Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di CBRE Global Real Estate Income Fund meliputi NWF Advisory Services Inc., Sunpointe, LLC, Highland Financial Advisors, LLC, Evelyn Partners Asset Management Ltd, Colonial Trust Advisors, Kozak & Associates, Inc., dan GAMMA Investing LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | NWF Advisory Services Inc. | 276,100 | 1,425 | ||||||
| 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 |
