CBRE GBL Real Estate Inc. FD
13F holders, Q2 2026 (June 30)123holders −2
15new positions
16sold out
1famous investor
$5.13avg. 13F price*
At the end of Q2 2026, 123 institutions reported holding CBRE GBL Real Estate Inc. FD in their 13F filings, down 2 from Q1 2026. 15 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($45.1M), UBS Group AG ($23.1M) and Penserra Capital Management LLC ($19.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- CBRE GBL Real Estate Inc. FD
- CUSIP
- 12504G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $22.1M |
| Exits | 16 | $1.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,589,800 shares bought and 1,416,196 shares sold, net +1,173,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Morgan Stanley | 0.00% | Add +10.4% | 9,782,625 | $45.1M |
| UBS Group AG | 0.00% | Reduce -11.4% | 5,004,670 | $23.1M |
| Penserra Capital Management LLC | 0.15% | Add +4.0% | 4,284,129 | $19.7M |
| Vinva Investment Management Ltd | 0.13% | New | 143,491 | $19.5M |
| Wells Fargo & Company | 0.00% | Reduce -7.3% | 2,693,318 | $12.4M |
| Flagship Harbor Advisors, LLC | 0.41% | Add +4.2% | 2,327,200 | $10.7M |
| Bank of America Corp. | 0.00% | Add +16.1% | 2,077,750 | $9.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 1,314,847 | $6.1M |
| LPL Financial LLC | 0.00% | Add +4.0% | 1,178,711 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 926,548 | $4.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.7% | 820,493 | $3.8M |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 431,249 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 423,798 | $2.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.32% | Add +6.5% | 366,558 | $1.7M |
| WealthTrust Axiom LLC | 0.35% | Reduce -3.8% | 343,116 | $1.6M |
| Roman Butler Fullerton & Co. | 0.31% | Add +2.1% | 282,804 | $1.3M |
| Cooper Financial Group | 0.10% | Add +1.6% | 265,530 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.13% | Reduce -0.6% | 261,160 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +14.9% | 260,320 | $1.2M |
| 180 Wealth Advisors, LLC | 0.11% | Add +6.1% | 233,826 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +0.4% | 213,632 | $985K |
| Cetera Investment Advisers | 0.00% | Reduce -8.9% | 209,824 | $967K |
| Rayburn West Financial Services LLC | 0.41% | No change | 161,570 | $745K |
| Investment Partners Asset Management, Inc. | 0.39% | Reduce -0.2% | 152,524 | $703K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.2% | 137,621 | $634K |
| Stifel Financial Corp. | 0.00% | Reduce -19.4% | 136,862 | $631K |
| Mariner, LLC | 0.00% | Reduce -1.1% | 125,153 | $577K |
| Samalin Investment Counsel, LLC | 0.15% | Add +2.2% | 98,214 | $453K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.0% | 88,378 | $407K |
| Compound Planning, Inc. | 0.01% | Reduce -2.7% | 71,446 | $329K |
| Fifth Third Bancorp | 0.00% | Add +2.9% | 71,177 | $328K |
| NWF Advisory Services Inc. | 0.03% | Reduce -16.4% | 68,800 | $317K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.0% | 65,365 | $301K |
| Global Retirement Partners, LLC | 0.00% | — | 63,159 | $291K |
| Moors & Cabot, Inc. | 0.01% | Reduce -17.9% | 61,564 | $284K |
| Merit Financial Group, LLC | 0.00% | Reduce -14.0% | 61,241 | $282K |
| GFS Advisors, LLC | 0.03% | Reduce -91.6% | 570 | $280K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.8% | 59,288 | $273K |
| Live Oak Private Wealth LLC | 0.03% | No change | 54,884 | $253K |
| Citadel Advisors | 0.00% | Add +110.6% | 53,319 | $246K |
| Sunpointe, LLC | 0.07% | No change | 52,575 | $242K |
| Choreo, LLC | 0.00% | Reduce -8.0% | 51,711 | $238K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 50,966 | $235K |
| Z3 Capital Partners, LLC | 0.05% | No change | 50,085 | $231K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +8.7% | 47,846 | $221K |
