IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

132 hedge funds and large institutions have $274M invested in CBRE Global Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 17 closing their positions.

Holders
132
Holders Change
+10
Holders Change %
+8.2%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
29
Increased
31
Reduced
47
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
SCM
2
Saba Capital Management
New York
$5.16M
3
COLIM
3
City of London Investment Management
United Kingdom
$4.71M
4
LCM
4
Landscape Capital Management
New Jersey
$4.62M
5
WAM
5
Wolverine Asset Management
Illinois
$2.21M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$408K
2
SIA
2
Sit Investment Associates
Minnesota
$22.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.58M
4
Bank of America
4
Bank of America
North Carolina
$13.2M
5
KIM
5
Karpus Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Axxcess Wealth Management
California
$156K 28,726 -1,769 -6%
CL
77
CSS LLC
Illinois
$147K 27,109 -157 -0.6%
MOS
78
MGO One Seven
Ohio
$139K 25,529 -3,430 -12%
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$135K 24,770 -496 -2%
IC
80
IEQ Capital
California
$131K 24,077 -27,816 -54%
Nomura Holdings
81
Nomura Holdings
Japan
$122K 22,500 +22,500 New
AWA
82
Arete Wealth Advisors
Illinois
$115K 21,091 +2,072 +11%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$114K 21,086 +6,799 +48%
AWM
84
Atticus Wealth Management
Florida
$104K 19,151 +285 +2%
NA
85
NewEdge Advisors
Louisiana
$100K 18,474 -2,444 -12%
Walleye Capital
86
Walleye Capital
New York
$99.3K 18,294 +18,294 New
CA
87
Cornerstone Advisors
North Carolina
$96.7K 17,804 +17,804 New
SWM
88
Spire Wealth Management
Virginia
$95.3K 18,252 -323 -2%
SPIA
89
Steward Partners Investment Advisory
New York
$91.2K 16,798 -1,456 -8%
CIA
90
Capital Investment Advisors
Georgia
$90.8K 16,713 – –
DC
91
Davenport & Co
Virginia
$89.8K 16,542 -181 -1%
NFG
92
Nations Financial Group
Iowa
$87.6K 16,124 +1,419 +10%
MIC
93
Meridian Investment Counsel
California
$86.9K 16,000 -1,000 -6%
ADBIC
94
A.D. Beadell Investment Counsel
Wisconsin
$86K 16,000 – –
BRWA
95
B. Riley Wealth Advisors
Florida
$84.9K 15,644 -4,544 -23%
CCM
96
Coldstream Capital Management
Washington
$83K 15,282 +2,301 +18%
AWM
97
Alterna Wealth Management
Texas
$82.5K 15,200 +15,200 New
OAM
98
Occidental Asset Management
California
$82.5K 15,185 +354 +2%
BW
99
Bison Wealth
Georgia
$78.8K 14,513 – –
SCM
100
Sage Capital Management
New Jersey
$78.7K 14,500 +14,500 New
2 3
4
5 6