Vault-13

CBRE GBL REAL ESTATE INC FD

COM · CUSIP 12504G100

123 institutional holders -1 vs Q1 2026
36,705,49736.7m shares reported held*
$188.1mreported value*
16 new 41 added 28 reduced 16 sold out net bought ≈ $5.7m (+1.2m 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 ($176.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.12.

Trends to Q2 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: 124Q2 26: 123123Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026123

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 57 bought or addedQ3 25: 50 cut or sold outQ4 25: 61 bought or addedQ4 25: 51 cut or sold outQ4 25Q1 26: 56 bought or addedQ1 26: 55 cut or sold outQ2 26: 57 bought or addedQ2 26: 44 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244554
Q4 20246248
Q1 20256150
Q2 20255243
Q3 20255750
Q4 20256151
Q1 20265655
Q2 20265744

Biggest buyers

MORGAN STANLEY Added +922,251+922.3k
J.W. COLE ADVISORS, INC. New +423,798+423.8k
BANK OF AMERICA CORP /DE/ Added +287,903+287.9k
Penserra Capital Management LLC Added +163,550+163.6k
Vinva Investment Management Ltd New +143,491+143.5k
ROYAL BANK OF CANADA Added +111,823+111.8k
FLAGSHIP HARBOR ADVISORS, LLC Added +92,847+92.8k
Cambridge Investment Research Advisors, Inc. Added +69,047+69.0k
Sanctuary Advisors, LLC Added +51,820+51.8k
LPL Financial LLC Added +45,061+45.1k

