CBRE GBL Real Estate Inc. FD
13F holders, Q2 2025 (June 30)117holders −1
11new positions
13sold out
$5.28avg. 13F price*
At the end of Q2 2025, 117 institutions reported holding CBRE GBL Real Estate Inc. FD in their 13F filings, down 1 from Q1 2025. 11 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($55.5M), UBS Group AG ($28.3M) and Penserra Capital Management LLC ($19.6M).
- Company
- CBRE GBL Real Estate Inc. FD
- CUSIP
- 12504G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $967K |
| Exits | 13 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,042,862 shares bought and 1,944,495 shares sold, net −901,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Morgan Stanley | 0.00% | Reduce -8.8% | 10,482,631 | $55.5M |
| UBS Group AG | 0.01% | Reduce -0.1% | 5,346,993 | $28.3M |
| Penserra Capital Management LLC | 0.27% | Add +3.0% | 3,696,579 | $19.6M |
| Flagship Harbor Advisors, LLC | 0.48% | Add +3.3% | 1,916,196 | $10.1M |
| Bank of America Corp. | 0.00% | Add +0.1% | 1,845,097 | $9.8M |
| Wells Fargo & Company | 0.00% | Add +3.0% | 1,585,773 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.3% | 945,863 | $5.0M |
| LPL Financial LLC | 0.00% | Add +11.2% | 943,534 | $5.0M |
| Pacific Wealth Strategies Group, Inc. | 2.02% | Reduce -10.1% | 635,083 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +7.5% | 575,897 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 506,876 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +31.4% | 479,852 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +2.8% | 431,757 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +11.6% | 386,511 | $2.0M |
| WealthTrust Axiom LLC | 0.55% | Add +0.2% | 352,815 | $1.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Add +11.6% | 316,674 | $1.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.35% | Add +8.7% | 291,921 | $1.5M |
| NWF Advisory Services Inc. | 0.17% | Reduce -0.9% | 273,500 | $1.4M |
| Roman Butler Fullerton & Co. | 0.38% | Add +1.2% | 257,529 | $1.3M |
| Cooper Financial Group | 0.15% | Add +3.1% | 236,055 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 225,100 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.6% | 199,200 | $1.1M |
| Investment Partners Asset Management, Inc. | 0.64% | Reduce -0.2% | 173,024 | $915K |
| Raymond James Financial Inc. | 0.00% | Add +7.2% | 166,585 | $881K |
| 180 Wealth Advisors, LLC | 0.12% | Reduce -0.4% | 165,457 | $875K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -61.0% | 121,136 | $641K |
| Stolper Co | 0.18% | Add +8.3% | 105,933 | $560K |
| Compound Planning, Inc. | 0.02% | Reduce -0.7% | 100,808 | $533K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.0% | 97,489 | $516K |
| Samalin Investment Counsel, LLC | 0.18% | Add +2.1% | 90,111 | $477K |
| Mariner, LLC | 0.00% | Add +3.6% | 85,415 | $452K |
| Sunpointe, LLC | 0.18% | New | 84,900 | $449K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -39.3% | 80,608 | $426K |
| Merit Financial Group, LLC | 0.00% | Add +33.7% | 78,690 | $416K |
| Choreo, LLC | 0.01% | Reduce -10.2% | 76,339 | $404K |
| Moors & Cabot, Inc. | 0.02% | Add +2.5% | 73,113 | $387K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.7% | 66,389 | $356K |
| Guggenheim Capital LLC | 0.00% | Reduce -2.4% | 64,197 | $340K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.6% | 60,734 | $321K |
| National Bank of Canada | 0.00% | Add +1560.1% | 55,845 | $295K |
| Live Oak Private Wealth LLC | 0.04% | No change | 54,884 | $290K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 53,750 | $285K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 53,273 | $282K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.9% | 52,563 | $278K |
