IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

122 hedge funds and large institutions have $190M invested in CBRE Global Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
122
Holders Change
-12
Holders Change %
-8.96%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
41
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.45M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.8M
3
SFS
3
Shaker Financial Services
Virginia
$870K
4
PWSG
4
Pacific Wealth Strategies Group
California
$2.37M
5
LPL Financial
5
LPL Financial
California
$1.77M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$37.1M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$869K
3
HHGC
3
Hunting Hill Global Capital
New York
$247K
4
AAM
4
Advisors Asset Management
Colorado
$4.02M
5
WAM
5
Wolverine Asset Management
Illinois
$164K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.8M 10,404,004 +361,108 +4%
SIA
2
Sit Investment Associates
Minnesota
$37.1M 8,254,184 -1,492,146 -15%
UBS Group
3
UBS Group
Switzerland
$22M 4,884,007 -97,734 -2%
Bank of America
4
Bank of America
North Carolina
$14.1M 3,135,540 -22,887 -0.7%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.45M 1,655,835 +879,910 +113%
Wells Fargo
6
Wells Fargo
California
$5.91M 1,313,126 -146,461 -10%
FHA
7
Flagship Harbor Advisors
Massachusetts
$5.15M 1,143,628 +59,780 +6%
Ameriprise
8
Ameriprise
Minnesota
$4.52M 1,005,462 +59,738 +6%
AAM
9
Advisors Asset Management
Colorado
$4.02M 892,598 -233,710 -21%
KIM
10
Karpus Investment Management
New York
$2.9M 645,069 -16,209 -2%
PWSG
11
Pacific Wealth Strategies Group
California
$2.37M 527,331 +93,895 +22%
CCP
12
Clough Capital Partners
Massachusetts
$1.91M 424,282 -86,100 -17%
RAM
13
Roumell Asset Management
Maryland
$1.78M 395,000 – –
LPL Financial
14
LPL Financial
California
$1.77M 393,347 +75,426 +24%
AA
15
AQR Arbitrage
Connecticut
$1.57M 348,939 -23,360 -6%
WA
16
WealthTrust Axiom
Pennsylvania
$1.39M 309,661 -3,426 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.22M 270,205 -11,439 -4%
CA
18
Cetera Advisors
Colorado
$1.14M 252,801 +37 +0%
RBFC
19
Roman Butler Fullerton & Co
Missouri
$1.13M 258,540 +6,535 +3%
SDWIA
20
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$878K 195,132 +35,793 +22%
SFS
21
Shaker Financial Services
Virginia
$870K 193,400 +193,400 New
Aberdeen Group
22
Aberdeen Group
United Kingdom
$869K 193,046 -428,154 -69%
CFG
23
Cooper Financial Group
California
$849K 188,672 -2,750 -1%
SIC
24
Samalin Investment Counsel
New York
$819K 182,087 -21,840 -11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$812K 180,389 -7,824 -4%
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