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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 +3,308 New
Creative Planning
77
Creative Planning
Kansas
$71K +$10.7K +475 +17%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$70K -$39K -1,734 -35%
BCM
79
Blume Capital Management
California
$66K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$60K +$33K +1,465 +116%
CG
81
Cutler Group
California
$54K – – –
GWM
82
Geneos Wealth Management
Colorado
$27K -$202 -9 -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 +581 New
MBT
90
Montecito Bank & Trust
California
$11K +$11.2K +500 New
SPIA
91
Steward Partners Investment Advisory
New York
$9K +$10.1K +449 New
AF
92
Allworth Financial
California
$6K – – –
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$90 +4 +2%
BlackRock
94
BlackRock
New York
$2K – – –
LWM
95
LBA Wealth Management
Florida
$2K – – –
IPC
96
Independent Portfolio Consultants
Florida
$2K +$2.43K +108 New
CCMW
97
Cypress Capital Management (Wyoming)
Wyoming
$300 -$5.15K -229 -94%
MGAM
98
McGowan Group Asset Management
Texas
– -$16.4M -649,426 Closed
MCM
99
Moore Capital Management
New York
– -$2.27M -90,000 Closed
Baird Financial Group
100
Baird Financial Group
Wisconsin
– -$982K -38,987 Closed