We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund

135 hedge funds and large institutions have $231M invested in CBRE Global Real Estate Income Fund in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

50% more capital invested

Capital invested by funds: $154M → $231M (+$77.2M)

12.83% more ownership

Funds ownership: 25.1%37.93% (+13%)

9% more funds holding

Funds holding: 124135 (+11)

Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
57
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$160K -$1.89K -358 -1%
AWM
77
Axxcess Wealth Management
California
$159K +$922 +175 +0.6%
BPA
78
Beacon Pointe Advisors
California
$148K +$495 +94 +0.3%
MOS
79
MGO One Seven
Ohio
$135K +$29.9K +5,682 +28%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$120K +$15.1K +2,871 +14%
EH
81
Equitable Holdings
New York
$113K -$23K -4,355 -17%
MCM
82
Manchester Capital Management
Vermont
$107K +$108K +20,469 New
BRWA
83
B. Riley Wealth Advisors
Florida
$106K +$48.4K +9,174 +83%
DDC
84
DF Dent & Co
Maryland
$97.4K +$6.51K +1,235 +7%
SWM
85
Spire Wealth Management
Virginia
$97.1K +$47 +9 +0%
AWM
86
Atticus Wealth Management
Florida
$96.8K +$1.83K +348 +2%
Jane Street
87
Jane Street
New York
$91.8K +$7.35K +1,395 +9%
NFG
88
Nations Financial Group
Iowa
$91.5K +$47 +9 +0.1%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$89K -$3.63K -688 -4%
MIC
90
Meridian Investment Counsel
California
$88.9K -$11.1K -2,100 -11%
DC
91
Davenport & Co
Virginia
$87.5K -$1.26K -240 -1%
CIA
92
Capital Investment Advisors
Georgia
$87.4K -$5.32K -1,010 -6%
SPIA
93
Steward Partners Investment Advisory
New York
$85.6K -$31.5K -5,975 -27%
ADBIC
94
A.D. Beadell Investment Counsel
Wisconsin
$83K
UCFA
95
United Capital Financial Advisors
Texas
$82.9K
DADC
96
D.A. Davidson & Co
Montana
$81.3K -$33.3K -6,321 -29%
BW
97
Bison Wealth
Georgia
$75.9K +$76.5K +14,513 New
XT
98
XTX Topco
Cayman Islands
$75.9K +$76.5K +14,513 New
HFP
99
Holistic Financial Partners
Indiana
$75.5K
GLA
100
Good Life Advisors
Pennsylvania
$74.5K +$5 +1 +0%