IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

134 hedge funds and large institutions have $230M 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.

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.11%
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
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$51M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.5M
3
KIM
3
Karpus Investment Management
New York
$3.46M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$3.25M
5
CCP
5
Clough Capital Partners
Massachusetts
$2.67M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$604K
2
AGM
2
Alpine Global Management
New York
$0
3
BFM
3
Boothbay Fund Management
New York
$0
4
CF
4
Centaurus Financial
California
$245K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$255K
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
101
Occidental Asset Management
California
$68K 13,002 +2,411 +23%
BWP
102
Balboa Wealth Partners
Arizona
$65.2K 12,471 +12,471 New
CFFP
103
Center for Financial Planning
Michigan
$63.9K 12,214 +12,214 New
FG
104
Fiduciary Group
Georgia
$63.7K 12,180 +2,030 +20%
DWM
105
Dakota Wealth Management
Florida
$62.9K 12,035 +12,035 New
CCM
106
Coldstream Capital Management
Washington
$61.4K 11,732 +11,732 New
VPIM
107
Vanguard Personalized Indexing Management
California
$58K 11,085 +11,085 New
KAS
108
Kestra Advisory Services
Texas
$55.6K 10,639 +10,639 New
KA
109
Kovack Advisors
Florida
$55.3K 10,573 +10,573 New
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$55.2K 10,554 +10,554 New
ME
111
McIlrath & Eck
Washington
$52.3K 10,000 +10,000 New
IGWM
112
ICA Group Wealth Management
Colorado
$48.5K 9,282 +1,052 +13%
BWA
113
BDO Wealth Advisors
Florida
$29.3K 5,608 +816 +17%
TCM
114
TD Capital Management
Tennessee
$26.8K 5,120 +5,120 New
UB
115
UMB Bank
Missouri
$21.4K 4,100 – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$19K 3,712 +828 +29%
CAS
117
Coppell Advisory Solutions
Texas
$17.3K 3,331 +3,331 New
BCM
118
Blume Capital Management
California
$15.7K 3,000 – –
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$15.7K 3,000 -1,966 -40%
HNB
120
Huntington National Bank
Ohio
– – – –
SS
121
Sunbelt Securities
Texas
$8.37K 1,600 +267 +20%
TFGT
122
TS Financial Group (TSFG)
Illinois
$8K 1,500 – –
CSC
123
Caldwell Sutter Capital
California
$7.51K 1,436 +1,436 New
CAL
124
Capital Analysts LLC
Pennsylvania
$7K 1,420 +1,420 New
PTC
125
Private Trust Company
Ohio
$5.23K 1,000 – –
3 4
5
6 7