Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
84.9KNew |
$368K - $449K
|
84.9K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13KNew |
$56.2K - $68.7K
|
13K
$66.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.6KNew |
$50.2K - $61.4K
|
11.6K
$59.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
8.14K+ 8.33% |
$35.3K - $43.1K
|
106K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
7.14K+ 3.12% |
$30.9K - $37.8K
|
236K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.05K+ 7.77% |
$13.2K - $16.2K
|
42.3K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.14K+ 41.05% |
$9.25K - $11.3K
|
7.34K
$37.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.93KNew |
$8.36K - $10.2K
|
1.93K
$9.91K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
321+ 0.61% |
$1.39K - $1.7K
|
53.3K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12New |
$52 - $63.5
|
12
$61.6
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 3.57% |
$26 - $31.7
|
174
$893
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-368- 0.21% |
$1.59K - $1.95K
|
173K
$888K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.16K- 1.71% |
$5.01K - $6.13K
|
66.4K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.04K- 11.42% |
$8.84K - $10.8K
|
15.8K
$81.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.19K- 13.0% |
$26.8K - $32.7K
|
41.4K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.9K- 55.79% |
$64.5K - $78.8K
|
11.8K
$60.5K
|