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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HFP
101
Holistic Financial Partners
Indiana
$78.4K – – –
GLA
102
Good Life Advisors
Pennsylvania
$77.3K – – –
JWCA
103
J.W. Cole Advisors
Florida
$73.4K +$73.4K +13,524 New
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$69.8K +$69.8K +12,847 New
CF
105
Centaurus Financial
California
$68K -$55K -10,058 -45%
HWMC
106
Heritage Wealth Management (California)
California
$67.8K +$67.8K +12,481 New
UCFA
107
United Capital Financial Advisors
Texas
$67.6K – – –
LA
108
LM Advisors
California
$66.8K +$66.8K +12,300 New
FG
109
Fiduciary Group
Georgia
$66.1K – – –
DADC
110
D.A. Davidson & Co
Montana
$63.8K +$63.8K +11,745 New
LWL
111
Leo Wealth LLC
Texas
$62K +$62K +11,412 New
AWS
112
Atria Wealth Solutions
New York
$54.8K -$60.3K -11,101 -52%
ASN
113
Advisory Services Network
Georgia
$32.7K +$32.7K +6,013 New
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$31K +$31K +5,700 New
UB
115
UMB Bank
Missouri
$22.3K – – –
CAS
116
Coppell Advisory Solutions
Texas
$18.4K +$2.49K +458 +16%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
BCM
118
Blume Capital Management
California
$16.3K – – –
SS
119
Sunbelt Securities
Texas
$8.69K – – –
TFGT
120
TS Financial Group (TSFG)
Illinois
$8K – – –
CSC
121
Caldwell Sutter Capital
California
$7.8K – – –
CFD
122
Creative Financial Designs
Indiana
$7.14K +$3.53K +650 +98%
PTC
123
Private Trust Company
Ohio
$5.43K – – –
BFEC
124
Benjamin F. Edwards & Company
Missouri
$5K – – –
HBW
125
Hazlett, Burt & Watson
West Virginia
$5K – – –
2 3 4
5
6