CBRE GBL Real Estate Inc. FD
13F holders, Q4 2024 (December 31)133holders +26
27new positions
8sold out
$4.82avg. 13F price*
At the end of Q4 2024, 133 institutions reported holding CBRE GBL Real Estate Inc. FD in their 13F filings, up 26 from Q3 2024. 27 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($53.0M), UBS Group AG ($25.2M) and Penserra Capital Management LLC ($16.5M).
- Company
- CBRE GBL Real Estate Inc. FD
- CUSIP
- 12504G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $6.7M |
| Exits | 8 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,378,459 shares bought and 1,965,607 shares sold, net +412,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Morgan Stanley | 0.00% | Reduce -4.5% | 11,011,344 | $53.0M |
| UBS Group AG | 0.01% | Add +1.0% | 5,243,941 | $25.2M |
| Penserra Capital Management LLC | 0.30% | Add +7.2% | 3,428,958 | $16.5M |
| Bank of America Corp. | 0.00% | Reduce -8.7% | 1,994,360 | $9.6M |
| Wells Fargo & Company | 0.00% | Reduce -4.3% | 1,349,781 | $6.5M |
| Flagship Harbor Advisors, LLC | 0.31% | Reduce -23.6% | 1,210,353 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +7.1% | 856,486 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -6.5% | 779,076 | $3.7M |
| Pacific Wealth Strategies Group, Inc. | 2.33% | Add +4.4% | 694,341 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +18.1% | 604,482 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +21.0% | 508,619 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -4.4% | 506,079 | $2.4M |
| WealthTrust Axiom LLC | 0.48% | Reduce -0.9% | 337,981 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 309,921 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 309,639 | $1.5M |
| Roman Butler Fullerton & Co. | 0.41% | Reduce -8.2% | 246,225 | $1.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.30% | Add +5.1% | 250,261 | $1.2M |
| Marex Group Ltd | 0.02% | New | 232,543 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.32% | New | 227,268 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +42.9% | 226,895 | $1.1M |
| Cooper Financial Group | 0.13% | Add +3.1% | 221,544 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 191,004 | $919K |
| Investment Partners Asset Management, Inc. | 0.72% | Reduce -1.4% | 189,621 | $912K |
| Centaurus Financial, Inc. | 0.06% | Add +10.3% | 189,553 | $912K |
| Shaker Financial Services, LLC | 0.31% | New | 166,795 | $802K |
| Raymond James Financial Inc. | 0.00% | — | 163,477 | $786K |
| 180 Wealth Advisors, LLC | 0.12% | Add +3.2% | 157,171 | $756K |
| Jane Street Group, LLC | 0.00% | Add +1416.4% | 153,760 | $740K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.3% | 141,098 | $679K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 124,806 | $600K |
| SFI Advisors, LLC | 0.40% | New | 118,763 | $571K |
| Readystate Asset Management LP | 0.04% | New | 110,361 | $531K |
| Wolverine Asset Management LLC | 0.04% | New | 105,386 | $507K |
| Compound Planning, Inc. | 0.02% | Reduce -2.9% | 100,318 | $483K |
| IHT Wealth Management, LLC | 0.02% | Reduce -40.3% | 98,287 | $473K |
| Stolper Co | 0.15% | Reduce -2.7% | 96,598 | $465K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 91,609 | $441K |
| Mariner, LLC | 0.00% | Reduce -5.8% | 86,441 | $416K |
| Comerica Bank | 0.00% | Add +144.6% | 85,664 | $412K |
| Samalin Investment Counsel, LLC | 0.17% | Add +0.6% | 83,635 | $402K |
| Choreo, LLC | 0.01% | Add +4.0% | 77,897 | $379K |
| Moors & Cabot, Inc. | 0.02% | Add +2.2% | 72,173 | $347K |
| XTX Topco Ltd | 0.03% | Add +114.7% | 67,403 | $324K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 65,328 | $314K |
| Susquehanna International Group, LLP | 0.00% | New | 61,418 | $295K |
| Live Oak Private Wealth LLC | 0.04% | No change | 54,884 | $264K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -58.1% | 54,164 | $261K |
| HRT Financial LP | 0.00% | Add +295.9% | 53,497 | $257K |
| Park Avenue Securities LLC | 0.00% | Add +1.4% | 52,547 | $253K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.3% | 50,868 | $245K |
| Cornerstone Advisors, LLC | 0.01% | New | 50,121 | $241K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -43.3% | 48,799 | $235K |
| Alteri Wealth LLC | 0.06% | — | 48,377 | $233K |
| Quattro Financial Advisors LLC | 0.05% | No change | 40,291 | $208K |
| US Bancorp \de | 0.00% | Reduce -2.5% | 38,978 | $187K |
| Focus Partners Wealth | 0.00% | Add +25.9% | 38,162 | $184K |
| Guggenheim Capital LLC | 0.00% | New | 37,000 | $178K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.7% | 36,511 | $176K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 36,462 | $175K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 36,203 | $174K |
