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 %
ASN
101
Advisory Services Network
Georgia
$28.7K 5,000 +5,000 New
UB
102
UMB Bank
Missouri
$23K 4,100 – –
TIM
103
Tortoise Investment Management
New York
$22.9K 4,000 – –
MCC
104
Money Concepts Capital
Florida
$20.1K 3,500 +3,500 New
BCM
105
Blume Capital Management
California
$17.2K 3,000 – –
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$17.2K 3,000 – –
CAS
107
Coppell Advisory Solutions
Texas
$16.7K 2,922 +2,922 New
CASC
108
Coppell Advisory Solutions Corp
Texas
$16.7K 2,922 +2,922 New
CA
109
CoreCap Advisors
Michigan
$12.3K 2,153 +2,153 New
SIS
110
Sound Income Strategies
Florida
$9.18K 1,602 +1,602 New
TFGT
111
TS Financial Group (TSFG)
Illinois
$9K 1,500 – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$8K 1,309 +240 +22%
BWA
113
BDO Wealth Advisors
Florida
$6.88K 1,200 – –
BFEC
114
Benjamin F. Edwards & Company
Missouri
$6K 1,000 – –
HBW
115
Hazlett, Burt & Watson
West Virginia
$6K 1,000 – –
PTC
116
Private Trust Company
Ohio
$6K 1,000 – –
AF
117
Allworth Financial
California
$5.05K 882 – –
SWM
118
Spire Wealth Management
Virginia
$4K 772 +7 +0.9%
PA
119
PSI Advisors
Florida
$3.44K 600 – –
EWA
120
EverSource Wealth Advisors
Alabama
$3.14K 548 – –
AF
121
Advisornet Financial
Minnesota
$2.54K 443 – –
SWA
122
SOA Wealth Advisors
New York
$1.41K 246 +8 +3%
AA
123
Addison Advisors
Vermont
$1.06K 185 – –
PAG
124
Private Advisor Group
New Jersey
$120 20,944 -3,500 -14%
CFD
125
Creative Financial Designs
Indiana
$86 15 – –
2 3 4
5
6