Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i CBRE Global Real Estate Income Fund, omfatter Sunpointe, LLC, Highland Financial Advisors, LLC, Evelyn Partners Asset Management Ltd, Colonial Trust Advisors, Kozak & Associates, Inc., og GAMMA Investing LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
