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.

New
Increased
Maintained
Reduced
Closed
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
BFM
2
Boothbay Fund Management
New York
$0
3
AGM
3
Alpine Global Management
New York
$0
4
CF
4
Centaurus Financial
California
$245K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$255K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$5K – – –
HBW
127
Hazlett, Burt & Watson
West Virginia
$5K – – –
AF
128
Allworth Financial
California
$4.61K – – –
EWA
129
EverSource Wealth Advisors
Alabama
$3.29K – – –
PA
130
PSI Advisors
Florida
$3.14K – – –
AF
131
Advisornet Financial
Minnesota
$2.32K – – –
SWA
132
SOA Wealth Advisors
New York
$1.37K +$42 +8 +3%
AA
133
Addison Advisors
Vermont
$968 – – –
CFD
134
Creative Financial Designs
Indiana
$78 – – –
Citigroup
135
Citigroup
New York
$10 – – –
AGM
136
Alpine Global Management
New York
– -$1.25M -236,250 Closed
BFM
137
Boothbay Fund Management
New York
– -$1.25M -236,250 Closed
FAIM
138
Financial Advocates Investment Management
Washington
– -$297K -55,937 Closed
SCM
139
Saba Capital Management
New York
– -$266K -50,000 Closed
ZIM
140
Zacks Investment Management
Illinois
– -$69.4K -26,000 Closed
WSFS
141
Wilmington Savings Fund Society
Delaware
– -$123K -23,225 Closed
Invesco
142
Invesco
Georgia
– -$106K -20,056 Closed
AAS
143
Avantax Advisory Services
Texas
– -$99.2K -18,691 Closed
VF
144
Virtu Financial
New York
– -$96K -18,110 Closed
AWM
145
Accurate Wealth Management
Florida
– -$90.7K -16,526 Closed
AG
146
Advocate Group
Minnesota
– -$71.6K -13,488 Closed
Creative Planning
147
Creative Planning
Kansas
– -$63.2K -11,904 Closed
Lido Advisors
148
Lido Advisors
California
– -$63.1K -11,892 Closed
MML Investors Services
149
MML Investors Services
Massachusetts
– -$58K -10,834 Closed
AAS
150
Ameritas Advisory Services
Nebraska
– -$24.9K -4,690 Closed
3 4 5
6
7