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IGR

CBRE Global Real Estate Income Fund

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.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.26% more ownership

Funds ownership: 26.71%26.97% (+0.26%)

1% less funds holding

Funds holding: 127126 (-1)

7% less capital invested

Capital invested by funds: $305M → $284M (-$20.7M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Stolper & Co
Oklahoma
$1.39M +$79.4K +9,187 +6%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$1.31M -$7.86K -909 -0.6%
CFG
28
Cooper Financial Group
California
$1.19M +$47.1K +5,448 +4%
COCM
29
Charter Oak Capital Management
New Hampshire
$1.19M -$6.63K -767 -0.6%
1WA
30
180 Wealth Advisors
Washington
$1.14M -$10.8K -1,254 -1%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$985K +$77.3K +8,934 +9%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$961K +$78K +9,018 +9%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$876K +$83.2K +9,616 +11%
EDRIA
34
Edmonds Duncan Registered Investment Advisors
Kansas
$863K +$68.1K +7,878 +9%
IGWM
35
ICA Group Wealth Management
Colorado
$839K +$925K +107,002 New
CAN
36
Claraphi Advisory Network
United States
$770K +$8.65K +1,000 +1%
DADC
37
D.A. Davidson & Co
Montana
$713K +$419K +48,414 +159%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$712K -$122K -14,054 -15%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$706K +$6.83K +790 +1%
OPS
40
Orion Portfolio Solutions
Nebraska
$663K -$235K -27,167 -27%
DAS
41
Dynamic Advisor Solutions
Arizona
$622K -$1.99K -230 -0.3%
GC
42
Guggenheim Capital
Illinois
$620K +$45.7K +5,282 +8%
TCA
43
Transcend Capital Advisors
New Jersey
$616K +$718 +83 +0.1%
MC
44
Moors & Cabot
Massachusetts
$589K +$6.11K +707 +1%
Invesco
45
Invesco
Georgia
$561K +$177K +20,518 +49%
LOPW
46
Live Oak Private Wealth
North Carolina
$496K
BC
47
Burney Company
Virginia
$478K
CAN
48
Cetera Advisor Networks
California
$434K +$224K +25,952 +118%
WI
49
Wintrust Investments
Illinois
$429K +$63.4K +7,331 +18%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$411K -$63.6K -7,356 -14%