CBRE GBL Real Estate Inc. FD
13F holders, Q4 2025 (December 31)132holders +16
26new positions
16sold out
1famous investor
$4.39avg. 13F price*
At the end of Q4 2025, 132 institutions reported holding CBRE GBL Real Estate Inc. FD in their 13F filings, up 16 from Q3 2025. 26 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($42.7M), UBS Group AG ($25.5M) and Wells Fargo & Company ($9.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $21.1M |
| Exits | 16 | $3.9M |
All 13F filers, Q3 2025 → Q4 2025: 6,566,991 shares bought and 2,484,169 shares sold, net +4,082,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Morgan Stanley | 0.00% | Reduce -8.3% | 9,757,644 | $42.7M |
| UBS Group AG | 0.01% | Add +5.2% | 5,814,985 | $25.5M |
| Wells Fargo & Company | 0.00% | Add +19.7% | 2,246,044 | $9.8M |
| Bank of America Corp. | 0.00% | Add +8.4% | 2,067,222 | $9.1M |
| Flagship Harbor Advisors, LLC | 0.41% | Add +0.8% | 1,981,572 | $8.7M |
| Absolute Investment Advisers, LLC | 0.70% | New | 1,333,225 | $6.1M |
| Readystate Asset Management LP | 0.46% | New | 1,373,359 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +22.1% | 1,239,252 | $5.4M |
| LPL Financial LLC | 0.00% | Add +3.3% | 1,111,934 | $4.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.4% | 652,516 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 557,732 | $2.4M |
| Wolverine Asset Management LLC | 0.14% | New | 537,473 | $2.4M |
| Landscape Capital Management, L.L.C. | 0.15% | New | 498,173 | $2.2M |
| Quarry LP | 0.33% | New | 445,498 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -3.5% | 431,008 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +215.4% | 399,602 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.8% | 376,233 | $1.6M |
| WealthTrust Axiom LLC | 0.37% | Reduce -1.0% | 330,238 | $1.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.29% | Add +4.6% | 318,080 | $1.4M |
| Roman Butler Fullerton & Co. | 0.33% | Add +0.5% | 271,558 | $1.3M |
| Cooper Financial Group | 0.12% | Add +3.2% | 251,627 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -40.4% | 228,752 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Add +20.0% | 215,384 | $943K |
| 180 Wealth Advisors, LLC | 0.10% | Add +13.5% | 198,857 | $871K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +48.8% | 191,999 | $841K |
| Stifel Financial Corp. | 0.00% | Reduce -11.8% | 191,071 | $837K |
| Raymond James Financial Inc. | 0.00% | Add +42.5% | 189,078 | $828K |
| Investment Partners Asset Management, Inc. | 0.51% | Add +16.7% | 185,603 | $813K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.8% | 182,546 | $800K |
| Millennium Management | 0.00% | Reduce -44.6% | 165,224 | $724K |
| Rayburn West Financial Services LLC | 0.42% | — | 154,570 | $677K |
| Mariner, LLC | 0.00% | Add +90.4% | 136,365 | $597K |
| Shaker Financial Services, LLC | 0.14% | New | 101,282 | $444K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -19.0% | 98,381 | $431K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.6% | 92,978 | $407K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -4.0% | 89,661 | $393K |
| XTX Topco Ltd | 0.01% | New | 79,220 | $347K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 78,727 | $345K |
| Moors & Cabot, Inc. | 0.01% | Add +2.8% | 76,928 | $337K |
| Compound Planning, Inc. | 0.01% | Reduce -20.9% | 74,881 | $328K |
| Global Retirement Partners, LLC | 0.01% | Add +191.5% | 73,204 | $321K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.8% | 71,859 | $315K |
| Choreo, LLC | 0.00% | Add +4.9% | 68,525 | $306K |
| Comerica Bank | 0.00% | Add +126.4% | 67,352 | $295K |
| Sunpointe, LLC | 0.10% | Reduce -21.0% | 67,075 | $294K |
