Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
29.1K+ 4.37% |
$140K - $187K
|
694K
$3.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.6KNew |
$118K - $158K
|
24.6K
$128K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.3KNew |
$54.1K - $72.5K
|
11.3K
$58.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$49.1K - $65.8K
|
10.2K
$53.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
6.66K+ 3.1% |
$32K - $42.9K
|
222K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.95K+ 13.25% |
$28.6K - $38.3K
|
50.9K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 3.21% |
$23.5K - $31.5K
|
157K
$819K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.99K+ 4.0% |
$14.4K - $19.3K
|
77.9K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.04K+ 5.43% |
$5K - $6.69K
|
20.2K
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
900New |
$4.33K - $5.8K
|
900
$4.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
819+ 4.66% |
$3.94K - $5.27K
|
18.4K
$95.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
720+ 1.39% |
$3.46K - $4.64K
|
52.5K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
523+ 2.65% |
$2.52K - $3.37K
|
20.2K
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
422+ 3.35% |
$2.03K - $2.72K
|
13K
$67.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
274+ 4.01% |
$1.32K - $1.76K
|
7.1K
$37K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
246New |
$1.18K - $1.58K
|
246
$1.28K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 3.18% |
$24 - $32.2
|
162
$844
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 16.67% |
$4.81 - $6.44
|
5
$26.1
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-23- 0.09% |
$111 - $148
|
24.6K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 9.83% |
$7.68K - $10.3K
|
14.6K
$76.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-2.7K- 2.72% |
$13K - $17.4K
|
96.6K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.04K- 2.94% |
$14.6K - $19.6K
|
100K
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.06% |
$49.1K - $65.8K
|
9.41K
$49K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-17.4K- 49.89% |
$83.5K - $112K
|
17.4K
$90.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30.5K- 70.11% |
$147K - $196K
|
13K
$67.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-375K- 23.65% |
$1.8M - $2.41M
|
1.21M
$6.31M
|