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Cbre GBL Real Estate Inc FD

CUSIP: 12504G878 | 37 institutional holders

Quarters

Q3 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFirst Trust Portfolios L.P.2,764,3965.5%New 5%+ stakeSep 30, 2026No 13F filer matched
13GFirst Trust Portfolios L.P.2,764,396
5.5% of class · Sep 30, 2026

Institutional Holders — Q3 2026

Flagship Harbor Advisors, LLC795,433
0.3% of portfolio›$9.4M
LPL Financial LLC373,776
0.0% of portfolio›$4.4M
J.W. Cole Advisors, Inc.125,873
0.0% of portfolio›$1.5M
Roman Butler Fullerton & Co95,859
0.2% of portfolio›$1.1M
Tennessee Valley Asset Management Partners85,751
0.1% of portfolio›$1.0M
Rayburn West Financial Services LLC58,016
0.4% of portfolio›$682.3K
Investment Partners Asset Management, Inc.47,813
0.3% of portfolio›$562.3K
Fifth Third Bancorp42,804
0.0% of portfolio›$503.4K
Merit Financial Group, LLC35,596
0.0% of portfolio›$418.6K
Samalin Investment Counsel, LLC34,330
0.1% of portfolio›$403.7K
Cambridge Investment Research Advisors, Inc.25,487
0.0% of portfolio›$300
Moors & Cabot, Inc.23,662
0.0% of portfolio›$278.3K
NWF Advisory Services Inc.22,461
0.0% of portfolio›$264.1K
Live Oak Private Wealth LLC18,294
0.0% of portfolio›$215.1K
SeaCrest Wealth Management, LLC15,784
0.0% of portfolio›$185.6K
Choreo, LLC15,418
0.0% of portfolio›$181.3K
Quattro Financial Advisors LLC13,430
0.0% of portfolio›$157.9K
Wealth Enhancement Advisory Services, LLC12,943
0.0% of portfolio›$143.3K
Eclectic Associates Inc12,933
0.0% of portfolio›$152.1K
StoneX Group Inc.12,831
0.0% of portfolio›$150.9K
Commonwealth Equity Services, LLC12,335
0.0% of portfolio›$145.1K
Concurrent Investment Advisors, LLC10,239
0.0% of portfolio›$120.4K
Accredited Investor Services, LLC10,120
0.1% of portfolio›$119.0K
Pinnacle Wealth Planning Services, Inc.4,429
0.0% of portfolio›$52.1K
WPG Advisers, LLC2,218
0.0% of portfolio›$26.1K
Larson Financial Group LLC2,022
0.0% of portfolio›$23.8K
Parallel Advisors, LLC1,710
0.0% of portfolio›$20.1K
PNC Financial Services Group, Inc.1,470
0.0% of portfolio›$17.3K
Blume Capital Management, Inc.1,000
0.0% of portfolio›$11.8K
Tsfg, LLC500
0.0% of portfolio›$6
Creative Financial Designs Inc437
0.0% of portfolio›$5.1K
TD Waterhouse Canada Inc.366
0.0% of portfolio›$4.2K
Farther Finance Advisors, LLC363
0.0% of portfolio›$4.3K
Highline Wealth Partners LLC333
0.0% of portfolio›$3.9K
Hazlett, Burt & Watson, Inc.333
0.0% of portfolio›$4
Golden State Wealth Management, LLC300
0.0% of portfolio›$3.5K
Glass Jacobson Investment Advisors llc1
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Flagship Harbor Advisors, LLC
795,433$9.4M0.3%ETFMediumBoston, MA2026-10-26
LPL Financial LLC
373,776$4.4M0.0%IndexVery LowFort Mill, SC2026-11-06
J.W. Cole Advisors, Inc.
125,873$1.5M0.0%IndexLowTampa, FL2026-11-05
Roman Butler Fullerton & Co
95,859$1.1M0.2%GrowthMediumSt Louis, MO2026-10-27
Tennessee Valley Asset Management Partners
85,751$1.0M0.1%ETFLowKnoxville, TN2026-11-03
Rayburn West Financial Services LLC
58,016$682.3K0.4%ValueLowNashville, TN2026-11-03
Investment Partners Asset Management, Inc.
47,813$562.3K0.3%CoreLowMetuchen, NJ2026-10-09
Fifth Third Bancorp
42,804$503.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Merit Financial Group, LLC
35,596$418.6K0.0%ETFLowAlpharetta, GA2026-11-06
Samalin Investment Counsel, LLC
34,330$403.7K0.1%YieldMediumChappaqua, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
25,487$3000.0%ETFLowFairfield, IA2026-11-02
Moors & Cabot, Inc.
23,662$278.3K0.0%CoreLowBoston, MA2026-11-06
NWF Advisory Services Inc.
22,461$264.1K0.0%GARPLowLos Angeles, CA2026-10-19
Live Oak Private Wealth LLC
18,294$215.1K0.0%ValueLowWilmington, NC2026-11-02
SeaCrest Wealth Management, LLC
15,784$185.6K0.0%GrowthLowPurchase, NY2026-10-21
Choreo, LLC
15,418$181.3K0.0%IndexLowRockford, IL2026-10-28
Quattro Financial Advisors LLC
13,430$157.9K0.0%ETFMediumMontgomery, TX2026-10-15
Wealth Enhancement Advisory Services, LLC
12,943$143.3K0.0%CoreLowPlymouth, MN2026-10-13
Eclectic Associates Inc
12,933$152.1K0.0%ETFVery LowFullerton, CA2026-10-09
StoneX Group Inc.
12,831$150.9K0.0%ETFMediumNew York, NY2026-11-03
Commonwealth Equity Services, LLC
12,335$145.1K0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
10,239$120.4K0.0%GrowthMediumTampa, FL2026-10-16
Accredited Investor Services, LLC
10,120$119.0K0.1%ETFVery LowSt. Cloud, MN2026-10-22
Pinnacle Wealth Planning Services, Inc.
4,429$52.1K0.0%GARPLowMansfield, OH2026-10-27
WPG Advisers, LLC
2,218$26.1K0.0%CoreLowBaltimore, MD2026-10-27
Larson Financial Group LLC
2,022$23.8K0.0%GrowthLowSt Louis, MO2026-11-05
Parallel Advisors, LLC
1,710$20.1K0.0%IndexLowSan Francisco, CA2026-11-03
PNC Financial Services Group, Inc.
1,470$17.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Blume Capital Management, Inc.
1,000$11.8K0.0%CoreMediumBerkeley, CA2026-10-26
Tsfg, LLC
500$60.0%ETFLowLake Forest, IL2026-10-23
Creative Financial Designs Inc
437$5.1K0.0%ETFMediumKokomo, IN2026-11-04
TD Waterhouse Canada Inc.
366$4.2K0.0%CoreLowToronto, Australia2026-10-16
Farther Finance Advisors, LLC
363$4.3K0.0%IndexLowSan Francisco, CA2026-10-08
Highline Wealth Partners LLC
333$3.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Hazlett, Burt & Watson, Inc.
333$40.0%CoreVery LowWheeling, WV2026-11-04
Golden State Wealth Management, LLC
300$3.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Glass Jacobson Investment Advisors llc
1$120.0%ETFLowOwings Mills, MD2026-10-26
New 5%+ stake
No 13F filer matched