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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1M +$1.4M +63,912 New
BC
27
Burney Company
Virginia
$967K -$23.1K -1,056 -2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$930K +$311K +14,214 +32%
SI
29
Stephens Inc
Arkansas
$836K +$230K +10,519 +25%
PVWM
30
Point View Wealth Management
New Jersey
$810K -$36.5K -1,670 -3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$805K +$134K +6,104 +14%
BSW
32
Buckingham Strategic Wealth
Missouri
$782K +$1.09M +49,733 New
MGWM
33
Marks Group Wealth Management
Minnesota
$771K – – –
OPS
34
Orion Portfolio Solutions
Nebraska
$750K +$1.04M +47,684 New
WSFS
35
Wilmington Savings Fund Society
Delaware
$719K -$74.4K -3,400 -7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$704K +$233K +10,656 +31%
RBFC
37
Roman Butler Fullerton & Co
Missouri
$686K +$115K +5,235 +14%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$640K +$254K +11,626 +40%
CRC
39
Curi RMB Capital
Illinois
$628K +$874K +39,960 New
IWM
40
IHT Wealth Management
Illinois
$582K +$4.64K +212 +0.6%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$530K -$152K -6,931 -17%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$480K +$58.5K +2,673 +10%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$479K +$12.1K +551 +2%
Invesco
44
Invesco
Georgia
$457K -$462K -21,119 -42%
CAN
45
Claraphi Advisory Network
United States
$431K +$58.3K +2,665 +11%
DA
46
Doliver Advisors
Texas
$405K +$410K +18,742 +327%
MC
47
Matisse Capital
Oregon
$396K +$89.4K +4,087 +19%
SC
48
Stolper & Co
Oklahoma
$354K +$492K +22,500 New
SFS
49
Shaker Financial Services
Virginia
$328K +$456K +20,863 New
MC
50
Moors & Cabot
Massachusetts
$311K +$431K +19,703 New