Biggest sellers

UBS Group AG Reduced -646,321-646.3k
WELLS FARGO & COMPANY/MN Reduced -212,673-212.7k
Virtu Financial LLC Sold out -68,930-68.9k
READYSTATE ASSET MANAGEMENT LP Reduced -63,291-63.3k
XTX Topco Ltd Sold out -57,055-57.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -50,154-50.2k
EP Wealth Advisors, LLC Sold out -35,249-35.2k
STIFEL FINANCIAL CORP Reduced -33,055-33.1k
Balyasny Asset Management L.P. Sold out -29,131-29.1k
Corient Private Wealth LP Sold out -21,090-21.1k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9,782,6259.8m $45.1m $45.1m 0.00% Added +922.3k +922,251
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,004,6705.0m $23.1m $23.1m 0.00% Reduced -646.3k -646,321
3 Penserra Capital Management LLC 0.15% of their portfolio ORINDA, CA 4,284,1294.3m $19.7m $19.7m 0.15% Added +163.6k +163,550
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,693,3182.7m $12.4m $12.4m 0.00% Reduced -212.7k -212,673
5 FLAGSHIP HARBOR ADVISORS, LLC 0.41% of their portfolio BOSTON, MA 2,327,2002.3m $10.7m $10.7m 0.41% Added +92.8k +92,847
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,077,7502.1m $9.6m $9.6m 0.00% Added +287.9k +287,903
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 1,314,8471.3m $6.1m $6.1m 0.00% Added +39.6k +39,583
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,178,7111.2m $5.4m $5.4m 0.00% Added +45.1k +45,061
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 926,548926.5k $4.3m $4.3m 0.00% Added +111.8k +111,823
10 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 820,493820.5k $3.8m $3.8m 0.02% Added +51.8k +51,820
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 431,249431.2k $2.0m $2.0m 0.00% Added +24.8k +24,760
12 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 423,798423.8k $2.0m $2.0m 0.03% New
13 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.32% of their portfolio MINNEAPOLIS, MN 366,558366.6k $1.7m $1.7m 0.32% Added +22.4k +22,392
14 WealthTrust Axiom LLC 0.35% of their portfolio WAYNE, PA 343,116343.1k $1.6m $1.6m 0.35% Reduced -13.5k -13,462
15 ROMAN BUTLER FULLERTON & CO 0.31% of their portfolio ST LOUIS, MO 282,804282.8k $1.3m $1.3m 0.31% Added +6.0k +5,964
16 Cooper Financial Group 0.10% of their portfolio IRVINE, CA 265,530265.5k $1.2m $1.2m 0.10% Added +4.1k +4,126
17 Tennessee Valley Asset Management Partners 0.13% of their portfolio KNOXVILLE, TN 261,160261.2k $1.2m $1.2m 0.13% Reduced -1.5k -1,492
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 260,320260.3k $1.2m $1.2m 0.00% Added +33.7k +33,675
19 180 WEALTH ADVISORS, LLC 0.11% of their portfolio FEDERAL WAY, WA 233,826233.8k $1.1m $1.1m 0.11% Added +13.5k +13,451
20 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 213,632213.6k $984.8k $984.8k 0.01% Added +943 +943
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 209,824209.8k $967.3k $967.3k 0.00% Reduced -20.4k -20,438
22 Rayburn West Financial Services LLC 0.41% of their portfolio NASHVILLE, TN 161,570161.6k $744.8k $744.8k 0.41% Unchanged
23 Investment Partners Asset Management, Inc. 0.39% of their portfolio METUCHEN, NJ 152,524152.5k $703.1k $703.1k 0.39% Reduced -321 -321
24 Vinva Investment Management Ltd 0.13% of their portfolio SYDNEY, C3 143,491143.5k $19.5m $19.5m 0.13% New
25 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 137,621137.6k $634.4k $634.4k 0.00% Reduced -13.9k -13,886
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 136,862136.9k $630.9k $630.9k 0.00% Reduced -33.1k -33,055
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 130,730130.7k $602.0k $602.0k 0.00% Added +69.0k +69,047
28 Mariner, LLC 0.00% of their portfolio Overland Park, KS 125,153125.2k $577.0k $577.0k 0.00% Reduced -1.4k -1,420
29 Samalin Investment Counsel, LLC 0.14% of their portfolio CHAPPAQUA, NY 98,21498.2k $452.8k $452.8k 0.14% Added +2.1k +2,128
30 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 88,37888.4k $407.4k $407.4k 0.01% Reduced -4.6k -4,600
31 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 71,44671.4k $329.4k $329.4k 0.01% Reduced -2.0k -1,959
32 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 71,17771.2k $328.1k $328.1k 0.00% Added +2.0k +2,019
33 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 68,80068.8k $317.2k $317.2k 0.03% Reduced -13.5k -13,500
34 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 63,15963.2k $291.2k $291.2k 0.00% First filing
35 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 61,56461.6k $283.8k $283.8k 0.01% Reduced -13.5k -13,470
36 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 61,24161.2k $282.3k $282.3k 0.00% Reduced -10.0k -9,965
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 59,28859.3k $272.7k $272.7k 0.00% Reduced -1.1k -1,070
38 Live Oak Private Wealth LLC 0.03% of their portfolio WILMINGTON, NC 54,88454.9k $253.0k $253.0k 0.03% Unchanged
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 53,31953.3k $245.8k $245.8k 0.00% Added +28.0k +27,998
40 Sunpointe, LLC 0.07% of their portfolio ST. LOUIS, MO 52,57552.6k $242.4k $242.4k 0.07% Unchanged
41 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 51,71151.7k $238.4k $238.4k 0.00% Reduced -4.5k -4,473
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 50,96651.0k $235.0k $235.0k 0.00% Added +808 +808
43 Z3 Capital Partners, LLC 0.05% of their portfolio RICHMOND, VA 50,08550.1k $230.9k $230.9k 0.05% Unchanged
44 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 47,84647.8k $220.6k $220.6k 0.02% Added +3.8k +3,816
45 Alteri Wealth LLC 0.06% of their portfolio WESTLAKE VILLAGE, CA 46,72046.7k $215.4k $215.4k 0.06% Added +2.0k +2,003
46 ECLECTIC ASSOCIATES INC /ADV 0.02% of their portfolio FULLERTON, CA 42,55242.6k $196.2k $196.2k 0.02% Added +854 +854
