IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

94 hedge funds and large institutions have $165M invested in CBRE Global Real Estate Income Fund in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
24
Increased
29
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$6.83M
2
WAM
2
Wolverine Asset Management
Illinois
$6.93M
3
Wells Fargo
3
Wells Fargo
California
$18.7M
4
RCM
4
Rivernorth Capital Management
Florida
$2.77M
5
U
5
UBS
Switzerland
$24.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.4M
2
AAM
2
Advisors Asset Management
Colorado
$2.3M
3
TC
3
TFS Capital
Pennsylvania
$0
4
GC
4
Guggenheim Capital
Illinois
$2.85M
5
Citigroup
5
Citigroup
New York
$611K
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
76
Regal Investment Advisors
Michigan
$43K 5,428 +5,428 New
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$32K 4,000 +3,000 +300%
HPBT
78
High Point Bank & Trust
North Carolina
$28K 3,548 – –
JIC
79
Joel Isaacson & Co
New York
$21K 2,656 +2,656 New
FWM
80
Focused Wealth Management
New York
$20K 2,550 -2,510 -50%
OIA
81
Optimum Investment Advisors
Illinois
$20K 2,500 – –
NES
82
New England Securities
New York
$17K 2,168 -818 -27%
HF
83
Hoxton Financial
West Virginia
$16K 2,000 – –
CFN
84
Cordasco Financial Network
Florida
$16K 1,992 +1,992 New
PSI
85
Pinnacle Summer Investments
Virginia
$13K 1,620 +1,620 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$12K 1,500 – –
WA
87
WFG Advisors
Texas
$11K 1,341 +341 +34%
EWM
88
Elite Wealth Management
Washington
$10K 1,203 +1,203 New
CAL
89
Capital Advisors Ltd
Ohio
$9K 1,085 +1,085 New
HI
90
Hudock Inc
Pennsylvania
$8K 952 +6 +0.6%
M
91
MOTCO
Texas
$6K 812 -333 -29%
WCM
92
Windsor Capital Management
Arizona
$4K 500 – –
MA
93
MUFG Americas
New York
$4K 536 +536 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$3K 430 – –
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25 3,206 +3,206 New
TC
96
TFS Capital
Pennsylvania
– – -216,581 Closed
SFS
97
Shaker Financial Services
Virginia
– – -49,674 Closed
Comerica Bank
98
Comerica Bank
Texas
– – -24,214 Closed
Nomura Holdings
99
Nomura Holdings
Japan
– – -13,513 Closed
FANJ
100
Financial Architects (New Jersey)
New Jersey
– – -2,163 Closed
1 2 3
4
5