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 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 25 closing their positions.

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
46
Reduced
37
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$10.5M
2
AIA
2
Absolute Investment Advisers
Florida
$2.39M
3
Wells Fargo
3
Wells Fargo
California
$9.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.96M
5
Bank of America
5
Bank of America
North Carolina
$14.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.6M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
SCM
3
Saba Capital Management
New York
$0
4
LCM
4
Landscape Capital Management
New Jersey
$1.41M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$98.3K +$54 +10 +0.1%
AWM
77
Alterna Wealth Management
Texas
$97.6K +$15.9K +2,949 +19%
MFG
78
Merit Financial Group
Georgia
$93.6K -$158K -31,538 -63%
OAM
79
Occidental Asset Management
California
$91.1K +$9.42K +1,750 +12%
BRWA
80
B. Riley Wealth Advisors
Florida
$90.8K +$20.4K +4,544 +29%
CIA
81
Capital Investment Advisors
Georgia
$89.9K – – –
DDC
82
DF Dent & Co
Maryland
$87.5K +$87.5K +16,268 New
ARC
83
Advisor Resource Council
Texas
$87.5K +$87.5K +16,115 New
NFG
84
Nations Financial Group
Iowa
$86.8K +$59 +11 +0.1%
SCM
85
Sage Capital Management
New Jersey
$83.4K +$5.38K +1,000 +7%
HWMC
86
Heritage Wealth Management (California)
California
$80.1K +$12.9K +2,403 +19%
MIC
87
Meridian Investment Counsel
California
$78.9K -$7.18K -1,334 -8%
HFP
88
Holistic Financial Partners
Indiana
$77.7K – – –
SPIA
89
Steward Partners Investment Advisory
New York
$77.6K -$12.7K -2,367 -14%
SPC
90
Sigma Planning Corp
Michigan
$77.2K +$77.2K +14,344 New
GLA
91
Good Life Advisors
Pennsylvania
$76.6K +$5 +1 +0%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$67K -$45.7K -8,553 -41%
UCFA
93
United Capital Financial Advisors
Texas
$67K – – –
FG
94
Fiduciary Group
Georgia
$65.5K – – –
LWL
95
Leo Wealth LLC
Texas
$63.5K +$2.15K +400 +4%
DADC
96
D.A. Davidson & Co
Montana
$63.2K – – –
CL
97
CSS LLC
Illinois
$61.9K -$84K -15,604 -58%
Creative Planning
98
Creative Planning
Kansas
$60.1K +$60.1K +11,164 New
SPC
99
Spirepoint Private Client
Florida
$58.1K +$58.1K +10,795 New
COCM
100
Charter Oak Capital Management
New Hampshire
$53.9K +$53.9K +10,025 New
2 3
4
5 6