IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

126 hedge funds and large institutions have $284M invested in CBRE Global Real Estate Income Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
49
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$73.3M
2
SDWIA
2
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.55M
3
UBS Group
3
UBS Group
Switzerland
$34.1M
4
AAM
4
Advisors Asset Management
Colorado
$14.7M
5
Bank of America
5
Bank of America
North Carolina
$29.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.1M
2
1CP
2
1607 Capital Partners
Virginia
$0
3
GEM
3
Global Endowment Management
North Carolina
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$35M
5
FAIM
5
Financial Advocates Investment Management
Washington
$148K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Stolper & Co
Oklahoma
$1.39M 153,496 +9,187 +6%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$1.32M 145,414 -909 -0.6%
CFG
28
Cooper Financial Group
California
$1.19M 132,096 +5,448 +4%
COCM
29
Charter Oak Capital Management
New Hampshire
$1.19M 131,145 -767 -0.6%
1WA
30
180 Wealth Advisors
Washington
$1.14M 127,420 -1,254 -1%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$985K 108,992 +8,934 +9%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$961K 106,308 +9,018 +9%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$876K 96,929 +9,616 +11%
EDRIA
34
Edmonds Duncan Registered Investment Advisors
Kansas
$863K 95,454 +7,878 +9%
IGWM
35
ICA Group Wealth Management
Colorado
$839K 107,002 +107,002 New
CAN
36
Claraphi Advisory Network
United States
$770K 85,213 +1,000 +1%
DADC
37
D.A. Davidson & Co
Montana
$713K 78,875 +48,414 +159%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$712K 78,788 -14,054 -15%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$706K 78,098 +790 +1%
OPS
40
Orion Portfolio Solutions
Nebraska
$663K 73,381 -27,167 -27%
DAS
41
Dynamic Advisor Solutions
Arizona
$622K 68,819 -230 -0.3%
GC
42
Guggenheim Capital
Illinois
$620K 68,615 +5,282 +8%
TCA
43
Transcend Capital Advisors
New Jersey
$616K 68,106 +83 +0.1%
MC
44
Moors & Cabot
Massachusetts
$589K 65,206 +707 +1%
Invesco
45
Invesco
Georgia
$561K 62,083 +20,518 +49%
LOPW
46
Live Oak Private Wealth
North Carolina
$496K 54,884 – –
BC
47
Burney Company
Virginia
$478K 52,914 – –
CAN
48
Cetera Advisor Networks
California
$434K 48,033 +25,952 +118%
WI
49
Wintrust Investments
Illinois
$429K 47,407 +7,331 +18%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$411K 45,450 -7,356 -14%
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