Purchases and Sales Made in Q1 2025 in Cbre Global Real Estate Income Fund (IGR)
This table provides information about the institutional ownership of Cbre Global Real Estate Income Fund (IGR) during Q1 2025. The information is specifically focused on institutions that hold shares of CBRE GLOBAL REAL ESTATE INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
644K+ 53.2% |
$3.08M - $3.44M
|
1.85M
$9.27M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
485K+ 4.4% |
$2.32M - $2.59M
|
11.5M
$57.5M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
193K+ 85.1% |
$925K - $1.03M
|
420K
$2.1M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
190K+ 14.05% |
$909K - $1.01M
|
1.54M
$7.7M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
158K+ 4.62% |
$758K - $846K
|
3.59M
$17.9M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
108K+ 2.05% |
$516K - $575K
|
5.35M
$26.8M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.8K+ 20.82% |
$402K - $448K
|
486K
$2.43M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.7K+ 8.95% |
$334K - $372K
|
849K
$4.24M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
56.6K+ 24.91% |
$271K - $302K
|
284K
$1.42M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.3K+ 17.85% |
$265K - $295K
|
365K
$1.83M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53.8KNew |
$257K - $287K
|
53.8K
$269K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
51.6K+ 27.21% |
$247K - $275K
|
241K
$1.21M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46.8KNew |
$224K - $250K
|
46.8K
$234K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.4K+ 4.83% |
$198K - $221K
|
898K
$4.49M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
38.6K+ 190.9% |
$185K - $206K
|
58.9K
$294K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.6K+ 11.83% |
$175K - $196K
|
346K
$1.73M
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
33.6K+ 256.63% |
$161K - $179K
|
46.7K
$233K
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
30.8KNew |
$148K - $164K
|
30.8K
$154K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.9K+ 82.01% |
$143K - $160K
|
66.5K
$332K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.8K+ 15.6% |
$143K - $159K
|
221K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
28.8K+ 77.78% |
$138K - $154K
|
65.8K
$329K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28K+ 249.1% |
$134K - $150K
|
39.3K
$196K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26.7KNew |
$128K - $143K
|
26.7K
$133K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26.4KNew |
$127K - $141K
|
26.4K
$132K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.3K+ 19.48% |
$116K - $130K
|
149K
$746K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
21.4KNew |
$103K - $115K
|
21.4K
$107K
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
18.4K+ 7.36% |
$88.2K - $98.3K
|
269K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14.2K+ 4.2% |
$68.1K - $75.9K
|
352K
$1.76M
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.8K+ 1.7% |
$56.5K - $63K
|
706K
$3.53M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.6KNew |
$50.8K - $56.7K
|
10.6K
$53.1K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10K+ 27.43% |
$47.9K - $53.4K
|
46.5K
$232K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.9K+ 5.66% |
$42.6K - $47.5K
|
166K
$830K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.31K+ 3.37% |
$39.8K - $44.4K
|
255K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.9KNew |
$37.8K - $42.2K
|
7.9K
$39.5K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
7.37K+ 3.33% |
$35.3K - $39.3K
|
229K
$1.14M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.08K+ 9.09% |
$33.9K - $37.8K
|
85K
$425K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.36K+ 57.38% |
$30.5K - $34K
|
17.4K
$87.2K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.2K+ 12.71% |
$29.7K - $33.1K
|
55K
$275K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.1K+ 15.64% |
$29.2K - $32.6K
|
45.1K
$225K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.61K+ 5.51% |
$22.1K - $24.6K
|
88.2K
$441K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.32KNew |
$11.1K - $12.4K
|
2.32K
$11.6K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.22K+ 3.4% |
$10.6K - $11.8K
|
67.5K
$338K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.08K+ 4.1% |
$9.98K - $11.1K
|
53K
$265K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.58K+ 88.25% |
$7.55K - $8.42K
|
3.36K
$16.8K
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
1.19K+ 1.24% |
$5.71K - $6.37K
|
97.8K
$489K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.17K+ 1.17% |
$5.61K - $6.25K
|
101K
$507K
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1KNew |
$4.79K - $5.34K
|
1K
$5K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 20.0% |
$4.79K - $5.34K
|
6K
$30K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
950+ 1.96% |
$4.55K - $5.07K
|
49.3K
$247K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
934+ 4.45% |
$4.47K - $4.99K
|
21.9K
$110K
|