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 %
FAIM
51
Financial Advocates Investment Management
Washington
$314K 39,213 +4,767 +14%
MIC
52
Meridian Investment Counsel
California
$308K 38,400 – –
PFO
53
Pathstone Family Office
New Jersey
$308K 3,831 +3,831 New
GC
54
Guggenheim Capital
Illinois
$308K 38,400 +10,320 +37%
Lido Advisors
55
Lido Advisors
California
$300K 37,395 +37,395 New
BMA
56
Brooks Moore & Associates
Tennessee
$284K 35,400 – –
Truist Financial
57
Truist Financial
North Carolina
$283K 35,338 +35,338 New
JAM
58
Jolley Asset Management
North Carolina
$261K 32,579 +32,579 New
WI
59
Wintrust Investments
Illinois
$246K 30,719 -7,338 -19%
AWCI
60
Alpine Woods Capital Investors
New York
$241K 30,000 -20,000 -40%
Citigroup
61
Citigroup
New York
$236K 29,526 +26,216 +792%
RTS
62
Round Table Services
New Jersey
$221K 27,500 -4,500 -14%
SFM
63
Signet Financial Management
New Jersey
$214K 26,676 – –
PAS
64
Park Avenue Securities
New York
$214K 26,711 +7,655 +40%
QCIG
65
Quad-Cities Investment Group
Iowa
$211K 26,538 +471 +2%
QFA
66
Quattro Financial Advisors
Texas
$173K 21,347 +21,347 New
SPIA
67
Steward Partners Investment Advisory
New York
$170K 21,234 +252 +1%
CAN
68
Cetera Advisor Networks
California
$166K 20,715 +2,000 +11%
PFP
69
Pinnacle Financial Partners
Tennessee
$160K 19,996 – –
AWM
70
AE Wealth Management
Kansas
$152K 19,010 -5,273 -22%
OA
71
Oxbow Advisors
Texas
$149K 18,540 – –
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$145K 18,100 +899 +5%
AAS
73
Avantax Advisory Services
Texas
$141K 17,714 +17,714 New
DA
74
Doliver Advisors
Texas
$138K 17,194 -379 -2%
CIA
75
Capital Investment Advisors
Georgia
$138K 17,187 – –
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3
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