IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

127 hedge funds and large institutions have $305M invested in CBRE Global Real Estate Income Fund in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
42
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.1M
2
AAM
2
Advisors Asset Management
Colorado
$14.7M
3
Bank of America
3
Bank of America
North Carolina
$30.7M
4
Ameriprise
4
Ameriprise
Minnesota
$6.5M
5
Wells Fargo
5
Wells Fargo
California
$25.2M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$1.76M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$4.22M
4
MGWM
4
Marks Group Wealth Management
Minnesota
$0
5
RJA
5
Raymond James & Associates
Florida
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$1.43M 146,323 -2,772 -2%
SC
27
Stolper & Co
Oklahoma
$1.41M 144,309 +6,040 +4%
COCM
28
Charter Oak Capital Management
New Hampshire
$1.29M 131,912 +91 +0.1%
CFG
29
Cooper Financial Group
California
$1.24M 126,648 +4,283 +4%
GEM
30
Global Endowment Management
North Carolina
$1.18M 120,000 – –
FAIM
31
Financial Advocates Investment Management
Washington
$1.1M 111,973 +6,261 +6%
1WA
32
180 Wealth Advisors
Washington
$1.09M 128,674 -1,471 -1%
OPS
33
Orion Portfolio Solutions
Nebraska
$984K 100,548 -691 -0.7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$980K 100,058 +8,202 +9%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$952K 97,290 +17,179 +21%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$909K 92,842 -5,755 -6%
Cerity Partners
37
Cerity Partners
New York
$906K 92,570 – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$854K 87,313 +8,646 +11%
CAN
39
Claraphi Advisory Network
United States
$824K 84,213 +3,017 +4%
EDRIA
40
Edmonds Duncan Registered Investment Advisors
Kansas
$795K 87,576 +5,488 +7%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$757K 77,308 -1,485 -2%
SFS
42
Shaker Financial Services
Virginia
$692K 70,690 -38,180 -35%
DAS
43
Dynamic Advisor Solutions
Arizona
$676K 69,049 -1,669 -2%
TCA
44
Transcend Capital Advisors
New Jersey
$666K 68,023 +69 +0.1%
MC
45
Moors & Cabot
Massachusetts
$631K 64,499 -380 -0.6%
GC
46
Guggenheim Capital
Illinois
$620K 63,333 +35,290 +126%
AWM
47
Axxcess Wealth Management
California
$570K 58,237 +58,237 New
LOPW
48
Live Oak Private Wealth
North Carolina
$537K 54,884 – –
BC
49
Burney Company
Virginia
$518K 52,914 +1,943 +4%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$517K 52,806 -8,107 -13%
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