IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

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.

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.35%
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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$30.1M
2
PPA
2
Parametric Portfolio Associates
Washington
$13.5M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$670K
4
PFO
4
Pathstone Family Office
New Jersey
$308K
5
Lido Advisors
5
Lido Advisors
California
$300K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$13.7M
2
AAM
2
Advisors Asset Management
Colorado
$12.7M
3
6M
3
6 Meridian
Kansas
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PVWM
26
Point View Wealth Management
New Jersey
$1.28M 159,577 -5,479 -3%
Invesco
27
Invesco
Georgia
$1.21M 150,595 -78,463 -34%
WSFS
28
Wilmington Savings Fund Society
Delaware
$1.18M 147,474 +2,818 +2%
MGWM
29
Marks Group Wealth Management
Minnesota
$1.18M 147,249 +147,249 New
CCP
30
Cardan Capital Partners
Colorado
$1.15M 143,040 -1,861 -1%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.14M 140,343 +17,044 +14%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.09M 135,398 +29,098 +27%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.08M 134,908 -2,732 -2%
SI
34
Stephens Inc
Arkansas
$1.03M 127,909 -3,229 -2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$977K 121,875 +18,141 +17%
RBFC
36
Roman Butler Fullerton & Co
Missouri
$904K 115,282 – –
IWM
37
IHT Wealth Management
Illinois
$886K 110,496 +4,628 +4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$822K 102,462 -456 -0.4%
AG
39
Advisor Group
Arizona
$783K 97,620 +19,584 +25%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$720K 89,753 +596 +0.7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$701K 87,428 -1,279 -1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$670K 83,594 +60,000 +254%
CAN
43
Claraphi Advisory Network
United States
$595K 74,196 -7,394 -9%
HighTower Advisors
44
HighTower Advisors
Illinois
$566K 70,811 -1,125 -2%
MC
45
Matisse Capital
Oregon
$508K 63,298 -7,900 -11%
CRWM
46
Castle Rock Wealth Management
California
$468K 56,120 -2,061 -4%
PWSG
47
Pacific Wealth Strategies Group
California
$435K 54,238 -88,842 -62%
SKK
48
Shepherd Kaplan Krochuk
Massachusetts
$399K 49,780 -14,030 -22%
BWM
49
Benchmark Wealth Management
Connecticut
$338K 42,091 +42,091 New
FTIOP
50
Fiduciary Trust International of Pennsylvania
Pennsylvania
$337K 41,912 -1,000 -2%
1
2
3 4 5