RADNOR, PA
CBRE GLOBAL REAL ESTATE INCOME FUNDIGR— Latest position per institution from SEC 13F filings
15
Institutional holders
40.66M
Total shares held
144.68M
Estimated value
2.03M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
8.86M
Value
38.90M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
5.65M
Value
24.81M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
4.22M
Value
22.90K
Filed
Dec 31, 2023
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
4.12M
Value
18.09K
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.91M
Value
12.76M
Filed
Mar 31, 2026
FLAGSHIP HARBOR ADVISORS, LLC
CIK 1691766
Shares
2.23M
Value
9.81M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.79M
Value
7.86M
Filed
Mar 31, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
1.55M
Value
7.81M
Filed
Jun 30, 2024
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
1.33M
Value
6.10M
Filed
Dec 31, 2025
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
1.28M
Value
5.60M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.13M
Value
4.98M
Filed
Mar 31, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
950.87K
Value
5.16M
Filed
Dec 31, 2023
ROYAL BANK OF CANADA
CIK 1000275
Shares
814.73K
Value
3.58M
Filed
Mar 31, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
768.67K
Value
3.37M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
645.07K
Value
2.90M
Filed
Sep 30, 2023
PACIFIC WEALTH STRATEGIES GROUP, INC.
CIK 1766571
Shares
593.22K
Value
3.05M
Filed
Sep 30, 2025
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
537.47K
Value
2.35M
Filed
Dec 31, 2025
QUARRY LP
CIK 1965207
Shares
445.50K
Value
1.95M
Filed
Dec 31, 2025
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
431.01K
Value
1.87M
Filed
Dec 31, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
406.49K
Value
1.78M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 8.86M | 38.90M | Mar 31, 2026 |
| 2 | UBS GROUP AG | 1610520 | 5.65M | 24.81M | Mar 31, 2026 |
| 3 | SIT INVESTMENT ASSOCIATES INC | 769317 | 4.22M | 22.90K | Dec 31, 2023 |
| 4 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 4.12M | 18.09K | Mar 31, 2026 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 2.91M | 12.76M | Mar 31, 2026 |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | 1691766 | 2.23M | 9.81M | Mar 31, 2026 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 1.79M | 7.86M | Mar 31, 2026 |
| 8 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 1.55M | 7.81M | Jun 30, 2024 |
| 9 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 1.33M | 6.10M | Dec 31, 2025 |
| 10 | AMERIPRISE FINANCIAL INC | 820027 | 1.28M | 5.60M | Mar 31, 2026 |
| 11 | LPL FINANCIAL LLC | 1403438 | 1.13M | 4.98M | Mar 31, 2026 |
| 12 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 950.87K | 5.16M | Dec 31, 2023 |
| 13 | ROYAL BANK OF CANADA | 1000275 | 814.73K | 3.58M | Mar 31, 2026 |
| 14 | SANCTUARY ADVISORS, LLC | 1777271 | 768.67K | 3.37M | Mar 31, 2026 |
| 15 | KARPUS MANAGEMENT, INC. | 1048703 | 645.07K | 2.90M | Sep 30, 2023 |
| 16 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 1766571 | 593.22K | 3.05M | Sep 30, 2025 |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 537.47K | 2.35M | Dec 31, 2025 |
| 18 | QUARRY LP | 1965207 | 445.50K | 1.95M | Dec 31, 2025 |
| 19 | J.W. COLE ADVISORS, INC. | 1404763 | 431.01K | 1.87M | Dec 31, 2025 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 406.49K | 1.78M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.