| Prosperity Wealth Management, Inc. | 0.09% | New | 62,543 | $274K |
| NWF Advisory Services Inc. | 0.03% | Add +17.1% | 62,300 | $273K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.5% | 60,007 | $263K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.3% | 57,835 | $263K |
| Live Oak Private Wealth LLC | 0.03% | No change | 54,884 | $240K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.5% | 52,801 | $231K |
| Z3 Capital Partners, LLC | 0.05% | — | 50,085 | $219K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -0.1% | 46,141 | $211K |
| Alpine Global Management, LLC | 0.05% | New | 44,729 | $196K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -38.5% | 43,792 | $192K |
| Two Sigma Securities, LLC | 0.03% | New | 42,884 | $188K |
| Quattro Financial Advisors LLC | 0.05% | No change | 40,291 | $176K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.7% | 39,174 | $172K |
| Marex Group Ltd | 0.00% | New | 39,010 | $171K |
| Virtu Financial LLC | 0.01% | New | 37,242 | $163K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -3.5% | 37,138 | $163K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 37,138 | $163K |
| EP Wealth Advisors, LLC | 0.00% | — | 36,671 | $161K |
| Alteri Wealth LLC | 0.05% | Reduce -18.4% | 35,488 | $155K |
| Park Avenue Securities LLC | 0.00% | Reduce -18.7% | 34,192 | $150K |
| Leavell Investment Management, Inc. | 0.00% | No change | 25,500 | $112K |
| Eclectic Associates Inc. | 0.02% | New | 24,019 | $105K |
| Corient Private Wealth LP | 0.00% | No change | 21,000 | $92K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 20,825 | $91K |
| Decision Investments, Inc. | 0.10% | — | 19,920 | $87K |
| Sigma Planning Corp | 0.00% | Reduce -0.2% | 19,920 | $87K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 19,558 | $86K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -56.0% | 18,968 | $83K |
| Captrust Financial Advisors | 0.00% | No change | 18,957 | $83K |
| Creative Planning | 0.00% | Add +49.5% | 18,737 | $82K |
| D.A. Davidson & Co. | 0.00% | Add +24.2% | 17,945 | $79K |
| Burney Co./ | 0.00% | Reduce -6.8% | 17,639 | $77K |
| Occidental Asset Management, LLC | 0.01% | Add +6.3% | 16,771 | $73K |
| Fiduciary Group, LLC | 0.01% | No change | 15,953 | $70K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -7.8% | 15,375 | $67K |
| Kovack Advisors, Inc. | 0.00% | New | 15,115 | $66K |
| One Capital Management, LLC | 0.00% | No change | 14,642 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 14,622 | $64K |
| StoneX Group Inc. | 0.00% | New | 14,593 | $64K |
| AE Wealth Management LLC | 0.00% | No change | 14,500 | $64K |
| Holistic Financial Partners | 0.02% | No change | 14,440 | $63K |
| Nations Financial Group Inc, /Ia/ | 0.00% | No change | 14,411 | $63K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.5% | 13,852 | $61K |
| Ameriflex Group, Inc. | 0.03% | Reduce -50.0% | 13,700 | $60K |
| Integrity Advisory Solutions, LLC | 0.01% | New | 12,866 | $56K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +5.8% | 12,752 | $56K |
| Indivisible Partners | 0.01% | — | 12,144 | $53K |
| Sowell Financial Services LLC | 0.00% | Reduce -1.9% | 11,774 | $52K |
| Boothbay Fund Management, LLC | 0.00% | New | 10,883 | $48K |
| Fifth Third Wealth Advisors LLC | 0.00% | New | 10,791 | $47K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 10,000 | $47K |
| Mgo One Seven LLC | 0.00% | Reduce -24.1% | 10,635 | $47K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 10,447 | $46K |
| Stephens Inc. | 0.00% | Reduce -31.8% | 10,278 | $45K |
| PFG Investments, LLC | 0.00% | New | 10,114 | $44K |
"% 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.