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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$75K +$74.4K +9,924 New
Creative Planning
77
Creative Planning
Kansas
$71K +$10.7K +1,426 +17%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$70K -$39K -5,200 -35%
BCM
79
Blume Capital Management
California
$66K
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$60K +$33K +4,395 +116%
CG
81
Cutler Group
California
$54K
GWM
82
Geneos Wealth Management
Colorado
$27K -$187 -25 -0.7%
KPCM
83
Kings Point Capital Management
New York
$26K
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$20K
JIC
85
Joel Isaacson & Co
New York
$19K
SEI Investments
86
SEI Investments
Pennsylvania
$16K
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$15K
CFN
88
Cordasco Financial Network
Florida
$14K
GRP
89
Global Retirement Partners
California
$13K +$13.1K +1,742 New
MBT
90
Montecito Bank & Trust
California
$11K +$11.2K +1,500 New
SPIA
91
Steward Partners Investment Advisory
New York
$9K +$10.1K +1,348 New
AF
92
Allworth Financial
California
$6K
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$90 +12 +2%
BlackRock
94
BlackRock
New York
$2K
LWM
95
LBA Wealth Management
Florida
$2K
IPC
96
Independent Portfolio Consultants
Florida
$2K +$2.44K +325 New
CCMW
97
Cypress Capital Management (Wyoming)
Wyoming
$300 -$5.17K -689 -94%
MGAM
98
McGowan Group Asset Management
Texas
-$16.4M -1,948,277 Closed
MCM
99
Moore Capital Management
New York
-$2.27M -270,000 Closed
Baird Financial Group
100
Baird Financial Group
Wisconsin
-$982K -116,960 Closed