IGR CBRE Global Real Estate Income Fund Common Shares of Beneficial Interest

NYSE · N/A
$4.64
Price · Aug 24, 2026
52W Range
$4–$5
43% of range
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IGR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$4.64
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52W Range
$4 – $5

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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IGR
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

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Financial Health Debt, liquidity, solvency — balance sheet strength

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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

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Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

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Capital Efficiency Asset turnover, inventory turnover, receivables turnover

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Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Ex-dateAmount
July 20, 2026$0.0600
June 18, 2026$0.0600
May 20, 2026$0.0600
April 20, 2026$0.0600
March 20, 2026$0.0600
Feb. 20, 2026$0.0600
Jan. 20, 2026$0.0600
Dec. 19, 2025$0.0600
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Sept. 19, 2025$0.0600
Aug. 20, 2025$0.0600
July 21, 2025$0.0600
June 20, 2025$0.0600
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April 21, 2025$0.0600
March 20, 2025$0.0600
Feb. 20, 2025$0.0600
Jan. 21, 2025$0.0600
Dec. 20, 2024$0.0600

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Institutional owners (13F) 132 filers · $102.6M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
16 (-3 vs prior Q) 16 (-3 vs prior Q) 39 (-2 vs prior Q) 29 (-4 vs prior Q) +1.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
UBS Group AG $22,302,207 4,837,789 21.74% Shares
Vinva Investment Management Ltd $19,527,690 143,491 19.03% Shares
FLAGSHIP HARBOR ADVISORS, LLC $10,728,386 2,327,200 10.46% Shares
AMERIPRISE FINANCIAL INC $6,061,443 1,314,847 5.91% Shares
LPL Financial LLC $5,433,855 1,178,711 5.30% Shares
Sanctuary Advisors, LLC $3,782,474 820,493 3.69% Shares
MORGAN STANLEY $3,621,437 785,561 3.53% Shares
WELLS FARGO & COMPANY/MN $2,806,225 608,726 2.74% Shares
OSAIC HOLDINGS, INC. $1,988,056 431,249 1.94% Shares
J.W. COLE ADVISORS, INC. $1,953,706 423,798 1.90% Shares
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC $1,689,833 366,558 1.65% Shares
WealthTrust Axiom LLC $1,581,763 343,116 1.54% Shares
ROMAN BUTLER FULLERTON & CO $1,300,896 282,804 1.27% Shares
Cooper Financial Group $1,224,091 265,530 1.19% Shares
Tennessee Valley Asset Management Partners $1,203,948 261,160 1.17% Shares
180 WEALTH ADVISORS, LLC $1,077,939 233,826 1.05% Shares
GUGGENHEIM CAPITAL LLC $984,844 213,632 0.96% Shares
Cetera Investment Advisers $967,287 209,824 0.94% Shares
Rayburn West Financial Services LLC $744,838 161,570 0.73% Shares
Investment Partners Asset Management, Inc. $703,136 152,524 0.69% Shares
Rockefeller Capital Management L.P. $634,433 137,621 0.62% Shares
STIFEL FINANCIAL CORP $630,928 136,862 0.61% Shares
RAYMOND JAMES FINANCIAL INC $492,885 106,917 0.48% Shares
Samalin Investment Counsel, LLC $452,769 98,214 0.44% Shares
Advisors Asset Management, Inc. $430,909 98,381 0.42% Shares
IHT Wealth Management, LLC $407,423 88,378 0.40% Shares
Compound Planning, Inc. $329,365 71,446 0.32% Shares
FIFTH THIRD BANCORP $328,126 71,177 0.32% Shares
NWF Advisory Services Inc. $317,168 68,800 0.31% Shares
Global Retirement Partners, LLC $291,164 63,159 0.28% Shares
Atria Wealth Solutions, Inc. $284,688 53,750 0.28% Shares
Moors & Cabot, Inc. $283,810 61,564 0.28% Shares
Merit Financial Group, LLC $282,323 61,241 0.28% Shares
GFS Advisors, LLC $279,720 570 0.27% Shares
Prosperity Wealth Management, Inc. $273,939 62,543 0.27% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $272,726 59,288 0.27% Shares
Live Oak Private Wealth LLC $253,015 54,884 0.25% Shares
CITADEL ADVISORS LLC $245,801 53,319 0.24% Shares
Sunpointe, LLC $242,371 52,575 0.24% Shares
CHOREO, LLC $238,388 51,711 0.23% Shares
