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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
900+ 100.0% |
$4.31K - $4.81K
|
1.8K
$9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
805+ 4.28% |
$3.86K - $4.3K
|
19.6K
$98K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
550New |
$2.63K - $2.94K
|
550
$2.75K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
458+ 3.51% |
$2.19K - $2.45K
|
13.5K
$67.5K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
400New |
$1.92K - $2.14K
|
400
$2K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147+ 0.15% |
$704 - $785
|
98.4K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
52+ 0.5% |
$249 - $278
|
10.5K
$52.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 67.65% |
$110 - $123
|
57
$285
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 3.37% |
$43.1 - $48.1
|
276
$1.38K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 3.7% |
$28.7 - $32
|
168
$840
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21- 0.04% |
$101 - $112
|
54.1K
$271K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23- 0.12% |
$110 - $123
|
19.1K
$95.5K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58- 0.48% |
$278 - $310
|
12.1K
$60.7K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-525- 2.85% |
$2.51K - $2.8K
|
17.9K
$89.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-618- 4.22% |
$2.96K - $3.3K
|
14K
$70.1K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-830- 5.77% |
$3.98K - $4.43K
|
13.6K
$67.8K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-831- 1.15% |
$3.98K - $4.44K
|
71.3K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-900- 50.0% |
$4.31K - $4.81K
|
900
$4.5K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.5K- 4.98% |
$7.19K - $8.01K
|
28.6K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.72K- 13.55% |
$13K - $14.5K
|
17.4K
$86.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.96K- 14.7% |
$14.2K - $15.8K
|
17.2K
$86K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.09K- 20.05% |
$14.8K - $16.5K
|
12.3K
$61.5K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.99K- 4.62% |
$19.1K - $21.3K
|
82.4K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.21K- 44.69% |
$20.1K - $22.5K
|
5.2K
$26K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.63K- 21.73% |
$22.2K - $24.7K
|
16.7K
$83.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.96K- 9.44% |
$23.8K - $26.5K
|
47.6K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-6.88K- 39.47% |
$33K - $36.7K
|
10.6K
$52.8K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.1KClosed |
$34K - $37.9K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.04K- 4.92% |
$38.5K - $42.9K
|
155K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.38K- 5.94% |
$40.1K - $44.7K
|
133K
$664K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-16.2K- 8.56% |
$77.7K - $86.7K
|
173K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-27.9K- 52.18% |
$134K - $149K
|
25.6K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-50.9K- 59.39% |
$244K - $272K
|
34.8K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-152K- 7.61% |
$727K - $810K
|
1.84M
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-196K- 38.7% |
$938K - $1.05M
|
310K
$1.55M
|