Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam CBRE Global Real Estate Income Fund termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
