IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

117 hedge funds and large institutions have $263M invested in CBRE Global Real Estate Income Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
43
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$3.88M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.7M
3
PPA
3
Parametric Portfolio Associates
Washington
$62.1M
4
AAM
4
Advisors Asset Management
Colorado
$10.8M
5
Bank of America
5
Bank of America
North Carolina
$25M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$4.74M
2
Wells Fargo
2
Wells Fargo
California
$20.8M
3
1CP
3
1607 Capital Partners
Virginia
$7.31M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.61M
5
SFS
5
Shaker Financial Services
Virginia
$910K
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.3M 155,635 +20,444 +15%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$1.25M 149,095 -1,615 -1%
MGWM
28
Marks Group Wealth Management
Minnesota
$1.23M 146,677 – –
1WA
29
180 Wealth Advisors
Washington
$1.17M 130,145 -1,371 -1%
SC
30
Stolper & Co
Oklahoma
$1.16M 138,269 +67,156 +94%
COCM
31
Charter Oak Capital Management
New Hampshire
$1.1M 131,821 +94 +0.1%
CFG
32
Cooper Financial Group
California
$1.02M 122,365 +1,675 +1%
GEM
33
Global Endowment Management
North Carolina
$1M 120,000 – –
SFS
34
Shaker Financial Services
Virginia
$910K 108,870 -96,377 -47%
FAIM
35
Financial Advocates Investment Management
Washington
$884K 105,712 -288 -0.3%
OPS
36
Orion Portfolio Solutions
Nebraska
$846K 101,239 -875 -0.9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$824K 98,597 +11,015 +13%
Cerity Partners
38
Cerity Partners
New York
$774K 92,570 +4,362 +5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$768K 91,856 -42,086 -31%
EDRIA
40
Edmonds Duncan Registered Investment Advisors
Kansas
$686K 82,088 +7,335 +10%
CAN
41
Claraphi Advisory Network
United States
$679K 81,196 +1,674 +2%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$670K 80,111 – –
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$659K 78,793 +2,435 +3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$657K 78,667 -1,224 -2%
TCA
45
Transcend Capital Advisors
New Jersey
$619K 67,954 +73 +0.1%
DAS
46
Dynamic Advisor Solutions
Arizona
$591K 70,718 -375 -0.5%
MC
47
Moors & Cabot
Massachusetts
$545K 64,879 +646 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$509K 60,913 -32,725 -35%
LOPW
49
Live Oak Private Wealth
North Carolina
$459K 54,884 – –
BC
50
Burney Company
Virginia
$426K 50,971 -10,309 -17%
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