Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans CBRE Global Real Estate Income Fund comprennent Sunpointe, LLC, Highland Financial Advisors, LLC, Evelyn Partners Asset Management Ltd, Colonial Trust Advisors, Kozak & Associates, Inc., et GAMMA Investing LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 431 757 | 2,81 | 2 284 | 5,35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 55 845 | 1 560,08 | 295 | 1 629,41 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 42 345 | 7,77 | 224 | 10,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 479 852 | 31,38 | 2 538 | 34,64 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12 700 | 67 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 90 111 | 2,12 | 477 | 4,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53 273 | 0,61 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 766 | 41 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 3 658 899 | 2,00 | 19 356 | 4,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 236 055 | 3,12 | 1 249 | 5,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 78 690 | 33,71 | 416 | 37,29 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 291 921 | 8,65 | 1 544 | 11,40 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 174 | 3,57 | 1 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 336 | 9,93 | 97 | 11,63 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 257 529 | 1,18 | 1 282 | 6,74 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 12 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 45 | 0 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 84 900 | 449 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 340 | 41,05 | 39 | 46,15 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 225 100 | 1,94 | 1 191 | 4,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 945 863 | 5,35 | 5 004 | 8,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 943 534 | 11,16 | 4 991 | 13,98 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 166 585 | 7,17 | 881 | 9,85 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2 750 | 15 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 21 093 | 1,34 | 112 | 11,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 316 674 | 11,55 | 1 675 | 14,41 | ||||
| 2025-07-10 | 13F | Stolper Co | 105 933 | 8,33 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 85 415 | 3,60 | 452 | 6,12 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 352 815 | 0,18 | 1 866 | 2,70 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 506 876 | 4,21 | 2 681 | 6,86 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1 931 | 10 | ||||||
| 2025-08-12 | 13F | Evelyn Partners Asset Management Ltd | 2 823 | 15 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 19 010 | 79,17 | 101 | 92,31 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 809 | 3 073,68 | 10 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19 820 | 1,11 | 105 | 2,97 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 237 | 112 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 5 | 0 | ||||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11 600 | 61 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1 916 196 | 3,34 | 10 137 | 5,94 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 73 113 | 2,48 | 387 | 4,89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 286 | 0,02 | 118 | 9,35 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 15 953 | 6,50 | 84 | 9,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 576 | 88,07 | 8 | 100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 42 605 | 123,18 | 225 | 129,59 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13 981 | 3,60 | 74 | 5,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 845 097 | 0,13 | 9 761 | 2,65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 386 511 | 11,62 | 2 045 | 14,45 | ||||
| 2025-08-05 | 13F | Burney Co/ | 25 437 | 3,20 | 135 | 5,51 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 39 877 | 211 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 585 773 | 3,01 | 8 389 | 5,60 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 22 442 | 30,43 | 119 | 34,09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 286 | 365,94 | 7 | 500,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 199 200 | 33,58 | 1 054 | 36,93 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 3 696 579 | 3,05 | 20 | 5,56 |