| Alteri Wealth LLC | 0.06% | Add +4.5% | 46,720 | $215K |
| Eclectic Associates Inc. | 0.02% | Add +2.0% | 42,552 | $196K |
| Quattro Financial Advisors LLC | 0.04% | No change | 40,291 | $186K |
| Readystate Asset Management LP | 0.01% | Reduce -61.5% | 39,617 | $183K |
| NewEdge Advisors, LLC | 0.00% | No change | 39,097 | $180K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 38,092 | $176K |
| Accredited Investor Services, LLC | 0.08% | Reduce -4.7% | 30,920 | $143K |
| Leavell Investment Management, Inc. | 0.01% | No change | 29,500 | $136K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.9% | 28,161 | $130K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -15.2% | 26,237 | $121K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -15.2% | 26,237 | $121K |
| Boothbay Fund Management, LLC | 0.00% | Add +16.7% | 26,134 | $120K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 25,550 | $118K |
| StoneX Group Inc. | 0.00% | New | 24,453 | $113K |
| Sigma Planning Corp | 0.00% | Add +1.1% | 20,252 | $93K |
| Indivisible Partners | 0.01% | Reduce -25.5% | 19,924 | $92K |
| Creative Planning | 0.00% | Add +33.7% | 19,178 | $88K |
| Private Advisor Group, LLC | 0.00% | Add +61.1% | 18,790 | $87K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 18,500 | $85K |
| Burney Co./ | 0.00% | Add +2.7% | 18,120 | $84K |
| Decision Investments, Inc. | 0.07% | No change | 17,720 | $82K |
| HRT Financial LP | 0.00% | New | 17,421 | $80K |
| D.A. Davidson & Co. | 0.00% | No change | 17,245 | $80K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 16,846 | $78K |
| AE Wealth Management LLC | 0.00% | Add +13.8% | 16,500 | $76K |
| Fiduciary Group, LLC | 0.01% | No change | 15,953 | $74K |
| Kovack Advisors, Inc. | 0.00% | Add +4.1% | 15,954 | $73K |
| CENTRAL TRUST Co | 0.00% | No change | 15,278 | $70K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -0.1% | 15,131 | $70K |
| Axxcess Wealth Management, LLC | 0.00% | New | 15,098 | $70K |
| Holistic Financial Partners | 0.04% | No change | 14,440 | $67K |
| Nations Financial Group Inc, /Ia/ | 0.00% | No change | 14,411 | $66K |
| Ameritas Advisory Services, LLC | 0.00% | New | 14,260 | $66K |
| Kestra Advisory Services, LLC | 0.00% | New | 14,044 | $65K |
| One Capital Management, LLC | 0.00% | No change | 14,642 | $64K |
| Occidental Asset Management, LLC | 0.01% | No change | 13,824 | $64K |
| Ameriflex Group, Inc. | 0.03% | No change | 13,700 | $63K |
| Summit Financial, LLC | 0.00% | Add +0.7% | 13,175 | $61K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 13,073 | $60K |
| Sowell Financial Services LLC | 0.00% | Add +1.9% | 12,230 | $56K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.1% | 12,136 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -29.6% | 12,020 | $55K |
| Dorsey & Whitney Trust CO LLC | 0.00% | New | 12,000 | $55K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.3% | 11,006 | $50K |
| Focus Partners Wealth | 0.00% | Add +3.6% | 10,901 | $50K |
| Fifth Third Wealth Advisors LLC | 0.00% | No change | 10,791 | $50K |
| PFG Investments, LLC | 0.00% | Add +2.8% | 10,685 | $49K |
| Stephens Inc. | 0.00% | No change | 10,278 | $47K |
| Two Sigma Securities, LLC | 0.00% | New | 10,139 | $47K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 10,000 | $46K |
| Nova Wealth Management, Inc. | 0.02% | No change | 7,897 | $36K |
| WPG Advisers, LLC | 0.02% | Reduce -0.1% | 6,701 | $31K |
| JPMorgan Chase & Co. | 0.00% | Add +509.1% | 6,700 | $31K |
| Larson Financial Group LLC | 0.00% | No change | 6,084 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,034 | $23K |
"% of holder's portfolio" is CBRE GBL REAL ESTATE INC FD's weight in each manager's 13F, not the share of CBRE GBL Real Estate Inc. FD the manager owns.