CBRE GBL Real Estate Inc. FD
13F holders, Q1 2026 (March 31)125holders −7
13new positions
19sold out
1famous investor
$4.40avg. 13F price*
At the end of Q1 2026, 125 institutions reported holding CBRE GBL Real Estate Inc. FD in their 13F filings, down 7 from Q4 2025. 13 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($38.9M), UBS Group AG ($24.8M) and Penserra Capital Management LLC ($18.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $19.2M |
| Exits | 19 | $16.4M |
All 13F filers, Q4 2025 → Q1 2026: 6,056,429 shares bought and 7,024,372 shares sold, net −967,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Morgan Stanley | 0.00% | Reduce -9.2% | 8,860,374 | $38.9M |
| UBS Group AG | 0.00% | Reduce -2.8% | 5,650,991 | $24.8M |
| Penserra Capital Management LLC | 0.21% | New | 4,120,579 | $18.1M |
| Wells Fargo & Company | 0.00% | Add +29.4% | 2,905,991 | $12.8M |
| Flagship Harbor Advisors, LLC | 0.43% | Add +12.8% | 2,234,353 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -13.4% | 1,789,847 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 1,275,264 | $5.6M |
| LPL Financial LLC | 0.00% | Add +1.9% | 1,133,650 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +46.1% | 814,725 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +17.8% | 768,673 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Add +8.0% | 406,489 | $1.8M |
| WealthTrust Axiom LLC | 0.39% | Add +8.0% | 356,578 | $1.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.31% | Add +8.2% | 344,166 | $1.5M |
| Roman Butler Fullerton & Co. | 0.35% | Add +1.9% | 276,840 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.15% | Add +36.8% | 262,652 | $1.2M |
| Cooper Financial Group | 0.12% | Add +3.9% | 261,404 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 230,262 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +19.9% | 226,645 | $995K |
| 180 Wealth Advisors, LLC | 0.11% | Add +10.8% | 220,375 | $967K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.3% | 212,689 | $934K |
| Stifel Financial Corp. | 0.00% | Reduce -11.1% | 169,917 | $746K |
| Rayburn West Financial Services LLC | 0.42% | Add +4.5% | 161,570 | $709K |
| Investment Partners Asset Management, Inc. | 0.41% | Reduce -17.6% | 152,845 | $671K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.0% | 151,507 | $665K |
| Mariner, LLC | 0.00% | Reduce -7.2% | 126,573 | $551K |
| Readystate Asset Management LP | 0.05% | Reduce -92.5% | 102,908 | $452K |
| GFS Advisors, LLC | 0.03% | New | 6,769 | $424K |
| Samalin Investment Counsel, LLC | 0.15% | Add +7.2% | 96,086 | $422K |
| IHT Wealth Management, LLC | 0.01% | No change | 92,978 | $408K |
| NWF Advisory Services Inc. | 0.04% | Add +32.1% | 82,300 | $361K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.5% | 75,034 | $329K |
| Compound Planning, Inc. | 0.01% | Reduce -2.0% | 73,405 | $322K |
| Merit Financial Group, LLC | 0.00% | Reduce -9.6% | 71,206 | $313K |
| Fifth Third Bancorp | 0.00% | Add +2205.3% | 69,158 | $304K |
| Virtu Financial LLC | 0.01% | Add +85.1% | 68,930 | $303K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 61,683 | $271K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.4% | 60,358 | $267K |
| XTX Topco Ltd | 0.00% | Reduce -28.0% | 57,055 | $250K |
| Choreo, LLC | 0.00% | Reduce -18.0% | 56,184 | $247K |
| Live Oak Private Wealth LLC | 0.03% | No change | 54,884 | $241K |
| Sunpointe, LLC | 0.08% | Reduce -21.6% | 52,575 | $231K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -89.9% | 50,154 | $220K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.0% | 50,158 | $220K |
| Z3 Capital Partners, LLC | 0.06% | No change | 50,085 | $220K |
