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IGR

CBRE Global Real Estate Income Fund

126 hedge funds and large institutions have $217M invested in CBRE Global Real Estate Income Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 36

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 126126 (0)

1.36% less ownership

Funds ownership: 26.97%25.61% (-1.4%)

24% less capital invested

Capital invested by funds: $284M → $217M (-$67.2M)

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
42
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
51
Pacific Wealth Strategies Group
California
$276K +$12K +1,500 +4%
IWM
52
IHT Wealth Management
Illinois
$244K
BMA
53
Brooks Moore & Associates
Tennessee
$238K
HighTower Advisors
54
HighTower Advisors
Illinois
$236K +$4.03K +502 +2%
CCP
55
Clough Capital Partners
Massachusetts
$214K
WSFS
56
Wilmington Savings Fund Society
Delaware
$213K -$24.1K -3,000 -9%
AAS
57
Avantax Advisory Services
Texas
$210K +$1.49K +186 +0.6%
LA
58
Lifeworks Advisors
Michigan
$205K
BPA
59
Beacon Pointe Advisors
California
$189K +$63.9K +7,975 +44%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$188K -$645K -80,444 -76%
SPIA
61
Steward Partners Investment Advisory
New York
$186K +$31.2K +3,885 +18%
MOS
62
MGO One Seven
Ohio
$185K -$9.85K -1,228 -5%
QFA
63
Quattro Financial Advisors
Texas
$181K +$3.79K +473 +2%
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$175K -$17.8K -2,220 -8%
SWP
65
Stratos Wealth Partners
Ohio
$165K -$48.3K -6,024 -21%
QCIG
66
Quad-Cities Investment Group
Iowa
$157K +$10.5K +1,313 +6%
IA
67
IFP Advisors
Florida
$152K
PAG
68
Private Advisor Group
New Jersey
$152K +$23.3K +2,900 +16%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$142K +$158K +19,676 New
AWM
70
Atticus Wealth Management
Florida
$140K +$1.6K +199 +1%
MIC
71
Meridian Investment Counsel
California
$139K
CIA
72
Capital Investment Advisors
Georgia
$139K +$37.3K +4,650 +32%
SWM
73
Spire Wealth Management
Virginia
$135K -$16K -1,995 -10%
SWM
74
SeaCrest Wealth Management
New York
$129K -$4.78K -596 -3%
DC
75
Davenport & Co
Virginia
$129K