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IGR

CBRE Global Real Estate Income Fund

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.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.63% less ownership

Funds ownership: 27.64%27.01% (-0.63%)

1% less funds holding

Funds holding: 118117 (-1)

7% less capital invested

Capital invested by funds: $284M → $263M (-$20.7M)

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.05%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.3M +$184K +20,444 +15%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$14.5K -1,615 -1%
MGWM
28
Marks Group Wealth Management
Minnesota
$1.23M
1WA
29
180 Wealth Advisors
Washington
$1.17M -$12.3K -1,371 -1%
SC
30
Stolper & Co
Oklahoma
$1.16M +$603K +67,156 +94%
COCM
31
Charter Oak Capital Management
New Hampshire
$1.1M +$844 +94 +0.1%
CFG
32
Cooper Financial Group
California
$1.02M +$15K +1,675 +1%
GEM
33
Global Endowment Management
North Carolina
$1M
SFS
34
Shaker Financial Services
Virginia
$910K -$865K -96,377 -47%
FAIM
35
Financial Advocates Investment Management
Washington
$884K -$2.59K -288 -0.3%
OPS
36
Orion Portfolio Solutions
Nebraska
$846K -$7.86K -875 -0.9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$824K +$98.9K +11,015 +13%
Cerity Partners
38
Cerity Partners
New York
$774K +$39.2K +4,362 +5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$768K -$378K -42,086 -31%
EDRIA
40
Edmonds Duncan Registered Investment Advisors
Kansas
$686K +$65.9K +7,335 +10%
CAN
41
Claraphi Advisory Network
United States
$679K +$15K +1,674 +2%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$670K
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$659K +$21.9K +2,435 +3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$657K -$11K -1,224 -2%
TCA
45
Transcend Capital Advisors
New Jersey
$619K +$656 +73 +0.1%
DAS
46
Dynamic Advisor Solutions
Arizona
$591K -$3.37K -375 -0.5%
MC
47
Moors & Cabot
Massachusetts
$545K +$5.8K +646 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$509K -$294K -32,725 -35%
LOPW
49
Live Oak Private Wealth
North Carolina
$459K
BC
50
Burney Company
Virginia
$426K -$92.6K -10,309 -17%