47 QUATTRO FINANCIAL ADVISORS LLC 0.04% of their portfolio The Woodlands, TX 40,29140.3k $185.7k $185.7k 0.04% Unchanged
48 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 39,61739.6k $182.6k $182.6k 0.01% Reduced -63.3k -63,291
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 39,09739.1k $180.2k $180.2k 0.00% Unchanged
50 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,09238.1k $175.6k $175.6k 0.00% Added +531 +531
51 ACCREDITED INVESTOR SERVICES, LLC 0.08% of their portfolio ST. CLOUD, MN 30,92030.9k $142.5k $142.5k 0.08% Reduced -1.5k -1,511
52 LEAVELL INVESTMENT MANAGEMENT, INC. 0.00% of their portfolio MOBILE, AL 29,50029.5k $136.0k $136.0k 0.00% Unchanged
53 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 28,16128.2k $130.0k $130.0k 0.00% Reduced -533 -533
54 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 26,23726.2k $121.0k $121.0k 0.00% Reduced -4.7k -4,701
55 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 26,23726.2k $121.0k $121.0k 0.00% Reduced -4.7k -4,701
56 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 26,13426.1k $120.5k $120.5k 0.00% Added +3.7k +3,737
57 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,55025.6k $117.8k $117.8k 0.00% Added +963 +963
58 StoneX Group Inc. 0.00% of their portfolio NEW YORK, NY 24,45324.5k $112.9k $112.9k 0.00% New
59 Sigma Planning Corp 0.00% of their portfolio ANN ARBOR, MI 20,25220.3k $93.4k $93.4k 0.00% Added +211 +211
60 Indivisible Partners 0.01% of their portfolio CLEARWATER, FL 19,92419.9k $91.8k $91.8k 0.01% Reduced -6.8k -6,820
61 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,17819.2k $88.4k $88.4k 0.00% Added +4.8k +4,836
62 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 18,79018.8k $86.6k $86.6k 0.00% Added +7.1k +7,129
63 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 18,50018.5k $85.3k $85.3k 0.00% Unchanged
64 BURNEY CO/ 0.00% of their portfolio RESTON, VA 18,12018.1k $83.5k $83.5k 0.00% Added +481 +481
65 DECISION INVESTMENTS, INC 0.07% of their portfolio SAN DIEGO, CA 17,72017.7k $81.7k $81.7k 0.07% Unchanged
66 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 17,42117.4k $80.0k $80.0k 0.00% New
67 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 17,24517.2k $79.5k $79.5k 0.00% Unchanged
68 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 16,84616.8k $77.7k $77.7k 0.00% New
69 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 16,50016.5k $76.1k $76.1k 0.00% Added +2.0k +2,000
70 Kovack Advisors, Inc. 0.00% of their portfolio FT. LAUDERDALE, FL 15,95416.0k $73.4k $73.4k 0.00% Added +630 +630
71 Fiduciary Group, LLC 0.01% of their portfolio SAVANNAH, GA 15,95316.0k $73.5k $73.5k 0.01% Unchanged
72 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 15,27815.3k $70.4k $70.4k 0.00% Unchanged
73 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 15,13115.1k $69.8k $69.8k 0.01% Reduced -7 -7
74 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 15,09815.1k $69.6k $69.6k 0.00% New
75 One Capital Management, LLC 0.00% of their portfolio WESTLAKE VILLAGE, CA 14,64214.6k $64.3k $64.3k 0.00% Unchanged
76 Holistic Financial Partners 0.04% of their portfolio INDIANAPOLIS, IN 14,44014.4k $66.6k $66.6k 0.04% Unchanged
77 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.00% of their portfolio CEDAR RAPIDS, IA 14,41114.4k $66.4k $66.4k 0.00% Unchanged
78 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 14,26014.3k $65.7k $65.7k 0.00% New
79 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,04414.0k $64.7k $64.7k 0.00% New
80 Occidental Asset Management, LLC 0.01% of their portfolio Burlingame, CA 13,82413.8k $63.7k $63.7k 0.01% Unchanged
81 AMERIFLEX GROUP, INC. 0.03% of their portfolio LAS VEGAS, NV 13,70013.7k $63.2k $63.2k 0.03% Unchanged
82 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 13,17513.2k $60.7k $60.7k 0.00% Added +88 +88
83 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 13,07313.1k $60.3k $60.3k 0.00% Unchanged
84 Sowell Financial Services LLC 0.00% of their portfolio NORTH LITTLE ROCK, AR 12,23012.2k $56.4k $56.4k 0.00% Added +232 +232
85 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 12,13612.1k $55.9k $55.9k 0.00% Added +127 +127
86 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,02012.0k $55.4k $55.4k 0.00% Reduced -5.1k -5,052
87 Dorsey & Whitney Trust CO LLC 0.00% of their portfolio SIOUX FALLS, SD 12,00012.0k $55.3k $55.3k 0.00% New
88 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 11,00611.0k $50.3k $50.3k 0.00% Added +559 +559
89 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,90110.9k $50.3k $50.3k 0.00% Added +384 +384
90 Fifth Third Wealth Advisors LLC 0.00% of their portfolio Cincinnati, OH 10,79110.8k $49.7k $49.7k 0.00% Unchanged
91 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 10,68510.7k $49.3k $49.3k 0.00% Added +289 +289
92 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 10,27810.3k $47.4k $47.4k 0.00% Unchanged
93 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 10,13910.1k $46.7k $46.7k 0.00% New
94 Future Financial Wealth Managment LLC 0.03% of their portfolio CINCINNATI, OH 10,00010.0k $46.0k $46.0k 0.03% Unchanged
95 WPG Advisers, LLC 0.02% of their portfolio BALTIMORE, MD 6,7016.7k $30.9k $30.9k 0.02% Reduced -8 -8
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,7006.7k $30.9k $30.9k 0.00% Added +5.6k +5,600
97 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6,0846.1k $28.0k $28.0k 0.00% Unchanged
98 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,0345.0k $23.2k $23.2k 0.00% Unchanged
99 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,0005.0k $23.1k $23.1k 0.00% Added +3.5k +3,500
100 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,8443.8k $17.7k $17.7k 0.00% Unchanged