IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

126 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
2.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
32
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.6M
2
UBS Group
2
UBS Group
Switzerland
$23.7M
3
SFS
3
Shaker Financial Services
Virginia
$1.53M
4
WAM
4
Wolverine Asset Management
Illinois
$901K
5
WAM
5
Weiss Asset Management
Massachusetts
$783K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.2M
2
Wells Fargo
2
Wells Fargo
California
$9.03M
3
Bank of America
3
Bank of America
North Carolina
$15.8M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$6.92M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
51
Burney Company
Virginia
$217K 37,930 -14,386 -27%
PAS
52
Park Avenue Securities
New York
$217K 37,916 -2,366 -6%
BMA
53
Brooks Moore & Associates
Tennessee
$188K 32,850 – –
IWM
54
IHT Wealth Management
Illinois
$176K 30,784 +91 +0.3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$175K 30,454 – –
AWM
56
Axxcess Wealth Management
California
$174K 30,412 -21,326 -41%
Walleye Capital
57
Walleye Capital
New York
$172K 30,056 +30,056 New
DADC
58
D.A. Davidson & Co
Montana
$168K 29,384 -41,396 -58%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$166K 29,101 +20,436 +236%
IA
60
IFP Advisors
Florida
$164K 19,569 -2,469 -11%
BPA
61
Beacon Pointe Advisors
California
$161K 28,120 +80 +0.3%
Invesco
62
Invesco
Georgia
$156K 27,198 -1,595 -6%
QFA
63
Quattro Financial Advisors
Texas
$150K 26,170 +660 +3%
EH
64
Equitable Holdings
New York
$149K 26,055 +1,530 +6%
WSFS
65
Wilmington Savings Fund Society
Delaware
$133K 23,225 – –
SPIA
66
Steward Partners Investment Advisory
New York
$124K 21,704 -3,917 -15%
BWP
67
Balboa Wealth Partners
Arizona
$124K 21,571 – –
AAS
68
Avantax Advisory Services
Texas
$123K 21,531 +265 +1%
DA
69
Doliver Advisors
Texas
$121K 21,156 +21,156 New
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$114K 19,920 -4,104 -17%
MOS
71
MGO One Seven
Ohio
$112K 19,588 -5,595 -22%
MIC
72
Meridian Investment Counsel
California
$109K 19,100 – –
CIA
73
Capital Investment Advisors
Georgia
$104K 18,205 -948 -5%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$103K 17,948 +3,811 +27%
NFG
75
Nations Financial Group
Iowa
$100K 17,478 +3,919 +29%
1 2
3
4 5