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 %
SWM
76
Scissortail Wealth Management
Oklahoma
$100K 14,800 +14,800 New
DC
77
Davenport & Co
Virginia
$97K 16,963 -795 -4%
SWM
78
SeaCrest Wealth Management
New York
$97K 16,920 – –
EWA
79
EP Wealth Advisors
California
$94.3K 16,454 – –
ADBIC
80
A.D. Beadell Investment Counsel
Wisconsin
$91K 16,000 +16,000 New
UCFA
81
United Capital Financial Advisors
Texas
$90.8K 15,847 – –
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$89.6K 15,643 -4,697 -23%
Northern Trust
83
Northern Trust
Illinois
$87.5K 15,276 +15,276 New
FFWM
84
Future Financial Wealth Management
Ohio
$83.4K 14,560 +14,560 New
Baird Financial Group
85
Baird Financial Group
Wisconsin
$83K 14,402 -11,529 -44%
KAS
86
Kestra Advisory Services
Texas
$82.8K 14,446 +14,446 New
HFP
87
Holistic Financial Partners
Indiana
$82.7K 14,440 – –
GLA
88
Good Life Advisors
Pennsylvania
$81.6K 14,241 -1 -0%
MML Investors Services
89
MML Investors Services
Massachusetts
$81K 14,158 +14,158 New
Creative Planning
90
Creative Planning
Kansas
$79.2K 13,824 +2,197 +19%
NA
91
NewEdge Advisors
Louisiana
$75.1K 34,262 +14,630 +75%
SPC
92
Sigma Planning Corp
Michigan
$74.5K 12,995 +26 +0.2%
DDC
93
DF Dent & Co
Maryland
$65.4K 11,415 -3,680 -24%
BRWA
94
B. Riley Wealth Advisors
Florida
$63.1K 11,014 -1 -0%
FG
95
Fiduciary Group
Georgia
$58.2K 10,150 – –
OAM
96
Occidental Asset Management
California
$57.5K 10,040 +10,040 New
MA
97
MJP Associates
Connecticut
$57.3K 10,000 – –
AWM
98
Atticus Wealth Management
Florida
$53.3K 9,305 -9,974 -52%
IGWM
99
ICA Group Wealth Management
Colorado
$48.8K 8,522 -105,058 -92%
ICM
100
Islay Capital Management
Texas
$38.4K 6,700 – –
2 3
4
5 6