IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

118 hedge funds and large institutions have $284M invested in CBRE Global Real Estate Income Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 21 closing their positions.

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
46
Reduced
36
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
Wells Fargo
3
Wells Fargo
California
$25.8M
4
UBS Group
4
UBS Group
Switzerland
$31.9M
5
SFS
5
Shaker Financial Services
Virginia
$1.81M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$12.5M
2
1CP
2
1607 Capital Partners
Virginia
$11.4M
3
MC
3
Matisse Capital
Oregon
$0
4
QC
4
Quantedge Capital
Singapore
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$1.33M 150,710 -6,467 -4%
MGWM
27
Marks Group Wealth Management
Minnesota
$1.29M 146,677 -188 -0.1%
1WA
28
180 Wealth Advisors
Washington
$1.2M 131,516 -2,814 -2%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.19M 135,191 +13,301 +11%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.18M 133,942 -20,691 -13%
COCM
31
Charter Oak Capital Management
New Hampshire
$1.16M 131,727 +2,076 +2%
CFG
32
Cooper Financial Group
California
$1.06M 120,690 +606 +0.5%
GEM
33
Global Endowment Management
North Carolina
$1.06M 120,000 -30,000 -20%
FAIM
34
Financial Advocates Investment Management
Washington
$934K 106,000 +6,058 +6%
OPS
35
Orion Portfolio Solutions
Nebraska
$900K 102,114 -7,094 -6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$825K 93,638 -12,835 -12%
Cerity Partners
37
Cerity Partners
New York
$777K 88,208 +88,208 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$772K 87,582 +700 +0.8%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$706K 80,111 +5,111 +7%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$703K 79,891 +3,382 +4%
CAN
41
Claraphi Advisory Network
United States
$701K 79,522 -410 -0.5%
CA
42
Cornerstone Advisors
North Carolina
$689K 78,181 +78,181 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$673K 76,358 +7,714 +11%
EDRIA
44
Edmonds Duncan Registered Investment Advisors
Kansas
$659K 74,753 +12,487 +20%
SC
45
Stolper & Co
Oklahoma
$627K 71,113 +180 +0.3%
DAS
46
Dynamic Advisor Solutions
Arizona
$626K 71,093 -964 -1%
TCA
47
Transcend Capital Advisors
New Jersey
$599K 67,881 +2,051 +3%
MC
48
Moors & Cabot
Massachusetts
$566K 64,233 -3,274 -5%
BC
49
Burney Company
Virginia
$540K 61,280 -22,602 -27%
LOPW
50
Live Oak Private Wealth
North Carolina
$484K 54,884 – –
1
2
3 4 5