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IGR

CBRE Global Real Estate Income Fund

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.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $251M → $284M (+$32.5M)

0.07% more ownership

Funds ownership: 27.57%27.64% (+0.07%)

5% less funds holding

Funds holding: 124118 (-6)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
2.05%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$1.33M -$54.4K -6,467 -4%
MGWM
27
Marks Group Wealth Management
Minnesota
$1.29M -$1.58K -188 -0.1%
1WA
28
180 Wealth Advisors
Washington
$1.2M -$23.7K -2,814 -2%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.19M +$112K +13,301 +11%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.18M -$174K -20,691 -13%
COCM
31
Charter Oak Capital Management
New Hampshire
$1.16M +$17.4K +2,076 +2%
CFG
32
Cooper Financial Group
California
$1.06M +$5.09K +606 +0.5%
GEM
33
Global Endowment Management
North Carolina
$1.06M -$252K -30,000 -20%
FAIM
34
Financial Advocates Investment Management
Washington
$934K +$50.9K +6,058 +6%
OPS
35
Orion Portfolio Solutions
Nebraska
$900K -$59.6K -7,094 -6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$825K -$108K -12,835 -12%
Cerity Partners
37
Cerity Partners
New York
$777K +$741K +88,208 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$772K +$5.88K +700 +0.8%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$706K +$43K +5,111 +7%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$703K +$28.4K +3,382 +4%
CAN
41
Claraphi Advisory Network
United States
$701K -$3.45K -410 -0.5%
CA
42
Cornerstone Advisors
North Carolina
$689K +$657K +78,181 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$673K +$64.8K +7,714 +11%
EDRIA
44
Edmonds Duncan Registered Investment Advisors
Kansas
$659K +$105K +12,487 +20%
SC
45
Stolper & Co
Oklahoma
$627K +$1.51K +180 +0.3%
DAS
46
Dynamic Advisor Solutions
Arizona
$626K -$8.1K -964 -1%
TCA
47
Transcend Capital Advisors
New Jersey
$599K +$17.2K +2,051 +3%
MC
48
Moors & Cabot
Massachusetts
$566K -$27.5K -3,274 -5%
BC
49
Burney Company
Virginia
$540K -$190K -22,602 -27%
LOPW
50
Live Oak Private Wealth
North Carolina
$484K