| Alteri Wealth LLC | 0.06% | Add +26.0% | 44,717 | $196K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -4.6% | 44,030 | $193K |
| Eclectic Associates Inc. | 0.02% | Add +73.6% | 41,698 | $183K |
| Quattro Financial Advisors LLC | 0.05% | No change | 40,291 | $177K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.2% | 39,097 | $172K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.2% | 37,561 | $165K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.9% | 35,249 | $155K |
| Accredited Investor Services, LLC | 0.09% | New | 32,431 | $142K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -16.7% | 30,938 | $136K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -16.7% | 30,938 | $136K |
| Leavell Investment Management, Inc. | 0.01% | Add +15.7% | 29,500 | $130K |
| Integrity Wealth Partners, LLC | 0.12% | — | 29,386 | $129K |
| Balyasny Asset Management L.P. | 0.00% | New | 29,131 | $128K |
| Park Avenue Securities LLC | 0.00% | Reduce -16.1% | 28,694 | $126K |
| Indivisible Partners | 0.01% | Add +120.2% | 26,744 | $117K |
| Citadel Advisors | 0.00% | New | 25,321 | $111K |
| Envestnet Asset Management Inc. | 0.00% | Add +25.7% | 24,587 | $108K |
| Boothbay Fund Management, LLC | 0.00% | Add +105.8% | 22,397 | $98K |
| Corient Private Wealth LP | 0.00% | Add +0.4% | 21,090 | $92K |
| Sigma Planning Corp | 0.00% | Add +0.6% | 20,041 | $88K |
| Captrust Financial Advisors | 0.00% | No change | 18,957 | $83K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.5% | 18,500 | $81K |
| Decision Investments, Inc. | 0.09% | Reduce -11.0% | 17,720 | $78K |
| Burney Co./ | 0.00% | No change | 17,639 | $77K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.9% | 17,245 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.8% | 17,072 | $75K |
| Fiduciary Group, LLC | 0.01% | No change | 15,953 | $70K |
| Kovack Advisors, Inc. | 0.00% | Add +1.4% | 15,324 | $67K |
| CENTRAL TRUST Co | 0.00% | New | 15,278 | $67K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -27.3% | 15,138 | $66K |
| One Capital Management, LLC | 0.00% | No change | 14,642 | $64K |
| AE Wealth Management LLC | 0.00% | No change | 14,500 | $64K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +12.6% | 14,483 | $64K |
| Holistic Financial Partners | 0.02% | No change | 14,440 | $63K |
| Nations Financial Group Inc, /Ia/ | 0.00% | No change | 14,411 | $63K |
| Creative Planning | 0.00% | Reduce -23.5% | 14,342 | $63K |
| Occidental Asset Management, LLC | 0.01% | Reduce -17.6% | 13,824 | $61K |
| Ameriflex Group, Inc. | 0.03% | No change | 13,700 | $60K |
| Summit Financial, LLC | 0.00% | New | 13,087 | $57K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +2.5% | 13,073 | $57K |
| Oppenheimer & Co. Inc. | 0.00% | New | 12,009 | $53K |
| Sowell Financial Services LLC | 0.00% | Add +1.9% | 11,998 | $53K |
| Private Advisor Group, LLC | 0.00% | Reduce -15.8% | 11,661 | $51K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 10,000 | $48K |
| Fifth Third Wealth Advisors LLC | 0.00% | No change | 10,791 | $47K |
| Focus Partners Wealth | 0.00% | New | 10,517 | $46K |
| PFG Investments, LLC | 0.00% | Add +2.8% | 10,396 | $46K |
| US Bancorp \de | 0.00% | Add +56.8% | 10,369 | $46K |
| Stephens Inc. | 0.00% | No change | 10,278 | $45K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.9% | 10,154 | $45K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 10,447 | $44K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 8,360 | $37K |
| Nova Wealth Management, Inc. | 0.02% | No change | 7,897 | $35K |
| WPG Advisers, LLC | 0.02% | Reduce -12.6% | 6,709 | $29K |
| Larson Financial Group LLC | 0.00% | Add +1.4% | 6,084 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.8% | 5,034 | $22K |
"% 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.