CBRE GBL Real Estate Inc. FD
13F holders, Q3 2025 (September 30)116holders −1
18new positions
15sold out
1famous investor
$5.14avg. 13F price*
At the end of Q3 2025, 116 institutions reported holding CBRE GBL Real Estate Inc. FD in their 13F filings, down 1 from Q2 2025. 18 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($54.7M), UBS Group AG ($28.4M) and Flagship Harbor Advisors, LLC ($10.1M). One famous investor held it Israel Englander (0.0% of Millennium Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.7M |
| Exits | 15 | $22.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,276,284 shares bought and 4,781,100 shares sold, net −2,504,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Morgan Stanley | 0.00% | Add +1.5% | 10,641,574 | $54.7M |
| UBS Group AG | 0.01% | Add +3.4% | 5,530,237 | $28.4M |
| Flagship Harbor Advisors, LLC | 0.44% | Add +2.5% | 1,965,106 | $10.1M |
| Bank of America Corp. | 0.00% | Add +3.4% | 1,907,673 | $9.8M |
| Wells Fargo & Company | 0.00% | Add +18.3% | 1,876,260 | $9.6M |
| LPL Financial LLC | 0.00% | Add +14.1% | 1,076,351 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +7.3% | 1,014,553 | $5.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +11.8% | 643,654 | $3.3M |
| Pacific Wealth Strategies Group, Inc. | 1.88% | Reduce -6.6% | 593,217 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +13.9% | 546,655 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 521,009 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.5% | 446,803 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 384,033 | $2.0M |
| WealthTrust Axiom LLC | 0.46% | Reduce -5.5% | 333,500 | $1.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.33% | Add +4.2% | 304,025 | $1.6M |
| Millennium Management | 0.00% | New | 298,000 | $1.5M |
| Roman Butler Fullerton & Co. | 0.35% | Add +5.0% | 270,314 | $1.3M |
| Cooper Financial Group | 0.14% | Add +3.3% | 243,804 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 216,537 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 216,300 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.8% | 191,643 | $985K |
| Guggenheim Capital LLC | 0.01% | Add +179.5% | 179,458 | $922K |
| 180 Wealth Advisors, LLC | 0.11% | Add +5.9% | 175,170 | $900K |
| Investment Partners Asset Management, Inc. | 0.54% | Reduce -8.1% | 159,051 | $818K |
| Raymond James Financial Inc. | 0.00% | Reduce -20.3% | 132,700 | $682K |
| Tennessee Valley Asset Management Partners | 0.09% | New | 128,995 | $663K |
| Jane Street Group, LLC | 0.00% | New | 126,710 | $651K |
| Advisors Asset Management, Inc. | 0.01% | Add +0.2% | 121,417 | $624K |
| IHT Wealth Management, LLC | 0.01% | No change | 97,489 | $501K |
| Compound Planning, Inc. | 0.02% | Reduce -6.1% | 94,618 | $486K |
| Samalin Investment Counsel, LLC | 0.17% | Add +3.7% | 93,407 | $480K |
| Sunpointe, LLC | 0.16% | No change | 84,900 | $436K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.1% | 78,646 | $404K |
| Moors & Cabot, Inc. | 0.02% | Add +2.4% | 74,846 | $385K |
| Mariner, LLC | 0.00% | Reduce -16.1% | 71,619 | $368K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.7% | 71,146 | $366K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 68,281 | $350K |
| Choreo, LLC | 0.00% | Reduce -14.4% | 65,320 | $336K |
| National Bank of Canada | 0.00% | Add +8.8% | 60,734 | $311K |
| Live Oak Private Wealth LLC | 0.04% | No change | 54,884 | $282K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.7% | 54,156 | $278K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.4% | 53,323 | $274K |
| NWF Advisory Services Inc. | 0.03% | Reduce -80.5% | 53,200 | $273K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +9.1% | 46,193 | $237K |
| Alteri Wealth LLC | 0.08% | Reduce -11.8% | 43,488 | $224K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +75.4% | 43,152 | $222K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 42,442 | $218K |
| Park Avenue Securities LLC | 0.00% | Add +1.6% | 42,049 | $216K |
| Quattro Financial Advisors LLC | 0.07% | No change | 40,291 | $207K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 38,478 | $198K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 36,662 | $188K |
