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IGR

CBRE Global Real Estate Income Fund

93 hedge funds and large institutions have $232M invested in CBRE Global Real Estate Income Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

1% less capital invested

Capital invested by funds: $235M → $232M (-$2.52M)

1.6% less ownership

Funds ownership: 25.77%24.16% (-1.6%)

7% less funds holding

Funds holding: 10093 (-7)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
37
Reduced
28
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
26
Global Endowment Management
North Carolina
$1.4M
BC
27
Burney Company
Virginia
$1.39M +$1.31K +166 +0.1%
SC
28
Scotia Capital
Ontario, Canada
$1.37M +$39.4K +4,997 +3%
MC
29
Matisse Capital
Oregon
$1.33M +$1.11M +141,313 +679%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.19M +$55.9K +7,091 +5%
VFS
31
VSR Financial Services
Kansas
$1.1M -$53.4K -6,773 -5%
Stifel Financial
32
Stifel Financial
Missouri
$1.09M +$388K +49,198 +59%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.07M +$50.7K +6,432 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1M -$486K -61,720 -34%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$946K +$149K +18,896 +20%
RJA
36
Raymond James & Associates
Florida
$909K -$246K -31,161 -22%
HighTower Advisors
37
HighTower Advisors
Illinois
$890K +$110K +13,983 +15%
HFS
38
HL Financial Services
Kentucky
$778K +$34.3K +4,352 +5%
GWM
39
Greenwich Wealth Management
Connecticut
$537K +$12.5K +1,583 +2%
AG
40
Advisor Group
Arizona
$517K +$497K +63,052 New
GC
41
Guggenheim Capital
Illinois
$515K -$544K -68,994 -52%
FTIOP
42
Fiduciary Trust International of Pennsylvania
Pennsylvania
$490K -$6.97K -885 -1%
MIC
43
Meridian Investment Counsel
California
$467K
IA
44
IFP Advisors
Florida
$466K +$372K +47,242 +501%
ST
45
Sentinel Trust
Texas
$423K +$103K +13,050 +34%
SKK
46
Shepherd Kaplan Krochuk
Massachusetts
$415K +$397K +50,400 New
OFG
47
OTA Financial Group
New York
$403K +$145K +18,438 +60%
EDRIA
48
Edmonds Duncan Registered Investment Advisors
Kansas
$355K +$21.9K +2,775 +7%
FIMG
49
Financial & Investment Management Group
Michigan
$327K -$1.37M -173,853 -81%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$298K +$4.3K +546 +2%

IGR Hedge Fund Activity: Q2 2016 in Review

93 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q2 2016, worth a combined $232M — down 1.1% from $235M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IGR and 10 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 37 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.57M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $6.38M sold.

  • 93 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q2 2016, down from 100 in Q1 2016.
  • Funds reported $232M of CBRE Global Real Estate Income Fund stock for Q2 2016, down 1.1% quarter-over-quarter.
  • 10 funds opened new CBRE Global Real Estate Income Fund positions in Q2 2016 and 16 closed out, a net change of -6 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q2 2016 was Advisors Asset Management, an estimated $1.57M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2016.