Vault-13

CBRE GBL REAL ESTATE INC FD

COM · CUSIP 12504G100

124 institutional holders -8 vs Q4 2025
35,440,13235.4m shares reported held*
$156.0mreported value*
13 new 43 added 36 reduced 19 sold out net sold ≈ $4.3m (-988.9k 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 ($135.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.40.

Trends to Q1 2026

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: 117Q3 25: 116Q4 25: 132Q1 26: 124124Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025116
Q4 2025132
Q1 2026124

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 52 bought or addedQ2 25: 43 cut or sold outQ3 25: 57 bought or addedQ3 25: 50 cut or sold outQ3 25Q4 25: 61 bought or addedQ4 25: 51 cut or sold outQ1 26: 56 bought or addedQ1 26: 55 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244361
Q3 20244554
Q4 20246248
Q1 20256150
Q2 20255243
Q3 20255750
Q4 20256151
Q1 20265655

Biggest buyers

Penserra Capital Management LLC New +4,120,579+4.1m
WELLS FARGO & COMPANY/MN Added +659,947+659.9k
ROYAL BANK OF CANADA Added +256,993+257.0k
FLAGSHIP HARBOR ADVISORS, LLC Added +252,781+252.8k
Sanctuary Advisors, LLC Added +116,157+116.2k
Tennessee Valley Asset Management Partners Added +70,653+70.7k
FIFTH THIRD BANCORP Added +66,158+66.2k
RAYMOND JAMES FINANCIAL INC Added +37,567+37.6k
AMERIPRISE FINANCIAL INC Added +36,012+36.0k
ACCREDITED INVESTOR SERVICES, LLC New +32,431+32.4k

