Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in CBRE Global Real Estate Income Fund includono Prosperity Wealth Management, Inc., Accredited Investor Services, Llc, Integrity Wealth Partners, LLC, Balyasny Asset Management Llc, Summit Financial, LLC, Farther Finance Advisors, LLC, Osbon Capital Management Llc, e Western Wealth Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Cooper Financial Group | 261.404 | 3,89 | 1.148 | 4,08 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 32 | 0 | ||||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 6.769 | 424 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 195 | 4,28 | 1 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1.345 | 148,15 | 6 | 150,00 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 22.397 | 105,80 | 98 | 108,51 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.507 | 11 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 14.483 | 12,57 | 64 | 12,50 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 262.652 | 36,80 | 1.153 | 37,26 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.396 | 2,79 | 46 | 2,27 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 10.369 | 56,84 | 46 | 60,71 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 356.578 | 7,98 | 1.565 | 8,23 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 573 | 3 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 24.587 | 25,71 | 108 | 25,88 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 936 | 0,32 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 226.645 | 19,87 | 995 | 20,05 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 32.431 | 142 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 62.543 | 274 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 29.386 | 129 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 276.840 | 1,95 | 1.262 | -0,86 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 44.717 | 26,01 | 196 | 26,45 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 406.489 | 8,04 | 1.784 | 8,32 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2.234.353 | 12,76 | 9.809 | 13,01 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 73.204 | 191,49 | 321 | 148,06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 21.090 | 0,43 | 92 | 1,10 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 61.683 | 2,79 | 0 | |||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 220.375 | 10,82 | 967 | 11,15 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 96.086 | 7,17 | 422 | 7,40 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 11.998 | 1,90 | 53 | 1,96 | ||||
| 2026-05-05 | 13F | Rayburn West Financial Services LLC | 161.570 | 4,53 | 709 | 4,73 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 25.321 | 111 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 26.744 | 120,22 | 117 | 120,75 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 69.158 | 2.205,27 | 304 | 2.230,77 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.880 | 388,00 | 21 | 425,00 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 82.300 | 32,10 | 361 | 32,72 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 15.324 | 1,38 | 67 | 1,52 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 17.072 | 16,76 | 75 | 15,63 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 13.087 | 57 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.133.650 | 1,95 | 4.977 | 2,18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.009 | 53 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 29.500 | 15,69 | 130 | 16,22 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.275.264 | 2,91 | 5.598 | 3,13 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 41.698 | 73,60 | 183 | 74,29 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 230.262 | 0,66 | 1.011 | 0,90 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 15.278 | 67 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.794 | 8 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.905.991 | 29,38 | 12.757 | 29,68 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 6.084 | 1,40 | 27 | 0,00 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 68.930 | 85,09 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 320 | 3,90 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 29.131 | 128 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 60.358 | 4,36 | 267 | 1,91 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 20.041 | 0,61 | 88 | 0,00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 4.120.579 | 18 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 13.073 | 2,52 | 57 | 3,64 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 344.166 | 8,20 | 1.511 | 8,40 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 768.673 | 17,80 | 3.374 | 18,05 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 191 | 1 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 814.725 | 46,08 | 3.577 | 46,42 | ||||
| 2026-01-29 | 13F | Comerica Bank | 67.352 | 126,40 | 295 | 94,08 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.423 | 11 |