Z3 Capital Partners, LLC $230,892 50,085 0.23% Shares
SeaCrest Wealth Management, LLC $220,570 47,846 0.21% Shares
Alteri Wealth LLC $215,378 46,720 0.21% Shares
ECLECTIC ASSOCIATES INC /ADV $196,165 42,552 0.19% Shares
QUATTRO FINANCIAL ADVISORS LLC $185,742 40,291 0.18% Shares
READYSTATE ASSET MANAGEMENT LP $182,634 39,617 0.18% Shares
COMERICA BANK $182,042 41,562 0.18% Shares
NewEdge Advisors, LLC $180,238 39,097 0.18% Shares
COMMONWEALTH EQUITY SERVICES, LLC $175,600 38,092 0.17% Shares
ROYAL BANK OF CANADA $153,000 33,259 0.15% Shares
ACCREDITED INVESTOR SERVICES, LLC $142,541 30,920 0.14% Shares
LEAVELL INVESTMENT MANAGEMENT, INC. $135,995 29,500 0.13% Shares
Stonegate Investment Group, LLC $134,925 26,250 0.13% Shares
Integrity Wealth Partners, LLC $129,003 29,386 0.13% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $120,953 26,237 0.12% Shares
Vestmark Advisory Solutions, Inc. $120,953 26,237 0.12% Shares
BOOTHBAY FUND MANAGEMENT, LLC $120,478 26,134 0.12% Shares
ENVESTNET ASSET MANAGEMENT INC $117,786 25,550 0.11% Shares
StoneX Group Inc. $112,909 24,453 0.11% Shares
BANK OF AMERICA CORP /DE/ $96,810 21,000 0.09% Shares
Sigma Planning Corp $93,360 20,252 0.09% Shares
Indivisible Partners $91,850 19,924 0.09% Shares
Creative Planning $88,409 19,178 0.09% Shares
Private Advisor Group, LLC $86,623 18,790 0.08% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $85,285 18,500 0.08% Shares
BURNEY CO/ $83,532 18,120 0.08% Shares
DECISION INVESTMENTS, INC $81,689 17,720 0.08% Shares
D.A. DAVIDSON & CO. $79,502 17,245 0.08% Shares
Concurrent Investment Advisors, LLC $77,658 16,846 0.08% Shares
AE Wealth Management LLC $76,065 16,500 0.07% Shares
Good Life Advisors, LLC $75,016 14,181 0.07% Shares
Fiduciary Group, LLC $73,543 15,953 0.07% Shares
Kovack Advisors, Inc. $73,382 15,954 0.07% Shares
CENTRAL TRUST Co $70,432 15,278 0.07% Shares
Pinnacle Wealth Planning Services, Inc. $69,754 15,131 0.07% Shares
AXXCESS WEALTH MANAGEMENT, LLC $69,600 15,098 0.07% Shares
Holistic Financial Partners $66,569 14,440 0.06% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $66,435 14,411 0.06% Shares
Ameritas Advisory Services, LLC $65,739 14,260 0.06% Shares
Kestra Advisory Services, LLC $64,742 14,044 0.06% Shares
One Capital Management, LLC $64,278 14,642 0.06% Shares
Occidental Asset Management, LLC $63,729 13,824 0.06% Shares
AMERIFLEX GROUP, INC. $63,157 13,700 0.06% Shares
Summit Financial, LLC $60,738 13,175 0.06% Shares
GREAT VALLEY ADVISOR GROUP, INC. $60,266 13,073 0.06% Shares
Sowell Financial Services LLC $56,380 12,230 0.05% Shares
OPPENHEIMER & CO INC $55,947 12,136 0.05% Shares
Steward Partners Investment Advisory, LLC $55,412 12,020 0.05% Shares
Dorsey & Whitney Trust CO LLC $55,320 12,000 0.05% Shares
Mariner, LLC $50,710 11,000 0.05% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $50,297 11,006 0.05% Shares
Focus Partners Wealth $50,256 10,901 0.05% Shares
Fifth Third Wealth Advisors LLC $49,747 10,791 0.05% Shares
PFG Investments, LLC $49,260 10,685 0.05% Shares
STEPHENS INC /AR/ $47,382 10,278 0.05% Shares
TWO SIGMA SECURITIES, LLC $46,741 10,139 0.05% Shares
Future Financial Wealth Managment LLC $46,000 10,000 0.04% Shares
Nova Wealth Management, Inc. $36,405 7,897 0.04% Shares
WPG Advisers, LLC $30,892 6,701 0.03% Shares
JPMORGAN CHASE & CO $30,887 6,700 0.03% Shares

Company insiders 12 insiders · 1 officers · 3 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Joseph P Smith President & CEO Dec. 12, 2025 P 114,837 2 0 $15,982
Heidi Stam Director June 24, 2026 P 22,575 1 0 $2,002
Peter Francis Finnerty Director Dec. 17, 2025 P 46,500 1 0 $200,880
Frederick S Hammer Director June 16, 2005 P — 0 0 $0
Jonathan D Miniman — May 30, 2025 S 18,404 0 0 $0
Asuka Nakahara — Sept. 29, 2023 P 37,460 0 0 $0
Ritson T Ferguson — April 14, 2023 J 133,486 0 0 $0
John R Bartholdson — April 14, 2023 J 18,024 0 0 $0
Richard L Sutton — Sept. 26, 2016 S 33,153 0 0 $0
Kenneth Campbell — June 28, 2007 P 10,100 0 0 $0
Steven D Burton — July 12, 2005 P 6,000 0 0 $0
Sherry L Rexroad — April 27, 2004 P 2,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only