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 %
AWM
51
Axxcess Wealth Management
California
$391K 43,221 -15,016 -26%
PAS
52
Park Avenue Securities
New York
$387K 42,847 +398 +0.9%
C
53
Certuity
Florida
$353K 39,022 – –
PWSG
54
Pacific Wealth Strategies Group
California
$330K 36,500 +4,000 +12%
IWM
55
IHT Wealth Management
Illinois
$304K 33,598 – –
Cerity Partners
56
Cerity Partners
New York
$303K 33,535 -59,035 -64%
BMA
57
Brooks Moore & Associates
Tennessee
$297K 32,850 – –
GRP
58
Global Retirement Partners
California
$295K 39,026 +39,026 New
WSFS
59
Wilmington Savings Fund Society
Delaware
$292K 32,349 -4,868 -13%
HighTower Advisors
60
HighTower Advisors
Illinois
$291K 31,692 +6,999 +28%
CCP
61
Clough Capital Partners
Massachusetts
$267K 29,500 +29,500 New
SWP
62
Stratos Wealth Partners
Ohio
$260K 28,813 +28,813 New
AAS
63
Avantax Advisory Services
Texas
$259K 28,697 +8,073 +39%
LA
64
Lifeworks Advisors
Michigan
$255K 28,259 +28,259 New
MOS
65
MGO One Seven
Ohio
$242K 26,765 +502 +2%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$238K 26,280 +461 +2%
QFA
67
Quattro Financial Advisors
Texas
$221K 24,488 +391 +2%
SPIA
68
Steward Partners Investment Advisory
New York
$196K 21,708 -1,183 -5%
SWM
69
Spire Wealth Management
Virginia
$186K 20,533 +5 +0%
QCIG
70
Quad-Cities Investment Group
Iowa
$183K 20,275 +144 +0.7%
LCM
71
Leisure Capital Management
California
$181K 20,000 – –
MIC
72
Meridian Investment Counsel
California
$173K 19,100 – –
AWM
73
Atticus Wealth Management
Florida
$172K 19,080 +3,255 +21%
Creative Planning
74
Creative Planning
Kansas
$169K 18,693 +7,369 +65%
SWM
75
SeaCrest Wealth Management
New York
$166K 18,416 +18,416 New
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