CBRE GBL Real Estate Inc. FD
13F holders, Q1 2025 (March 31)118holders −15
11new positions
24sold out
$5.16avg. 13F price*
At the end of Q1 2025, 118 institutions reported holding CBRE GBL Real Estate Inc. FD in their 13F filings, down 15 from Q4 2024. 11 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($59.3M), UBS Group AG ($27.6M) and Penserra Capital Management LLC ($18.5M).
- Company
- CBRE GBL Real Estate Inc. FD
- CUSIP
- 12504G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.3M |
| Exits | 24 | $6.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,913,826 shares bought and 1,925,021 shares sold, net +988,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Morgan Stanley | 0.00% | Add +4.4% | 11,496,235 | $59.3M |
| UBS Group AG | 0.01% | Add +2.0% | 5,351,671 | $27.6M |
| Penserra Capital Management LLC | 0.33% | Add +4.6% | 3,587,307 | $18.5M |
| Flagship Harbor Advisors, LLC | 0.50% | Add +53.2% | 1,854,282 | $9.6M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 1,842,648 | $9.5M |
| Wells Fargo & Company | 0.00% | Add +14.1% | 1,539,463 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 897,855 | $4.6M |
| LPL Financial LLC | 0.00% | Add +8.9% | 848,820 | $4.4M |
| Pacific Wealth Strategies Group, Inc. | 2.72% | Add +1.7% | 706,141 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -11.4% | 535,455 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.4% | 486,408 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +85.1% | 419,972 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +17.9% | 365,245 | $1.9M |
| WealthTrust Axiom LLC | 0.55% | Add +4.2% | 352,192 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +11.8% | 346,267 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -38.7% | 310,217 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +24.9% | 283,880 | $1.5M |
| NWF Advisory Services Inc. | 0.20% | New | 276,100 | $1.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.33% | Add +7.4% | 268,674 | $1.4M |
| Centaurus Financial, Inc. | 0.08% | Add +27.2% | 241,121 | $1.2M |
| Roman Butler Fullerton & Co. | 0.47% | Add +3.4% | 254,532 | $1.2M |
| Cooper Financial Group | 0.16% | Add +3.3% | 228,912 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +15.6% | 220,806 | $1.1M |
| Investment Partners Asset Management, Inc. | 0.70% | Reduce -8.6% | 173,392 | $895K |
| 180 Wealth Advisors, LLC | 0.14% | Add +5.7% | 166,071 | $854K |
| Raymond James Financial Inc. | 0.00% | Reduce -4.9% | 155,434 | $802K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.5% | 149,122 | $769K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.9% | 132,723 | $685K |
| Compound Planning, Inc. | 0.02% | Add +1.2% | 101,489 | $524K |
| IHT Wealth Management, LLC | 0.02% | Add +0.1% | 98,434 | $508K |
| Stolper Co | 0.17% | Add +1.2% | 97,791 | $505K |
| Samalin Investment Counsel, LLC | 0.19% | Add +5.5% | 88,243 | $455K |
| Choreo, LLC | 0.01% | Add +9.1% | 84,981 | $439K |
| Mariner, LLC | 0.00% | Reduce -4.6% | 82,448 | $425K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.1% | 71,342 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.4% | 67,547 | $349K |
| Baird Financial Group, Inc. | 0.00% | Add +82.0% | 66,452 | $343K |
| Guggenheim Capital LLC | 0.00% | Add +77.8% | 65,778 | $339K |
| Merit Financial Group, LLC | 0.00% | Add +190.9% | 58,852 | $304K |
| Transcend Capital Advisors, LLC | 0.02% | Add +12.7% | 54,999 | $284K |
| Live Oak Private Wealth LLC | 0.05% | No change | 54,884 | $283K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 54,143 | $279K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 53,750 | $277K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.1% | 52,952 | $273K |
| Alteri Wealth LLC | 0.11% | Add +2.0% | 49,327 | $255K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.4% | 47,588 | $246K |
| Geneos Wealth Management Inc. | 0.01% | Add +558.4% | 46,768 | $241K |
| Elequin Capital, LP | 0.06% | Add +256.6% | 46,668 | $241K |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.4% | 46,462 | $240K |
| US Bancorp \de | 0.00% | Add +15.6% | 45,074 | $233K |
| Quattro Financial Advisors LLC | 0.07% | No change | 40,291 | $208K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +249.1% | 39,291 | $203K |
| EP Wealth Advisors, LLC | 0.00% | No change | 35,249 | $182K |
| Comerica Bank | 0.00% | Reduce -59.4% | 34,791 | $180K |
| GFS Advisors, LLC | 0.03% | New | 30,800 | $159K |
| Ameriflex Group, Inc. | 0.06% | Reduce -5.0% | 28,600 | $148K |
| Sowell Financial Services LLC | 0.01% | New | 26,686 | $138K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 26,419 | $136K |
| HRT Financial LP | 0.00% | Reduce -52.2% | 25,582 | $132K |
| Burney Co./ | 0.00% | No change | 24,649 | $127K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 24,600 | $127K |
| Level Four Advisory Services, LLC | 0.00% | No change | 22,480 | $116K |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 21,934 | $113K |
| Ieq Capital, LLC | 0.00% | New | 21,442 | $111K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +0.7% | 20,949 | $108K |
| Sigma Planning Corp | 0.00% | Add +4.3% | 19,603 | $101K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 19,090 | $99K |
| Occidental Asset Management, LLC | 0.01% | Reduce -2.9% | 17,886 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +57.4% | 17,439 | $90K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -13.6% | 17,373 | $90K |
| Alterna Wealth Management, Inc. | 0.07% | Reduce -14.7% | 17,206 | $89K |
| Mgo One Seven LLC | 0.00% | Reduce -21.7% | 16,680 | $86K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 16,403 | $85K |
| Fiduciary Group, LLC | 0.01% | No change | 14,980 | $77K |
| Private Advisor Group, LLC | 0.00% | No change | 14,953 | $77K |
| Holistic Financial Partners | 0.04% | No change | 14,440 | $75K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 14,436 | $74K |
| Good Life Advisors, LLC | 0.01% | No change | 14,242 | $73K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.2% | 14,025 | $72K |
| One Capital Management, LLC | 0.00% | Reduce -5.8% | 13,552 | $70K |
| Leo Wealth, LLC | 0.01% | Add +3.5% | 13,495 | $70K |
| Clear Creek Financial Management, LLC | 0.01% | No change | 13,000 | $67K |
| Leavell Investment Management, Inc. | 0.00% | No change | 12,500 | $65K |
| Two Sigma Securities, LLC | 0.01% | Reduce -20.1% | 12,306 | $63K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 12,138 | $63K |
| Stephens Inc. | 0.00% | Reduce -39.5% | 10,551 | $54K |
| WPG Advisers, LLC | 0.05% | Add +0.5% | 10,481 | $54K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 10,447 | $54K |
| Ameritas Advisory Services, LLC | 0.00% | New | 10,610 | $53K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 10,000 | $52K |
| Centurion Wealth Management LLC | 0.02% | No change | 10,295 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 8,360 | $43K |
| Nova Wealth Management, Inc. | 0.04% | No change | 7,897 | $41K |
| Larson Financial Group LLC | 0.00% | Add +20.0% | 6,000 | $31K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -44.7% | 5,204 | $27K |
| Cwm, LLC | 0.00% | No change | 3,621 | $19K |
| National Bank of Canada | 0.00% | Add +88.3% | 3,364 | $17K |
| Blume Capital Management, Inc. | 0.00% | No change | 3,000 | $15K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 2,823 | $15K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,316 | $12K |
"% 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.