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IGR

CBRE Global Real Estate Income Fund

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.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $263M → $305M (+$41.8M)

9% more funds holding

Funds holding: 117127 (+10)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0.3% less ownership

Funds ownership: 27.01%26.71% (-0.3%)

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$1.43M -$25.3K -2,772 -2%
SC
27
Stolper & Co
Oklahoma
$1.41M +$55.1K +6,040 +4%
COCM
28
Charter Oak Capital Management
New Hampshire
$1.29M +$829 +91 +0.1%
CFG
29
Cooper Financial Group
California
$1.24M +$39K +4,283 +4%
GEM
30
Global Endowment Management
North Carolina
$1.18M
FAIM
31
Financial Advocates Investment Management
Washington
$1.1M +$57.1K +6,261 +6%
1WA
32
180 Wealth Advisors
Washington
$1.09M -$13.4K -1,471 -1%
OPS
33
Orion Portfolio Solutions
Nebraska
$984K -$6.3K -691 -0.7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$980K +$74.8K +8,202 +9%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$952K +$157K +17,179 +21%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$909K -$52.5K -5,755 -6%
Cerity Partners
37
Cerity Partners
New York
$906K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$854K +$78.8K +8,646 +11%
CAN
39
Claraphi Advisory Network
United States
$824K +$27.5K +3,017 +4%
EDRIA
40
Edmonds Duncan Registered Investment Advisors
Kansas
$795K +$50K +5,488 +7%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$757K -$13.5K -1,485 -2%
SFS
42
Shaker Financial Services
Virginia
$692K -$348K -38,180 -35%
DAS
43
Dynamic Advisor Solutions
Arizona
$676K -$15.2K -1,669 -2%
TCA
44
Transcend Capital Advisors
New Jersey
$666K +$629 +69 +0.1%
MC
45
Moors & Cabot
Massachusetts
$631K -$3.46K -380 -0.6%
GC
46
Guggenheim Capital
Illinois
$620K +$322K +35,290 +126%
AWM
47
Axxcess Wealth Management
California
$570K +$531K +58,237 New
LOPW
48
Live Oak Private Wealth
North Carolina
$537K
BC
49
Burney Company
Virginia
$518K +$17.7K +1,943 +4%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$517K -$73.9K -8,107 -13%