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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.37M -$57K -3,130 -4%
SIC
27
Samalin Investment Counsel
New York
$1.22M +$18.5K +1,017 +2%
Stifel Financial
28
Stifel Financial
Missouri
$1.19M -$1.06M -58,391 -47%
SI
29
Stephens Inc
Arkansas
$938K +$11.3K +619 +1%
PVWM
30
Point View Wealth Management
New Jersey
$916K +$4.63K +254 +0.5%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$905K +$11.9K +652 +1%
SFS
32
Shaker Financial Services
Virginia
$889K +$522K +28,669 +137%
MGWM
33
Marks Group Wealth Management
Minnesota
$881K – – –
LCM
34
Landscape Capital Management
New Jersey
$866K +$360K +19,767 +69%
OPS
35
Orion Portfolio Solutions
Nebraska
$861K -$30.4K -1,668 -3%
BC
36
Burney Company
Virginia
$835K -$260K -14,264 -23%
RBFC
37
Roman Butler Fullerton & Co
Missouri
$823K +$19K +1,045 +2%
1WA
38
180 Wealth Advisors
Washington
$786K +$8.33K +457 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$745K -$160K -8,757 -17%
GEM
40
Global Endowment Management
North Carolina
$712K +$723K +39,667 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$650K -$181K -9,938 -22%
FAIM
42
Financial Advocates Investment Management
Washington
$632K -$2.57M -140,891 -80%
Cohen & Steers
43
Cohen & Steers
New York
$624K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$613K +$66.8K +3,667 +12%
Walleye Capital
45
Walleye Capital
New York
$588K +$42.2K +2,318 +8%
CFG
46
Cooper Financial Group
California
$583K +$210K +11,502 +55%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$550K -$15.9K -873 -3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$548K -$5.54K -304 -1%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$497K -$33K -1,814 -6%
DA
50
Doliver Advisors
Texas
$488K -$756K -41,477 -60%