Holistic Financial Partners - CBRE CLARION GLOBAL REAL EST ownership

CBRE CLARION GLOBAL REAL EST's ticker is IGR and the CUSIP is 12504G100. A total of 127 filers reported holding CBRE CLARION GLOBAL REAL EST in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of CBRE CLARION GLOBAL REAL EST
ValueSharesWeighting
Q3 2023$64,980
-14.0%
14,4400.0%0.04%
-17.3%
Q2 2023$75,522
-1.5%
14,4400.0%0.05%
-13.3%
Q1 2023$76,677
-7.3%
14,4400.0%0.06%
-18.9%
Q4 2022$82,741
-0.3%
14,4400.0%0.07%
-9.8%
Q3 2022$83,000
-21.0%
14,4400.0%0.08%
-17.2%
Q2 2022$105,000
-19.8%
14,4400.0%0.10%
+19.3%
Q1 2022$131,000
-7.1%
14,4400.0%0.08%
+1.2%
Q4 2021$141,000
+11.0%
14,4400.0%0.08%
+7.9%
Q2 2021$127,000
+47.7%
14,4400.0%0.08%
+10.1%
Q3 2020$86,0000.0%14,4400.0%0.07%
-6.8%
Q2 2020$86,000
+13.2%
14,4400.0%0.07%
-6.3%
Q1 2020$76,000
-29.6%
14,4400.0%0.08%
-26.9%
Q2 2019$108,0000.0%14,4400.0%0.11%
+140.0%
Q1 2019$108,000
+21.3%
14,4400.0%0.04%
-51.6%
Q4 2018$89,000
-15.2%
14,4400.0%0.09%
-5.1%
Q3 2018$105,000
-3.7%
14,4400.0%0.10%
-21.6%
Q2 2018$109,000
+2.8%
14,4400.0%0.12%
+42.0%
Q1 2018$106,000
-7.0%
14,4400.0%0.09%
-6.4%
Q4 2017$114,00014,4400.09%
Other shareholders
CBRE CLARION GLOBAL REAL EST shareholders Q4 2018
NameSharesValueWeighting ↓
Roumell Asset Management, LLC 395,000$1,777,5003.57%
Pacific Wealth Strategies Group, Inc. 527,331$2,372,9902.50%
SIT INVESTMENT ASSOCIATES INC 8,254,184$37,1441.02%
ROMAN BUTLER FULLERTON & CO 258,540$1,127,2350.53%
WealthTrust Axiom LLC 309,661$1,393,4750.50%
Samalin Investment Counsel, LLC 182,087$819,3920.47%
SFI Advisors, LLC 100,399$451,7960.44%
FLAGSHIP HARBOR ADVISORS, LLC 1,143,628$5,146,4220.43%
Shaker Financial Services, LLC 193,400$870,3000.41%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 195,132$878,0960.30%
View complete list of CBRE CLARION GLOBAL REAL EST shareholders