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IGR

CBRE Global Real Estate Income Fund

88 hedge funds and large institutions have $199M invested in CBRE Global Real Estate Income Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

10% more capital invested

Capital invested by funds: $180M → $199M (+$18.5M)

0.29% more ownership

Funds ownership: 18.47%18.76% (+0.29%)

3% less funds holding

Funds holding: 9188 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
41
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.17M +$56K +6,420 +5%
BC
27
Burney Company
Virginia
$1.08M +$121K +13,838 +13%
AAM
28
Advisors Asset Management
Colorado
$949K -$857K -98,308 -49%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$855K +$122K +13,949 +17%
B
30
Baird
Wisconsin
$848K +$29.4K +3,368 +4%
FM
31
Foster & Motley
Ohio
$809K -$44.5K -5,103 -5%
BRWA
32
B. Riley Wealth Advisors
Florida
$789K +$732K +83,990 +94%
MIC
33
Meridian Investment Counsel
California
$776K -$8.72K -1,000 -1%
Citigroup
34
Citigroup
New York
$773K -$123K -14,148 -14%
HFS
35
HL Financial Services
Kentucky
$716K +$17.6K +2,019 +3%
KFS
36
KMS Financial Services
Washington
$664K +$238K +27,336 +60%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$635K -$17.4K -1,996 -3%
TC
38
TFS Capital
Pennsylvania
$634K -$511K -58,585 -46%
AIG
39
American International Group
New York
$605K +$272K +31,180 +89%
RIL
40
Rothschild Investment LLC
Illinois
$573K
DA
41
Doliver Advisors
Texas
$473K -$119K -13,691 -21%
US Bancorp
42
US Bancorp
Minnesota
$472K +$194K +22,200 +75%
N
43
Nuveen
North Carolina
$404K
CA
44
Cetera Advisors
Colorado
$328K -$854 -98 -0.3%
CAN
45
Cetera Advisor Networks
California
$323K -$43.6K -5,000 -12%
MFS
46
MSI Financial Services
Massachusetts
$316K -$4K -459 -1%
CIA
47
Capital Investment Advisors
Georgia
$241K -$20.1K -2,304 -8%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$228K +$218K +25,000 New
RFC
49
Regions Financial Corp
Alabama
$219K
DADC
50
D.A. Davidson & Co
Montana
$205K -$19.2K -2,200 -9%