Biggest sellers

ABSOLUTE INVESTMENT ADVISERS, LLC Sold out -1,333,225-1.3m
READYSTATE ASSET MANAGEMENT LP Reduced -1,270,451-1.3m
MORGAN STANLEY Reduced -897,270-897.3k
WOLVERINE ASSET MANAGEMENT LLC Sold out -537,473-537.5k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -448,019-448.0k
Quarry LP Sold out -445,498-445.5k
J.W. COLE ADVISORS, INC. Sold out -431,008-431.0k
JANE STREET GROUP, LLC Sold out -399,602-399.6k
BANK OF AMERICA CORP /DE/ Reduced -277,375-277.4k
MILLENNIUM MANAGEMENT LLC Sold out -165,224-165.2k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,860,3748.9m $38.9m $38.9m 0.00% Reduced -897.3k -897,270
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,650,9915.7m $24.8m $24.8m 0.00% Reduced -164.0k -163,994
3 Penserra Capital Management LLC 0.21% of their portfolio ORINDA, CA 4,120,5794.1m $18.1m $18.1m 0.21% New
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,905,9912.9m $12.8m $12.8m 0.00% Added +659.9k +659,947
5 FLAGSHIP HARBOR ADVISORS, LLC 0.43% of their portfolio BOSTON, MA 2,234,3532.2m $9.8m $9.8m 0.43% Added +252.8k +252,781
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,789,8471.8m $7.9m $7.9m 0.00% Reduced -277.4k -277,375
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 1,275,2641.3m $5.6m $5.6m 0.00% Added +36.0k +36,012
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,133,6501.1m $5.0m $5.0m 0.00% Added +21.7k +21,716
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 814,725814.7k $3.6m $3.6m 0.00% Added +257.0k +256,993
10 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 768,673768.7k $3.4m $3.4m 0.02% Added +116.2k +116,157
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 406,489406.5k $1.8m $1.8m 0.00% Added +30.3k +30,256
12 WealthTrust Axiom LLC 0.39% of their portfolio WAYNE, PA 356,578356.6k $1.6m $1.6m 0.39% Added +26.3k +26,340
13 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.31% of their portfolio MINNEAPOLIS, MN 344,166344.2k $1.5m $1.5m 0.31% Added +26.1k +26,086
14 ROMAN BUTLER FULLERTON & CO 0.35% of their portfolio ST LOUIS, MO 276,840276.8k $1.3m $1.3m 0.35% Added +5.3k +5,282
15 Tennessee Valley Asset Management Partners 0.15% of their portfolio KNOXVILLE, TN 262,652262.7k $1.2m $1.2m 0.15% Added +70.7k +70,653
16 Cooper Financial Group 0.12% of their portfolio IRVINE, CA 261,404261.4k $1.1m $1.1m 0.12% Added +9.8k +9,777
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 230,262230.3k $1.0m $1.0m 0.00% Added +1.5k +1,510
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 226,645226.6k $995.0k $995.0k 0.00% Added +37.6k +37,567
19 180 WEALTH ADVISORS, LLC 0.11% of their portfolio FEDERAL WAY, WA 220,375220.4k $967.4k $967.4k 0.11% Added +21.5k +21,518
20 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 212,689212.7k $933.7k $933.7k 0.01% Reduced -2.7k -2,695
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 169,917169.9k $745.9k $745.9k 0.00% Reduced -21.2k -21,154
22 Rayburn West Financial Services LLC 0.42% of their portfolio NASHVILLE, TN 161,570161.6k $709.3k $709.3k 0.42% Added +7.0k +7,000
23 Investment Partners Asset Management, Inc. 0.41% of their portfolio METUCHEN, NJ 152,845152.8k $671.0k $671.0k 0.41% Reduced -32.8k -32,758
24 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 151,507151.5k $665.1k $665.1k 0.00% Reduced -31.0k -31,039
25 Mariner, LLC 0.00% of their portfolio Overland Park, KS 126,573126.6k $550.7k $550.7k 0.00% Reduced -9.8k -9,792
26 READYSTATE ASSET MANAGEMENT LP 0.03% of their portfolio CHICAGO, IL 102,908102.9k $451.8k $451.8k 0.03% Reduced -1.3m -1,270,451
27 Samalin Investment Counsel, LLC 0.15% of their portfolio CHAPPAQUA, NY 96,08696.1k $421.8k $421.8k 0.15% Added +6.4k +6,425
28 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 92,97893.0k $408.2k $408.2k 0.01% Unchanged
29 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 82,30082.3k $361.3k $361.3k 0.04% Added +20.0k +20,000
30 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 75,03475.0k $329.4k $329.4k 0.01% Reduced -1.9k -1,894
31 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 73,40573.4k $322.2k $322.2k 0.01% Reduced -1.5k -1,476
32 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 71,20671.2k $312.6k $312.6k 0.00% Reduced -7.5k -7,521
33 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 69,15869.2k $303.6k $303.6k 0.00% Added +66.2k +66,158
34 Virtu Financial LLC 0.01% of their portfolio New York, NY 68,93068.9k $303.0k $303.0k 0.01% Added +31.7k +31,688
35 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 61,68361.7k $271.0k $271.0k 0.00% Added +1.7k +1,676
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 60,35860.4k $267.4k $267.4k 0.00% Added +2.5k +2,523
37 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 57,05557.1k $250.5k $250.5k 0.00% Reduced -22.2k -22,165
38 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 56,18456.2k $246.6k $246.6k 0.00% Reduced -12.3k -12,341
39 Live Oak Private Wealth LLC 0.03% of their portfolio WILMINGTON, NC 54,88454.9k $240.9k $240.9k 0.03% Unchanged
40 Sunpointe, LLC 0.08% of their portfolio ST. LOUIS, MO 52,57552.6k $230.8k $230.8k 0.08% Reduced -14.5k -14,500
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 50,15850.2k $220.0k $220.0k 0.00% Reduced -2.6k -2,643
42 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 50,15450.2k $220.2k $220.2k 0.01% Reduced -448.0k -448,019
43 Z3 Capital Partners, LLC 0.06% of their portfolio RICHMOND, VA 50,08550.1k $219.9k $219.9k 0.06% Unchanged
44 Alteri Wealth LLC 0.06% of their portfolio WESTLAKE VILLAGE, CA 44,71744.7k $196.3k $196.3k 0.06% Added +9.2k +9,229
45 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 44,03044.0k $193.3k $193.3k 0.02% Reduced -2.1k -2,111
46 ECLECTIC ASSOCIATES INC /ADV 0.02% of their portfolio FULLERTON, CA 41,69841.7k $183.1k $183.1k 0.02% Added +17.7k +17,679
