $533.3k 0.02% Reduced -681 -681
29 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 97,48997.5k $515.7k $515.7k 0.01% Reduced -945 -945
30 Samalin Investment Counsel, LLC 0.18% of their portfolio CHAPPAQUA, NY 90,11190.1k $476.7k $476.7k 0.18% Added +1.9k +1,868
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 85,41585.4k $451.8k $451.8k 0.00% Added +3.0k +2,967
32 Sunpointe, LLC 0.18% of their portfolio ST. LOUIS, MO 84,90084.9k $449.1k $449.1k 0.18% New
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 80,60880.6k $426.0k $426.0k 0.00% Reduced -52.1k -52,115
34 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 78,69078.7k $416.3k $416.3k 0.00% Added +19.8k +19,838
35 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 76,33976.3k $403.8k $403.8k 0.01% Reduced -8.6k -8,642
36 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 73,11373.1k $386.8k $386.8k 0.02% Added +1.8k +1,771
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 66,38966.4k $355.8k $355.8k 0.00% Reduced -1.2k -1,158
38 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 64,19764.2k $339.6k $339.6k 0.00% Reduced -1.6k -1,581
39 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 60,73460.7k $321.3k $321.3k 0.00% Reduced -5.7k -5,718
40 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 55,84555.8k $294.9k $294.9k 0.00% Added +52.5k +52,481
41 Live Oak Private Wealth LLC 0.04% of their portfolio WILMINGTON, NC 54,88454.9k $290.3k $290.3k 0.04% Unchanged
42 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 53,75053.8k $284.7k $284.7k 0.01% Unchanged
43 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 53,27353.3k $282.0k $282.0k 0.00% Added +321 +321
44 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 52,56352.6k $278.0k $278.0k 0.00% Reduced -1.6k -1,580
45 Alteri Wealth LLC 0.10% of their portfolio WESTLAKE VILLAGE, CA 49,32749.3k $260.9k $260.9k 0.10% Unchanged
46 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 45,07445.1k $238.4k $238.4k 0.00% Unchanged
47 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 42,60542.6k $225.4k $225.4k 0.00% Added +23.5k +23,515
48 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 42,34542.3k $224.0k $224.0k 0.02% Added +3.1k +3,054
49 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 41,40341.4k $219.0k $219.0k 0.00% Reduced -6.2k -6,185
50 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 40,68840.7k $215.2k $215.2k 0.01% Reduced -6.1k -6,080
51 QUATTRO FINANCIAL ADVISORS LLC 0.08% of their portfolio The Woodlands, TX 40,29140.3k $213.1k $213.1k 0.08% Unchanged
52 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 39,87739.9k $210.9k $210.9k 0.00% New
53 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 36,66236.7k $193.9k $193.9k 0.00% Reduced -9.8k -9,800
54 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 35,24935.2k $186.5k $186.5k 0.00% Unchanged
55 COMERICA BANK 0.00% of their portfolio DALLAS, TX 31,33931.3k $165.8k $165.8k 0.00% Reduced -3.5k -3,452
56 BURNEY CO/ 0.00% of their portfolio RESTON, VA 25,43725.4k $134.6k $134.6k 0.00% Added +788 +788
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 24,60024.6k $130.1k $130.1k 0.00% Unchanged
58 ALTERNA WEALTH MANAGEMENT, INC 0.10% of their portfolio HOUSTON, TX 22,44222.4k $118.7k $118.7k 0.10% Added +5.2k +5,236
59 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 22,28622.3k $117.9k $117.9k 0.00% First filing
60 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,23721.2k $112.3k $112.3k 0.00% New
61 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 21,09321.1k $111.6k $111.6k 0.01% Added +144 +144
62 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 20,14120.1k $106.5k $106.5k 0.00% Reduced -1.3k -1,301
63 Sigma Planning Corp 0.00% of their portfolio ANN ARBOR, MI 19,82019.8k $104.8k $104.8k 0.00% Added +217 +217
64 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 19,01019.0k $100.6k $100.6k 0.01% Added +8.4k +8,400
