IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

129 hedge funds and large institutions have $167M invested in CBRE Global Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
129
Holders Change
+23
Holders Change %
+21.7%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
34
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$16.5M
2
PIWA
2
Prevail Innovative Wealth Advisors
Kansas
$1.09M
3
SFS
3
Shaker Financial Services
Virginia
$802K
4
Jane Street
4
Jane Street
New York
$740K
5
SA
5
SFI Advisors
New Jersey
$571K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$53M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$5.82M
3
Bank of America
3
Bank of America
North Carolina
$9.59M
4
AO
4
Advisor OS
Illinois
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$261K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
51
Transcend Capital Advisors
New Jersey
$235K -$179K -37,300 -43%
AW
52
Alteri Wealth
California
$233K +$233K +48,377 New
QFA
53
Quattro Financial Advisors
Texas
$208K – – –
US Bancorp
54
US Bancorp
Minnesota
$187K -$4.81K -1,000 -3%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$184K +$37.7K +7,843 +26%
GC
56
Guggenheim Capital
Illinois
$178K +$178K +37,000 New
Baird Financial Group
57
Baird Financial Group
Wisconsin
$176K -$3.02K -628 -2%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$175K – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$174K -$3.37K -700 -2%
EWA
60
EP Wealth Advisors
California
$170K – – –
AG
61
AmeriFlex Group
Nevada
$156K +$156K +30,100 New
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$149K -$34.1K -7,107 -19%
BC
63
Burney Company
Virginia
$119K -$111 -23 -0.1%
KPWS
64
Kestra Private Wealth Services
Texas
$118K +$118K +24,600 New
LFAS
65
Level Four Advisory Services
Texas
$108K – – –
GRP
66
Global Retirement Partners
California
$107K +$1.85K +385 +2%
HI
67
Harbour Investments
Wisconsin
$105K -$7K -1,456 -6%
MOS
68
MGO One Seven
Ohio
$103K -$2.93K -609 -3%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$101K -$31.7K -6,600 -24%
BRWA
70
B. Riley Wealth Advisors
Florida
$100K +$30.4K +6,325 +44%
MFG
71
Merit Financial Group
Georgia
$97.3K +$2.52K +523 +3%
AWM
72
Alterna Wealth Management
Texas
$97K +$5K +1,039 +5%
AWM
73
Axxcess Wealth Management
California
$96.7K +$645 +134 +0.7%
NA
74
NewEdge Advisors
Louisiana
$91.9K – – –
SPC
75
Sigma Planning Corp
Michigan
$90.4K +$4.33K +901 +5%
1 2
3
4 5