IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

129 hedge funds and large institutions have $167M invested in CBRE Global Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
129
Holders Change
+23
Holders Change %
+21.7%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
34
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$16.5M
2
PIWA
2
Prevail Innovative Wealth Advisors
Kansas
$1.09M
3
SFS
3
Shaker Financial Services
Virginia
$802K
4
Raymond James Financial
4
Raymond James Financial
Florida
$786K
5
Jane Street
5
Jane Street
New York
$740K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$53M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$5.82M
3
Bank of America
3
Bank of America
North Carolina
$9.59M
4
AO
4
Advisor OS
Illinois
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$261K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53M 11,011,344 -513,648 -4%
UBS Group
2
UBS Group
Switzerland
$25.2M 5,243,941 +53,437 +1%
PCM
3
Penserra Capital Management
California
$16.5M 3,428,958 +231,009 +7%
Bank of America
4
Bank of America
North Carolina
$9.59M 1,994,360 -189,414 -9%
Wells Fargo
5
Wells Fargo
California
$6.49M 1,349,781 -61,271 -4%
FHA
6
Flagship Harbor Advisors
Massachusetts
$5.82M 1,210,353 -374,954 -24%
Ameriprise
7
Ameriprise
Minnesota
$4.11M 856,486 +57,015 +7%
LPL Financial
8
LPL Financial
California
$3.75M 779,076 -54,245 -7%
PWSG
9
Pacific Wealth Strategies Group
California
$3.34M 694,341 +29,088 +4%
SA
10
Sanctuary Advisors
Indiana
$3.13M 604,482 +92,878 +18%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.45M 508,619 +88,124 +21%
AAM
12
Advisors Asset Management
Colorado
$2.43M 506,079 -23,162 -4%
WA
13
WealthTrust Axiom
Pennsylvania
$1.63M 337,981 -3,078 -0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.49M 309,921 -15,589 -5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.49M 309,639 -8,754 -3%
RBFC
16
Roman Butler Fullerton & Co
Missouri
$1.28M 246,225 -21,835 -8%
SDWIA
17
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.2M 250,261 +12,235 +5%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$1.09M 227,268 +227,268 New
JWCA
19
J.W. Cole Advisors
Florida
$1.09M 226,895 +68,154 +43%
CFG
20
Cooper Financial Group
California
$1.07M 221,544 +6,658 +3%
Stifel Financial
21
Stifel Financial
Missouri
$919K 191,004 +12,144 +7%
IPAM
22
Investment Partners Asset Management
New Jersey
$912K 189,621 -2,742 -1%
CF
23
Centaurus Financial
California
$912K 189,553 +17,771 +10%
SFS
24
Shaker Financial Services
Virginia
$802K 166,795 +166,795 New
Raymond James Financial
25
Raymond James Financial
Florida
$786K 163,477 +163,477 New
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