We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund

135 hedge funds and large institutions have $231M 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.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

50% more capital invested

Capital invested by funds: $154M → $231M (+$77.2M)

12.83% more ownership

Funds ownership: 25.1%37.93% (+13%)

9% more funds holding

Funds holding: 124135 (+11)

Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
2.12%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$72.1K +$1.67K +316 +2%
OAM
102
Occidental Asset Management
California
$68K +$12.7K +2,411 +23%
BWP
103
Balboa Wealth Partners
Arizona
$65.2K +$65.7K +12,471 New
CFFP
104
Center for Financial Planning
Michigan
$63.9K +$64.4K +12,214 New
FG
105
Fiduciary Group
Georgia
$63.7K +$10.7K +2,030 +20%
DWM
106
Dakota Wealth Management
Florida
$62.9K +$63.4K +12,035 New
CCM
107
Coldstream Capital Management
Washington
$61.4K +$61.8K +11,732 New
VPIM
108
Vanguard Personalized Indexing Management
California
$58K +$58.4K +11,085 New
KAS
109
Kestra Advisory Services
Texas
$55.6K +$56.1K +10,639 New
KA
110
Kovack Advisors
Florida
$55.3K +$55.7K +10,573 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$55.2K +$55.6K +10,554 New
ME
112
McIlrath & Eck
Washington
$52.3K +$52.7K +10,000 New
IGWM
113
ICA Group Wealth Management
Colorado
$48.5K +$5.54K +1,052 +13%
BWA
114
BDO Wealth Advisors
Florida
$29.3K +$4.3K +816 +17%
TCM
115
TD Capital Management
Tennessee
$26.8K +$27K +5,120 New
UB
116
UMB Bank
Missouri
$21.4K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$19K +$4.36K +828 +29%
CAS
118
Coppell Advisory Solutions
Texas
$17.3K +$17.6K +3,331 New
BCM
119
Blume Capital Management
California
$15.7K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$15.7K -$10.4K -1,966 -40%
HNB
121
Huntington National Bank
Ohio
$13.1K
SS
122
Sunbelt Securities
Texas
$8.37K +$1.41K +267 +20%
TFGT
123
TS Financial Group (TSFG)
Illinois
$8K
CSC
124
Caldwell Sutter Capital
California
$7.51K +$7.57K +1,436 New
CAL
125
Capital Analysts LLC
Pennsylvania
$7K +$7.49K +1,420 New