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IGR

CBRE Global Real Estate Income Fund
IGR

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: 115 → 119 (+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
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.97M
2
PPA
Parametric Portfolio Associates
Washington
+$1.73M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$476K
4
Lido Advisors
Lido Advisors
California
+$296K
5
Truist Financial
Truist Financial
North Carolina
+$280K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$4.9M
2
AAM
Advisors Asset Management
Colorado
-$2.26M
3
6M
6 Meridian
Kansas
-$1.77M
4
LCM
Landscape Capital Management
New Jersey
-$1.72M
5
Morgan Stanley
Morgan Stanley
New York
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$314K +$37.8K +4,767 +14%
MIC
52
Meridian Investment Counsel
California
$308K – – –
PFO
53
Pathstone Family Office
New Jersey
$308K +$30.4K +3,831 New
GC
54
Guggenheim Capital
Illinois
$308K +$81.8K +10,320 +37%
Lido Advisors
55
Lido Advisors
California
$300K +$296K +37,395 New
BMA
56
Brooks Moore & Associates
Tennessee
$284K – – –
Truist Financial
57
Truist Financial
North Carolina
$283K +$280K +35,338 New
JAM
58
Jolley Asset Management
North Carolina
$261K +$258K +32,579 New
WI
59
Wintrust Investments
Illinois
$246K -$58.2K -7,338 -19%
AWCI
60
Alpine Woods Capital Investors
New York
$241K -$159K -20,000 -40%
Citigroup
61
Citigroup
New York
$236K +$208K +26,216 +792%
RTS
62
Round Table Services
New Jersey
$221K -$35.7K -4,500 -14%
SFM
63
Signet Financial Management
New Jersey
$214K – – –
PAS
64
Park Avenue Securities
New York
$214K +$60.7K +7,655 +40%
QCIG
65
Quad-Cities Investment Group
Iowa
$211K +$3.73K +471 +2%
QFA
66
Quattro Financial Advisors
Texas
$173K +$169K +21,347 New
SPIA
67
Steward Partners Investment Advisory
New York
$170K +$2K +252 +1%
CAN
68
Cetera Advisor Networks
California
$166K +$15.9K +2,000 +11%
PFPT
69
Pinnacle Financial Partners (Tennessee)
Tennessee
$160K – – –
AWM
70
AE Wealth Management
Kansas
$152K -$41.8K -5,273 -22%
OA
71
Oxbow Advisors
Texas
$149K – – –
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$145K +$7.13K +899 +5%
AAS
73
Avantax Advisory Services
Texas
$141K +$140K +17,714 New
DA
74
Doliver Advisors
Texas
$138K -$3K -379 -2%
CIA
75
Capital Investment Advisors
Georgia
$138K – – –
1 2
3
4 5

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.