65 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 18,33618.3k $97.0k $97.0k 0.00% Added +1.7k +1,656
66 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 16,53816.5k $87.5k $87.5k 0.00% Reduced -835 -835
67 Fiduciary Group, LLC 0.01% of their portfolio SAVANNAH, GA 15,95316.0k $84.4k $84.4k 0.01% Added +973 +973
68 Occidental Asset Management, LLC 0.01% of their portfolio Burlingame, CA 15,84415.8k $83.8k $83.8k 0.01% Reduced -2.0k -2,042
69 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,95315.0k $79.1k $79.1k 0.00% Unchanged
70 Holistic Financial Partners 0.03% of their portfolio INDIANAPOLIS, IN 14,44014.4k $76.4k $76.4k 0.03% Unchanged
71 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 14,43614.4k $76.4k $76.4k 0.01% Unchanged
72 LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio DALLAS, TX 14,40914.4k $76.2k $76.2k 0.00% Reduced -8.1k -8,071
73 Good Life Advisors, LLC 0.00% of their portfolio READING, PA 14,18114.2k $75.0k $75.0k 0.00% Reduced -61 -61
74 Leo Wealth, LLC 0.01% of their portfolio HURST, TX 13,98114.0k $74.0k $74.0k 0.01% Added +486 +486
75 One Capital Management, LLC 0.00% of their portfolio WESTLAKE VILLAGE, CA 13,55213.6k $71.7k $71.7k 0.00% Unchanged
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 13,10413.1k $69.3k $69.3k 0.00% Reduced -4.3k -4,335
77 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 12,98213.0k $68.7k $68.7k 0.00% Reduced -1.0k -1,043
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,70012.7k $67.2k $67.2k 0.00% New
79 LEAVELL INVESTMENT MANAGEMENT, INC. 0.00% of their portfolio MOBILE, AL 12,50012.5k $66.1k $66.1k 0.00% Unchanged
80 Sowell Financial Services LLC 0.00% of their portfolio NORTH LITTLE ROCK, AR 11,79811.8k $62.4k $62.4k 0.00% Reduced -14.9k -14,888
81 Highland Financial Advisors, LLC 0.02% of their portfolio WAYNE, NJ 11,60011.6k $61.4k $61.4k 0.02% New
82 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 10,44710.4k $55.3k $55.3k 0.00% Unchanged
83 Centurion Wealth Management LLC 0.02% of their portfolio Mclean, VA 10,29510.3k $54.5k $54.5k 0.02% Unchanged
84 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 10,27810.3k $54.4k $54.4k 0.00% Reduced -273 -273
85 Future Financial Wealth Managment LLC 0.04% of their portfolio CINCINNATI, OH 10,00010.0k $52.9k $52.9k 0.04% Unchanged
86 Medallion Wealth Advisors, LLC 0.02% of their portfolio FARMINGTON, CT 8,3608.4k $44.2k $44.2k 0.02% Unchanged
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,7667.8k $41.1k $41.1k 0.00% New
88 ATTICUS WEALTH MANAGEMENT, LLC 0.01% of their portfolio Palm Beach Gardens, FL 7,3407.3k $38.8k $38.8k 0.01% Added +2.1k +2,136
89 WPG Advisers, LLC 0.03% of their portfolio BALTIMORE, MD 7,2617.3k $38.4k $38.4k 0.03% Reduced -3.2k -3,220
90 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6,0006.0k $31.7k $31.7k 0.00% Unchanged
91 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 4,2004.2k $21.7k $21.7k 0.01% Reduced -24.4k -24,400
92 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,6213.6k $19.0k $19.0k 0.00% Unchanged
93 Blume Capital Management, Inc. 0.00% of their portfolio BERKELEY, CA 3,0003.0k $15.9k $15.9k 0.00% Unchanged
94 Evelyn Partners Asset Management Ltd 0.00% of their portfolio London, X0 2,8232.8k $14.9k $14.9k 0.00% Unchanged
95 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 2,7502.8k $14.5k $14.5k 0.00% New
96 Aventura Private Wealth, LLC 0.01% of their portfolio AVENTURA, FL 2,2082.2k $11.7k $11.7k 0.01% Unchanged
97 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,1532.2k $11.4k $11.4k 0.00% Unchanged
98 Kozak & Associates, Inc. 0.00% of their portfolio HIGHLANDS RANCH, CO 1,9311.9k $10.2k $10.2k 0.00% New
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,8091.8k $9.6k $9.6k 0.00% Added +1.8k +1,752
100 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,5761.6k $8.3k $8.3k 0.00% Added +738 +738