IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

122 hedge funds and large institutions have $190M invested in CBRE Global Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
122
Holders Change
-12
Holders Change %
-8.96%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
41
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.45M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.8M
3
SFS
3
Shaker Financial Services
Virginia
$870K
4
PWSG
4
Pacific Wealth Strategies Group
California
$2.37M
5
LPL Financial
5
LPL Financial
California
$1.77M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$37.1M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$869K
3
HHGC
3
Hunting Hill Global Capital
New York
$247K
4
AAM
4
Advisors Asset Management
Colorado
$4.02M
5
WAM
5
Wolverine Asset Management
Illinois
$164K
Name Market Value Shares Shares
Change 		Shares
Change %
PWPS
76
Pinnacle Wealth Planning Services
Ohio
$114K 25,266 +2,396 +10%
CF
77
Centaurus Financial
California
$101K 22,502 -24,319 -52%
AWS
78
Atria Wealth Solutions
New York
$95.4K 21,192 +21,192 New
NA
79
NewEdge Advisors
Louisiana
$94.1K 20,918 -14,898 -42%
BRWA
80
B. Riley Wealth Advisors
Florida
$90.8K 20,188 – –
AWA
81
Arete Wealth Advisors
Illinois
$85.6K 19,019 +19,019 New
AWM
82
Atticus Wealth Management
Florida
$84.9K 18,866 +357 +2%
SWM
83
Spire Wealth Management
Virginia
$83.6K 18,575 +9 +0%
SPIA
84
Steward Partners Investment Advisory
New York
$82.1K 18,254 +1,880 +11%
MIC
85
Meridian Investment Counsel
California
$76.5K 17,000 – –
DC
86
Davenport & Co
Virginia
$75.3K 16,723 – –
CIA
87
Capital Investment Advisors
Georgia
$75.2K 16,713 – –
DDC
88
DF Dent & Co
Maryland
$73.1K 16,253 -2,362 -13%
ADBIC
89
A.D. Beadell Investment Counsel
Wisconsin
$72K 16,000 – –
OAM
90
Occidental Asset Management
California
$66.7K 14,831 +1,829 +14%
NFG
91
Nations Financial Group
Iowa
$66.2K 14,705 -2,790 -16%
BW
92
Bison Wealth
Georgia
$65.3K 14,513 – –
HFP
93
Holistic Financial Partners
Indiana
$65K 14,440 – –
KA
94
Kovack Advisors
Florida
$64.9K 14,415 +3,842 +36%
GLA
95
Good Life Advisors
Pennsylvania
$64.1K 14,241 -1 -0%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$64K 14,287 -2,722 -16%
SPC
97
Sigma Planning Corp
Michigan
$63.3K 14,060 +278 +2%
CCM
98
Coldstream Capital Management
Washington
$58.4K 12,981 +1,249 +11%
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$58.3K 12,964 +12,964 New
UCFA
100
United Capital Financial Advisors
Texas
$56K 12,447 -3,400 -21%
2 3
4
5 6