Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
101KNew |
$485K - $523K
|
101K
$485K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
26.6K+ 16.69% |
$127K - $137K
|
186K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23.7K+ 13.52% |
$113K - $122K
|
199K
$953K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.5K+ 0.84% |
$78.9K - $85K
|
1.98M
$9.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$51.7K - $55.7K
|
10.8K
$51.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1KNew |
$48.4K - $52.2K
|
10.1K
$48.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
7.82K+ 3.21% |
$37.5K - $40.4K
|
252K
$1.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.21K+ 4.91% |
$15.4K - $16.5K
|
68.5K
$328K
|
|
|
Jan 26, 2026
Q4 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.24K+ 0.46% |
$5.96K - $6.42K
|
272K
$1.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
998+ 6.33% |
$4.78K - $5.15K
|
16.8K
$80.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
116+ 10.92% |
$556 - $599
|
1.18K
$5.64K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
81+ 0.1% |
$388 - $418
|
78.7K
$377K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 3.89% |
$33.5 - $36.1
|
187
$896
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-52- 0.11% |
$249 - $268
|
46.1K
$221K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-233- 1.94% |
$1.12K - $1.2K
|
11.8K
$56.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.29K- 6.81% |
$6.17K - $6.65K
|
17.6K
$84.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.86K- 18.69% |
$37.6K - $40.5K
|
34.2K
$164K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.4K- 15.3% |
$50K - $53.9K
|
57.8K
$277K
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-17.8K- 21.0% |
$85.4K - $92K
|
67.1K
$321K
|
|