| Comerica Bank | 0.00% | Reduce -5.1% | 29,749 | $153K |
| Ameriflex Group, Inc. | 0.05% | Add +552.4% | 27,400 | $141K |
| Stonegate Investment Group, LLC | 0.00% | New | 26,250 | $135K |
| Leavell Investment Management, Inc. | 0.01% | Add +104.0% | 25,500 | $131K |
| Global Retirement Partners, LLC | 0.00% | Add +12.7% | 25,114 | $129K |
| Corient Private Wealth LP | 0.00% | New | 21,000 | $108K |
| Sigma Planning Corp | 0.00% | Add +0.7% | 19,962 | $103K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.0% | 19,113 | $98K |
| Captrust Financial Advisors | 0.00% | Reduce -52.5% | 18,957 | $97K |
| Burney Co./ | 0.00% | Reduce -25.6% | 18,927 | $97K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.8% | 16,669 | $86K |
| Fiduciary Group, LLC | 0.01% | No change | 15,953 | $82K |
| Occidental Asset Management, LLC | 0.01% | Reduce -0.5% | 15,773 | $81K |
| Stephens Inc. | 0.00% | Add +46.7% | 15,078 | $78K |
| Alterna Wealth Management, Inc. | 0.06% | Reduce -33.9% | 14,842 | $76K |
| One Capital Management, LLC | 0.00% | Add +8.0% | 14,642 | $75K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.6% | 14,622 | $75K |
| AE Wealth Management LLC | 0.00% | Add +14.2% | 14,500 | $75K |
| Leo Wealth, LLC | 0.01% | Add +3.6% | 14,491 | $74K |
| D.A. Davidson & Co. | 0.00% | New | 14,445 | $74K |
| Holistic Financial Partners | 0.03% | No change | 14,440 | $74K |
| Nations Financial Group Inc, /Ia/ | 0.00% | Reduce -0.2% | 14,411 | $74K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.9% | 14,215 | $73K |
| Mgo One Seven LLC | 0.00% | Reduce -23.5% | 14,022 | $72K |
| Level Four Advisory Services, LLC | 0.00% | Reduce -12.0% | 12,680 | $65K |
| Balboa Wealth Partners | 0.01% | New | 12,617 | $65K |
| Creative Planning | 0.00% | New | 12,532 | $64K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 12,048 | $62K |
| Sowell Financial Services LLC | 0.00% | Add +1.8% | 12,007 | $62K |
| Baird Financial Group, Inc. | 0.00% | Reduce -80.3% | 11,966 | $62K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 10,447 | $54K |
| Centurion Wealth Management LLC | 0.01% | No change | 10,295 | $53K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -51.8% | 10,169 | $52K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 10,000 | $51K |
| US Bancorp \de | 0.00% | Reduce -79.9% | 9,074 | $47K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 8,360 | $43K |
| Nova Wealth Management, Inc. | 0.03% | No change | 7,897 | $41K |
| WPG Advisers, LLC | 0.03% | Add +0.4% | 7,288 | $37K |
| Root Financial Partners, LLC | 0.00% | New | 6,543 | $34K |
| Larson Financial Group LLC | 0.00% | No change | 6,000 | $31K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -68.7% | 5,960 | $31K |
| Parallel Advisors, LLC | 0.00% | New | 3,844 | $20K |
| Blume Capital Management, Inc. | 0.00% | No change | 3,000 | $15K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 2,823 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,153 | $11K |
| J.Safra Asset Management Corp | 0.00% | New | 2,000 | $10K |
| Allworth Financial LP | 0.00% | Add +1.2% | 1,830 | $9K |
| Tsfg, LLC | 0.00% | No change | 1,500 | $8K |
| Arax Advisory Partners | 0.00% | New | 1,500 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,315 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -31.7% | 1,076 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 1,000 | $5K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 1,000 | $5K |
| Cwm, LLC | 0.00% | Reduce -70.7% | 1,062 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 900 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 542 | $3K |
| Spire Wealth Management | 0.00% | No change | 523 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 400 | $2K |
| MAI Capital Management | 0.00% | Reduce -77.0% | 296 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +3.5% | 180 | $926 |
| Assetmark, Inc. | 0.00% | No change | 144 | $740 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.1% | 22 | $113 |
| Whittier Trust Co. | 0.00% | No change | 5 | $26 |
| Citigroup Inc. | 0.00% | No change | 2 | $10 |
"% 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.