47 QUATTRO FINANCIAL ADVISORS LLC 0.05% of their portfolio The Woodlands, TX 40,29140.3k $176.9k $176.9k 0.05% Unchanged
48 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 39,09739.1k $171.6k $171.6k 0.00% Reduced -77 -77
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 37,56137.6k $164.9k $164.9k 0.00% Reduced -6.2k -6,231
50 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 35,24935.2k $154.7k $154.7k 0.00% Reduced -1.4k -1,422
51 ACCREDITED INVESTOR SERVICES, LLC 0.09% of their portfolio ST. CLOUD, MN 32,43132.4k $142.4k $142.4k 0.09% New
52 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 30,93830.9k $135.8k $135.8k 0.00% Reduced -6.2k -6,200
53 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 30,93830.9k $135.8k $135.8k 0.00% Reduced -6.2k -6,200
54 LEAVELL INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MOBILE, AL 29,50029.5k $129.5k $129.5k 0.01% Added +4.0k +4,000
55 Integrity Wealth Partners, LLC 0.12% of their portfolio WALNUT CREEK, CA 29,38629.4k $129.0k $129.0k 0.12% First filing
56 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 29,13129.1k $127.9k $127.9k 0.00% New
57 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 28,69428.7k $126.0k $126.0k 0.00% Reduced -5.5k -5,498
58 Indivisible Partners 0.01% of their portfolio CLEARWATER, FL 26,74426.7k $117.4k $117.4k 0.01% Added +14.6k +14,600
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,32125.3k $111.2k $111.2k 0.00% New
60 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,58724.6k $107.9k $107.9k 0.00% Added +5.0k +5,029
61 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 22,39722.4k $98.3k $98.3k 0.00% Added +11.5k +11,514
62 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,09021.1k $92.2k $92.2k 0.00% Reduced -20.9k -20,910
63 Sigma Planning Corp 0.00% of their portfolio ANN ARBOR, MI 20,04120.0k $88.0k $88.0k 0.00% Added +121 +121
64 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,95719.0k $83.2k $83.2k 0.00% Unchanged
65 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 18,50018.5k $81.2k $81.2k 0.00% Reduced -468 -468
66 DECISION INVESTMENTS, INC 0.09% of their portfolio SAN DIEGO, CA 17,72017.7k $77.8k $77.8k 0.09% Reduced -2.2k -2,200
67 BURNEY CO/ 0.00% of their portfolio RESTON, VA 17,63917.6k $77.4k $77.4k 0.00% Unchanged
68 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 17,24517.2k $75.7k $75.7k 0.00% Reduced -700 -700
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 17,07217.1k $74.9k $74.9k 0.00% Added +2.5k +2,450
70 Fiduciary Group, LLC 0.01% of their portfolio SAVANNAH, GA 15,95316.0k $70.0k $70.0k 0.01% Unchanged
71 Kovack Advisors, Inc. 0.00% of their portfolio FT. LAUDERDALE, FL 15,32415.3k $67.3k $67.3k 0.00% Added +209 +209
72 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 15,27815.3k $67.1k $67.1k 0.00% New
73 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 15,13815.1k $66.5k $66.5k 0.01% Reduced -5.7k -5,687
74 One Capital Management, LLC 0.00% of their portfolio WESTLAKE VILLAGE, CA 14,64214.6k $64.3k $64.3k 0.00% Unchanged
75 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 14,50014.5k $63.7k $63.7k 0.00% Unchanged
76 Integrity Advisory Solutions, LLC 0.01% of their portfolio DALLAS, TX 14,48314.5k $63.6k $63.6k 0.01% Added +1.6k +1,617
77 Holistic Financial Partners 0.02% of their portfolio INDIANAPOLIS, IN 14,44014.4k $63.4k $63.4k 0.02% Unchanged
78 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.00% of their portfolio CEDAR RAPIDS, IA 14,41114.4k $63.3k $63.3k 0.00% Unchanged
79 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,34214.3k $63.0k $63.0k 0.00% Reduced -4.4k -4,395
80 Occidental Asset Management, LLC 0.01% of their portfolio Burlingame, CA 13,82413.8k $60.7k $60.7k 0.01% Reduced -2.9k -2,947
81 AMERIFLEX GROUP, INC. 0.03% of their portfolio LAS VEGAS, NV 13,70013.7k $60.1k $60.1k 0.03% Unchanged
82 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 13,08713.1k $57.5k $57.5k 0.00% New
83 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 13,07313.1k $57.4k $57.4k 0.00% Added +321 +321
84 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 12,00912.0k $52.7k $52.7k 0.00% New
85 Sowell Financial Services LLC 0.00% of their portfolio NORTH LITTLE ROCK, AR 11,99812.0k $52.7k $52.7k 0.00% Added +224 +224
86 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,66111.7k $51.2k $51.2k 0.00% Reduced -2.2k -2,191
87 Fifth Third Wealth Advisors LLC 0.00% of their portfolio Cincinnati, OH 10,79110.8k $47.4k $47.4k 0.00% Unchanged
88 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,51710.5k $46.2k $46.2k 0.00% New
89 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 10,44710.4k $44.3k $44.3k 0.00% Unchanged
90 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 10,39610.4k $45.6k $45.6k 0.00% Added +282 +282
91 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,36910.4k $45.5k $45.5k 0.00% Added +3.8k +3,758
92 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 10,27810.3k $45.1k $45.1k 0.00% Unchanged
93 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,15410.2k $44.6k $44.6k 0.00% Reduced -61.7k -61,705
94 Future Financial Wealth Managment LLC 0.03% of their portfolio CINCINNATI, OH 10,00010.0k $47.6k $47.6k 0.03% Unchanged
95 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 8,3608.4k $36.7k $36.7k 0.01% Unchanged
96 GFS Advisors, LLC 0.03% of their portfolio HOUSTON, TX 6,7696.8k $424.3k $424.3k 0.03% New
97 WPG Advisers, LLC 0.02% of their portfolio BALTIMORE, MD 6,7096.7k $29.5k $29.5k 0.02% Reduced -964 -964
98 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6,0846.1k $26.7k $26.7k 0.00% Added +84 +84
99 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,0345.0k $22.1k $22.1k 0.00% Reduced -200 -200
100 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 4,8804.9k $21.4k $21.4k 0.00% Added +3.9k +3,880