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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
231K+ 7.22% |
$1.11M - $1.49M
|
3.43M
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
227KNew |
$1.09M - $1.46M
|
227K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
167KNew |
$802K - $1.07M
|
167K
$887K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
163KNew |
$786K - $1.05M
|
163K
$870K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
105KNew |
$507K - $679K
|
105K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
92.9K+ 18.15% |
$447K - $598K
|
604K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
91.6KNew |
$441K - $590K
|
91.6K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
68.2K+ 42.93% |
$328K - $439K
|
227K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.4KNew |
$295K - $396K
|
61.4K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
50.1KNew |
$241K - $323K
|
50.1K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37KNew |
$178K - $238K
|
37K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
36K+ 114.67% |
$173K - $232K
|
67.4K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
29.1K+ 4.37% |
$140K - $187K
|
694K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.6KNew |
$118K - $158K
|
24.6K
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.4KNew |
$69.2K - $92.6K
|
14.4K
$76.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.1KNew |
$68K - $91K
|
14.1K
$75.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 5.14% |
$58.9K - $78.8K
|
250K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 6.79% |
$58.4K - $78.2K
|
191K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$57.7K - $77.3K
|
12K
$63.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.3KNew |
$54.1K - $72.5K
|
11.3K
$59.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.3KNew |
$49.5K - $66.3K
|
10.3K
$54.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$49.1K - $65.8K
|
10.2K
$54.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
6.66K+ 3.1% |
$32K - $42.9K
|
222K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.95K+ 13.25% |
$28.6K - $38.3K
|
50.9K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5KNew |
$24K - $32.2K
|
5K
$26.6K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 3.21% |
$23.5K - $31.5K
|
157K
$836K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.99K+ 4.0% |
$14.4K - $19.3K
|
77.9K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.5K+ 25.0% |
$12K - $16.1K
|
12.5K
$66.5K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.79KNew |
$8.6K - $11.5K
|
1.79K
$9.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.53K+ 2.17% |
$7.38K - $9.88K
|
72.2K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21KNew |
$5.8K - $7.76K
|
1.21K
$6.41K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.04K+ 5.43% |
$5K - $6.69K
|
20.2K
$107K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
901+ 5.03% |
$4.33K - $5.8K
|
18.8K
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
900New |
$4.33K - $5.8K
|
900
$4.79K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
819+ 4.66% |
$3.94K - $5.27K
|
18.4K
$97.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
720+ 1.39% |
$3.46K - $4.64K
|
52.5K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
523+ 2.65% |
$2.52K - $3.37K
|
20.2K
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
466+ 0.56% |
$2.24K - $3K
|
83.6K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
422+ 3.35% |
$2.03K - $2.72K
|
13K
$69.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385+ 1.76% |
$1.85K - $2.48K
|
22.3K
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
276New |
$1.33K - $1.78K
|
276
$1.47K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
274+ 4.01% |
$1.32K - $1.76K
|
7.1K
$37.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
246New |
$1.18K - $1.58K
|
246
$1.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
134+ 0.67% |
$645 - $863
|
20.1K
$107K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34New |
$164 - $219
|
34
$181
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 3.18% |
$24 - $32.2
|
162
$862
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 16.67% |
$4.81 - $6.44
|
5
$26.6
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-23- 0.09% |
$111 - $148
|
24.6K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-122- 66.67% |
$587 - $786
|
61
$325
|