We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund

132 hedge funds and large institutions have $150M invested in CBRE Global Real Estate Income Fund in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

11% more funds holding

Funds holding: 119132 (+13)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

0.08% more ownership

Funds ownership: 24.53%24.61% (+0.08%)

35% less capital invested

Capital invested by funds: $230M → $150M (-$79.3M)

Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
41
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1M +$1.4M +191,735 New
BC
27
Burney Company
Virginia
$967K -$23.1K -3,169 -2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$930K +$311K +42,640 +32%
SI
29
Stephens Inc
Arkansas
$836K +$230K +31,556 +25%
PVWM
30
Point View Wealth Management
New Jersey
$810K -$36.5K -5,011 -3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$805K +$134K +18,312 +14%
BSW
32
Buckingham Strategic Wealth
Missouri
$782K +$1.09M +149,200 New
MGWM
33
Marks Group Wealth Management
Minnesota
$771K
OPS
34
Orion Portfolio Solutions
Nebraska
$750K +$1.04M +143,052 New
WSFS
35
Wilmington Savings Fund Society
Delaware
$719K -$74.4K -10,201 -7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$704K +$233K +31,969 +31%
RBFC
37
Roman Butler Fullerton & Co
Missouri
$686K +$114K +15,703 +14%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$640K +$254K +34,879 +40%
CRC
39
Curi RMB Capital
Illinois
$628K +$874K +119,881 New
IWM
40
IHT Wealth Management
Illinois
$582K +$4.63K +635 +0.6%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$530K -$152K -20,792 -17%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$480K +$58.5K +8,020 +10%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$479K +$12.1K +1,653 +2%
Invesco
44
Invesco
Georgia
$457K -$462K -63,358 -42%
CAN
45
Claraphi Advisory Network
United States
$431K +$58.3K +7,994 +11%
DA
46
Doliver Advisors
Texas
$405K +$410K +56,226 +327%
MC
47
Matisse Capital
Oregon
$396K +$89.4K +12,259 +19%
SC
48
Stolper & Co
Oklahoma
$354K +$492K +67,499 New
SFS
49
Shaker Financial Services
Virginia
$328K +$456K +62,589 New
MC
50
Moors & Cabot
Massachusetts
$311K +$431K +59,110 New