| EP Wealth Advisors, LLC | 0.00% | No change | 35,249 | $170K |
| Ameriflex Group, Inc. | 0.07% | — | 30,100 | $156K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -18.6% | 31,037 | $149K |
| Burney Co./ | 0.00% | Reduce -0.1% | 24,649 | $119K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 24,600 | $118K |
| Level Four Advisory Services, LLC | 0.00% | No change | 22,480 | $108K |
| Global Retirement Partners, LLC | 0.00% | Add +1.8% | 22,281 | $107K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.3% | 21,813 | $105K |
| Mgo One Seven LLC | 0.00% | Reduce -2.8% | 21,311 | $103K |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.9% | 21,000 | $101K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +43.6% | 20,814 | $100K |
| Merit Financial Group, LLC | 0.00% | Add +2.6% | 20,231 | $97K |
| Alterna Wealth Management, Inc. | 0.08% | Add +5.4% | 20,170 | $97K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.7% | 20,095 | $97K |
| NewEdge Advisors, LLC | 0.00% | No change | 19,113 | $92K |
| Sigma Planning Corp | 0.00% | Add +5.0% | 18,798 | $90K |
| Occidental Asset Management, LLC | 0.01% | Add +4.7% | 18,411 | $89K |
| Stephens Inc. | 0.00% | Reduce -49.9% | 17,431 | $84K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 16,402 | $79K |
| Two Sigma Securities, LLC | 0.01% | New | 15,392 | $74K |
| Fiduciary Group, LLC | 0.01% | No change | 14,980 | $72K |
| Private Advisor Group, LLC | 0.00% | No change | 14,953 | $72K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -9.8% | 14,643 | $70K |
| Holistic Financial Partners | 0.03% | No change | 14,440 | $69K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -2.1% | 14,436 | $69K |
| One Capital Management, LLC | 0.00% | New | 14,382 | $69K |
| Good Life Advisors, LLC | 0.01% | Reduce -50.0% | 14,242 | $69K |
| Walkner Condon Financial Advisors LLC | 0.01% | New | 14,132 | $68K |
| Elequin Capital, LP | 0.01% | New | 13,086 | $63K |
| Leo Wealth, LLC | 0.01% | Add +3.4% | 13,037 | $63K |
| Clear Creek Financial Management, LLC | 0.01% | Reduce -70.1% | 13,000 | $63K |
| Heritage Wealth Management, Inc. | 0.05% | Reduce -3.9% | 12,632 | $61K |
| Leavell Investment Management, Inc. | 0.00% | Add +25.0% | 12,500 | $60K |
| Mercer Global Advisors Inc. | 0.00% | Add +21.6% | 12,196 | $59K |
| Walleye Capital LLC | 0.00% | New | 12,000 | $58K |
| SeaCrest Wealth Management, LLC | 0.01% | New | 11,255 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -16.6% | 11,081 | $53K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -16.1% | 10,447 | $50K |
| WPG Advisers, LLC | 0.05% | — | 10,429 | $50K |
| Centurion Wealth Management LLC | 0.02% | New | 10,295 | $50K |
| Daymark Wealth Partners, LLC | 0.00% | New | 10,216 | $49K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 10,000 | $48K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -52.1% | 9,409 | $45K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 8,360 | $43K |
| Nova Wealth Management, Inc. | 0.03% | — | 7,897 | $38K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.0% | 7,103 | $34K |
| Larson Financial Group LLC | 0.00% | New | 5,000 | $24K |
| Wintrust Investments LLC | 0.02% | Reduce -21.9% | 3,732 | $18K |
| Cwm, LLC | 0.00% | No change | 3,621 | $17K |
| Blume Capital Management, Inc. | 0.00% | No change | 3,000 | $14K |
| Evelyn Partners Asset Management Ltd | 0.00% | — | 2,823 | $14K |
| Aventura Private Wealth, LLC | 0.01% | — | 2,208 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -54.7% | 2,153 | $10K |
| National Bank of Canada | 0.00% | New | 1,787 | $9K |
| Tsfg, LLC | 0.00% | No change | 1,500 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 1,436 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,315 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 1,000 | $5K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $5K |
| Golden State Wealth Management, LLC | 0.00% | — | 900 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 838 | $4K |
| Spire Wealth Management | 0.00% | No change | 523 | $3K |
| BlackRock, Inc. | 0.00% | New | 500 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 276 | $1K |
| MAI Capital Management | 0.00% | New | 267 | $1K |
| Decker Retirement Planning Inc. | 0.00% | — | 246 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +3.2% | 162 | $780 |
| Assetmark, Inc. | 0.00% | No change | 144 | $693 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 115 | $553 |
| Addison Advisors LLC | 0.00% | Reduce -66.7% | 61 | $294 |
| Allworth Financial LP | 0.00% | New | 34 | $176 |
| Citigroup Inc. | 0.00% | No change | 2 | $10 |
| FMR LLC | 0.00% | New | 1 | $5 |
"% 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.