IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

124 hedge funds and large institutions have $209M invested in CBRE Global Real Estate Income Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 19 closing their positions.

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
41
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$10.2M
2
1CP
2
1607 Capital Partners
Virginia
$14.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.9M
4
PPA
4
Parametric Portfolio Associates
Washington
$18.6M
5
C
5
Certuity
Florida
$757K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$13.4M
2
WAM
2
Wolverine Asset Management
Illinois
$2.03M
3
SC
3
Scotia Capital
Ontario, Canada
$0
4
EDRIA
4
Edmonds Duncan Registered Investment Advisors
Kansas
$406K
5
Wells Fargo
5
Wells Fargo
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.43M +$63.8K +9,280 +5%
GEM
27
Global Endowment Management
North Carolina
$1.38M +$557K +81,000 +68%
SIC
28
Samalin Investment Counsel
New York
$1.32M -$78.8K -11,444 -6%
SI
29
Stephens Inc
Arkansas
$1.13M +$47.6K +6,921 +4%
PVWM
30
Point View Wealth Management
New Jersey
$1.12M +$67K +9,735 +6%
RBFC
31
Roman Butler Fullerton & Co
Missouri
$1.1M +$148K +21,442 +16%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.06M +$16.8K +2,447 +2%
Cohen & Steers
33
Cohen & Steers
New York
$1.06M +$338K +49,069 +47%
MGWM
34
Marks Group Wealth Management
Minnesota
$1.01M – – –
1WA
35
180 Wealth Advisors
Washington
$923K +$11.8K +1,719 +1%
COCM
36
Charter Oak Capital Management
New Hampshire
$891K +$891K +129,544 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$835K +$130K +18,891 +18%
LCM
38
Landscape Capital Management
New Jersey
$834K -$163K -23,660 -16%
OPS
39
Orion Portfolio Solutions
Nebraska
$829K -$161K -23,465 -16%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$779K -$78.5K -11,410 -9%
C
41
Certuity
Florida
$757K +$757K +110,022 New
SFS
42
Shaker Financial Services
Virginia
$741K -$281K -40,877 -28%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$712K +$79.5K +11,544 +13%
CFG
44
Cooper Financial Group
California
$699K +$29K +4,210 +4%
FAIM
45
Financial Advocates Investment Management
Washington
$675K -$52.8K -7,682 -7%
BC
46
Burney Company
Virginia
$655K -$305K -44,414 -32%
CAN
47
Claraphi Advisory Network
United States
$590K +$35.3K +5,125 +6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$584K -$46.4K -6,755 -7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$581K -$168K -24,360 -22%
TCA
50
Transcend Capital Advisors
New Jersey
$515K +$515K +74,824 New
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