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IGR

CBRE Global Real Estate Income Fund
IGR

128 hedge funds and large institutions have $190M invested in CBRE Global Real Estate Income Fund in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

11% more funds holding

Funds holding: 115 → 128 (+13)

3.49% more ownership

Funds ownership: 22.93% → 26.42% (+3.5%)

3% less capital invested

Capital invested by funds: $196M → $190M (-$6.04M)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
43
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$6.97M
2
CRC
Curi RMB Capital
Illinois
+$6.13M
3
UBS Group
UBS Group
Switzerland
+$5.48M
4
LCM
Landscape Capital Management
New Jersey
+$3.39M
5
CA
Cornerstone Advisors
North Carolina
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.31M
2
Wells Fargo
Wells Fargo
California
-$2.1M
3
Bank of America
Bank of America
North Carolina
-$1.5M
4
OC
Oppenheimer & Co
New York
-$1.23M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIMG
26
Financial & Investment Management Group
Michigan
$1.39M -$47K -7,001 -3%
BC
27
Burney Company
Virginia
$1.3M -$36.8K -5,487 -3%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.19M +$1.29M +192,798 New
RJA
29
Raymond James & Associates
Florida
$1.18M -$125K -18,660 -9%
LPL Financial
30
LPL Financial
California
$1.17M -$55.1K -8,200 -4%
PWSG
31
Pacific Wealth Strategies Group
California
$1.13M -$158K -23,530 -11%
PVWM
32
Point View Wealth Management
New Jersey
$1.08M +$226K +33,639 +24%
WAM
33
Weiss Asset Management
Massachusetts
$1.04M +$1.14M +169,701 New
6M
34
6 Meridian
Kansas
$920K +$1M +149,395 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$913K +$177K +26,419 +22%
HFS
36
HL Financial Services
Kentucky
$840K +$39.5K +5,879 +5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$839K -$1.02M -151,621 -53%
CCP
38
Cardan Capital Partners
Colorado
$818K +$331K +49,348 +59%
SI
39
Stephens Inc
Arkansas
$778K +$8.49K +1,264 +1%
BC
40
Brookfield Corp
Ontario, Canada
$703K +$767K +114,200 New
FTIOP
41
Fiduciary Trust International of Pennsylvania
Pennsylvania
$693K -$90K -13,407 -11%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$628K +$12.3K +1,828 +2%
RBFC
43
Roman Butler Fullerton & Co
Missouri
$565K +$566K +84,244 New
AG
44
Advisor Group
Arizona
$518K +$8.96K +1,335 +2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$517K +$440K +65,516 +355%
AA
46
AQR Arbitrage
Connecticut
$499K +$543K +80,943 New
CAN
47
Claraphi Advisory Network
United States
$486K -$10.4K -1,550 -2%
HighTower Advisors
48
HighTower Advisors
Illinois
$445K -$229K -34,094 -32%
LNC
49
Lincoln National Corp
Pennsylvania
$404K +$440K +65,600 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$366K +$34.9K +5,201 +10%
1
2
3 4 5

IGR Hedge Fund Activity: Q4 2018 in Review

128 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2018, worth a combined $190M — down 3.1% from $196M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IGR positions and 14 closed out — a net gain of 15 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $6.97M. The largest seller was Morgan Stanley, cutting an estimated $3.31M.

  • 128 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2018, up from 115 in Q3 2018.
  • Funds reported $190M of CBRE Global Real Estate Income Fund stock for Q4 2018, down 3.1% quarter-over-quarter.
  • 29 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2018 and 14 closed out, a net change of +15 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $6.97M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2018 was Morgan Stanley, an estimated $3.31M sold.

Based on aggregated 13F filings for Q4 2018.