| Alteri Wealth LLC | 0.10% | No change | 49,327 | $261K |
| US Bancorp \de | 0.00% | No change | 45,074 | $238K |
| NewEdge Advisors, LLC | 0.00% | Add +123.2% | 42,605 | $225K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +7.8% | 42,345 | $224K |
| Park Avenue Securities LLC | 0.00% | Reduce -13.0% | 41,403 | $219K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -13.0% | 40,688 | $215K |
| Quattro Financial Advisors LLC | 0.08% | No change | 40,291 | $213K |
| Captrust Financial Advisors | 0.00% | New | 39,877 | $211K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.1% | 36,662 | $194K |
| EP Wealth Advisors, LLC | 0.00% | No change | 35,249 | $186K |
| Comerica Bank | 0.00% | Reduce -9.9% | 31,339 | $166K |
| Burney Co./ | 0.00% | Add +3.2% | 25,437 | $135K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 24,600 | $130K |
| Alterna Wealth Management, Inc. | 0.10% | Add +30.4% | 22,442 | $119K |
| Global Retirement Partners, LLC | 0.00% | — | 22,286 | $118K |
| Envestnet Asset Management Inc. | 0.00% | New | 21,237 | $112K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.7% | 21,093 | $112K |
| Ieq Capital, LLC | 0.00% | Reduce -6.1% | 20,141 | $107K |
| Sigma Planning Corp | 0.00% | Add +1.1% | 19,820 | $105K |
| Ameritas Advisory Services, LLC | 0.01% | Add +79.2% | 19,010 | $101K |
| Mgo One Seven LLC | 0.00% | Add +9.9% | 18,336 | $97K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -4.8% | 16,538 | $87K |
| Fiduciary Group, LLC | 0.01% | Add +6.5% | 15,953 | $84K |
| Occidental Asset Management, LLC | 0.01% | Reduce -11.4% | 15,844 | $84K |
| Private Advisor Group, LLC | 0.00% | No change | 14,953 | $79K |
| Holistic Financial Partners | 0.03% | No change | 14,440 | $76K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 14,436 | $76K |
| Level Four Advisory Services, LLC | 0.00% | Reduce -35.9% | 14,409 | $76K |
| Good Life Advisors, LLC | 0.00% | Reduce -0.4% | 14,181 | $75K |
| Leo Wealth, LLC | 0.01% | Add +3.6% | 13,981 | $74K |
| One Capital Management, LLC | 0.00% | No change | 13,552 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.9% | 13,104 | $69K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -7.4% | 12,982 | $69K |
| AE Wealth Management LLC | 0.00% | New | 12,700 | $67K |
| Leavell Investment Management, Inc. | 0.00% | No change | 12,500 | $66K |
| Sowell Financial Services LLC | 0.00% | Reduce -55.8% | 11,798 | $62K |
| Highland Financial Advisors, LLC | 0.02% | New | 11,600 | $61K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 10,447 | $55K |
| Centurion Wealth Management LLC | 0.02% | No change | 10,295 | $54K |
| Stephens Inc. | 0.00% | Reduce -2.6% | 10,278 | $54K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 10,000 | $53K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 8,360 | $44K |
| Nova Wealth Management, Inc. | 0.03% | No change | 7,897 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 7,766 | $41K |
| Atticus Wealth Management, LLC | 0.01% | Add +41.0% | 7,340 | $39K |
| WPG Advisers, LLC | 0.03% | Reduce -30.7% | 7,261 | $38K |
| Larson Financial Group LLC | 0.00% | No change | 6,000 | $32K |
| Ameriflex Group, Inc. | 0.01% | Reduce -85.3% | 4,200 | $22K |
| Cwm, LLC | 0.00% | No change | 3,621 | $19K |
| Blume Capital Management, Inc. | 0.00% | No change | 3,000 | $16K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 2,823 | $15K |
| Colonial Trust Advisors | 0.00% | New | 2,750 | $15K |
| Aventura Private Wealth, LLC | 0.01% | No change | 2,208 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,153 | $11K |
| Kozak & Associates, Inc. | 0.00% | New | 1,931 | $10K |
| Allworth Financial LP | 0.00% | Add +3073.7% | 1,809 | $10K |
"% 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.