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IGR

CBRE Global Real Estate Income Fund

119 hedge funds and large institutions have $230M invested in CBRE Global Real Estate Income Fund in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 115119 (+4)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

3% more capital invested

Capital invested by funds: $222M → $230M (+$7.5M)

0.44% more ownership

Funds ownership: 24.08%24.53% (+0.44%)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
38
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
26
Point View Wealth Management
New Jersey
$1.28M -$43.4K -5,479 -3%
Invesco
27
Invesco
Georgia
$1.21M -$622K -78,463 -34%
WSFS
28
Wilmington Savings Fund Society
Delaware
$1.18M +$22.3K +2,818 +2%
MGWM
29
Marks Group Wealth Management
Minnesota
$1.18M +$1.17M +147,249 New
CCP
30
Cardan Capital Partners
Colorado
$1.15M -$14.7K -1,861 -1%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.14M +$135K +17,044 +14%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.09M +$231K +29,098 +27%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.08M -$21.7K -2,732 -2%
SI
34
Stephens Inc
Arkansas
$1.03M -$25.6K -3,229 -2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$977K +$144K +18,141 +17%
RBFC
36
Roman Butler Fullerton & Co
Missouri
$904K
IWM
37
IHT Wealth Management
Illinois
$886K +$36.7K +4,628 +4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$822K -$3.61K -456 -0.4%
AG
39
Advisor Group
Arizona
$783K +$155K +19,584 +25%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$720K +$4.72K +596 +0.7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$701K -$10.1K -1,279 -1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$670K +$476K +60,000 +254%
CAN
43
Claraphi Advisory Network
United States
$595K -$58.6K -7,394 -9%
HighTower Advisors
44
HighTower Advisors
Illinois
$566K -$8.92K -1,125 -2%
MC
45
Matisse Capital
Oregon
$508K -$62.6K -7,900 -11%
CRWM
46
Castle Rock Wealth Management
California
$468K -$16.3K -2,061 -4%
PWSG
47
Pacific Wealth Strategies Group
California
$435K -$704K -88,842 -62%
SKK
48
Shepherd Kaplan Krochuk
Massachusetts
$399K -$111K -14,030 -22%
BWM
49
Benchmark Wealth Management
Connecticut
$338K +$334K +42,091 New
FTIOP
50
Fiduciary Trust International of Pennsylvania
Pennsylvania
$337K -$7.93K -1,000 -2%

IGR Hedge Fund Activity: Q4 2019 in Review

119 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2019, worth a combined $230M — up 3.4% from $222M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IGR positions and 14 closed out — a net gain of 5 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was UBS Group, adding an estimated $1.97M. The largest seller was 1607 Capital Partners, cutting an estimated $4.9M.

  • 119 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2019, up from 115 in Q3 2019.
  • Funds reported $230M of CBRE Global Real Estate Income Fund stock for Q4 2019, up 3.4% quarter-over-quarter.
  • 19 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2019 and 14 closed out, a net change of +5 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2019 was UBS Group, an estimated $1.97M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2019 was 1607 Capital Partners, an estimated $4.9M sold.

Based on aggregated 13F filings for Q4 2019.