IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

106 hedge funds and large institutions have $223M invested in CBRE Global Real Estate Income Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
30
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$21M
2
UBS Group
2
UBS Group
Switzerland
$34.1M
3
CF
3
Centaurus Financial
California
$1.13M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.04M
5
PWSG
5
Pacific Wealth Strategies Group
California
$4.37M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$75.7M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
Ameriprise
4
Ameriprise
Minnesota
$5.25M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$244K
Name Market Value Shares Shares
Change 		Shares
Change %
XT
51
XTX Topco
Cayman Islands
$206K 31,398 +31,398 New
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$199K 30,319 +30,319 New
GLA
53
Good Life Advisors
Pennsylvania
$187K 28,484 +14,242 +100%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$181K 27,600 -5,505 -17%
BC
55
Burney Company
Virginia
$162K 24,672 – –
HI
56
Harbour Investments
Wisconsin
$153K 23,269 +23,269 New
MOS
57
MGO One Seven
Ohio
$144K 21,920 -9,770 -31%
GRP
58
Global Retirement Partners
California
$144K 21,896 -3,724 -15%
PWPS
59
Pinnacle Wealth Planning Services
Ohio
$143K 21,806 -9,140 -30%
AWM
60
Axxcess Wealth Management
California
$131K 19,961 -860 -4%
LFAS
61
Level Four Advisory Services
Texas
$130K 22,480 – –
MFG
62
Merit Financial Group
Georgia
$129K 19,708 +332 +2%
AWM
63
Atticus Wealth Management
Florida
$129K 19,627 -1,887 -9%
AWM
64
Alterna Wealth Management
Texas
$126K 19,131 – –
NA
65
NewEdge Advisors
Louisiana
$126K 19,113 -761 -4%
SPC
66
Sigma Planning Corp
Michigan
$118K 17,897 +107 +0.6%
OAM
67
Occidental Asset Management
California
$116K 17,592 -1,267 -7%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$109K 16,581 +16,581 New
CIA
69
Capital Investment Advisors
Georgia
$107K 16,239 -884 -5%
FG
70
Fiduciary Group
Georgia
$98.4K 14,980 – –
PAG
71
Private Advisor Group
New Jersey
$98.2K 14,953 -10,601 -41%
NFG
72
Nations Financial Group
Iowa
$96.9K 14,749 +10 +0.1%
HFP
73
Holistic Financial Partners
Indiana
$94.9K 14,440 – –
BRWA
74
B. Riley Wealth Advisors
Florida
$92.6K 14,489 -125 -0.9%
HF
75
HRT Financial
New York
$88K 13,513 +13,513 New
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3
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