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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
AWM
51
Axxcess Wealth Management
California
$391K -$130K -15,016 -26%
PAS
52
Park Avenue Securities
New York
$387K +$3.44K +398 +0.9%
C
53
Certuity
Florida
$353K
PWSG
54
Pacific Wealth Strategies Group
California
$330K +$34.6K +4,000 +12%
IWM
55
IHT Wealth Management
Illinois
$304K
Cerity Partners
56
Cerity Partners
New York
$303K -$511K -59,035 -64%
BMA
57
Brooks Moore & Associates
Tennessee
$297K
GRP
58
Global Retirement Partners
California
$295K +$337K +39,026 New
WSFS
59
Wilmington Savings Fund Society
Delaware
$292K -$42.1K -4,868 -13%
HighTower Advisors
60
HighTower Advisors
Illinois
$291K +$60.5K +6,999 +28%
CCP
61
Clough Capital Partners
Massachusetts
$267K +$255K +29,500 New
SWP
62
Stratos Wealth Partners
Ohio
$260K +$249K +28,813 New
AAS
63
Avantax Advisory Services
Texas
$259K +$69.8K +8,073 +39%
LA
64
Lifeworks Advisors
Michigan
$255K +$244K +28,259 New
MOS
65
MGO One Seven
Ohio
$242K +$4.34K +502 +2%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$238K +$3.99K +461 +2%
QFA
67
Quattro Financial Advisors
Texas
$221K +$3.38K +391 +2%
SPIA
68
Steward Partners Investment Advisory
New York
$196K -$10.2K -1,183 -5%
SWM
69
Spire Wealth Management
Virginia
$186K +$43 +5 +0%
QCIG
70
Quad-Cities Investment Group
Iowa
$183K +$1.25K +144 +0.7%
LCM
71
Leisure Capital Management
California
$181K
MIC
72
Meridian Investment Counsel
California
$173K
AWM
73
Atticus Wealth Management
Florida
$172K +$28.1K +3,255 +21%
Creative Planning
74
Creative Planning
Kansas
$169K +$63.7K +7,369 +65%
SWM
75
SeaCrest Wealth Management
New York
$166K +$159K +18,416 New