IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

96 hedge funds and large institutions have $228M invested in CBRE Global Real Estate Income Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
33
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$31.4M
2
MGAM
2
McGowan Group Asset Management
Texas
$17M
3
1CP
3
1607 Capital Partners
Virginia
$6.42M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.1M
5
Wells Fargo
5
Wells Fargo
California
$27.4M

Top Sellers

1
TC
1
TFS Capital
Pennsylvania
$0
2
Invesco
2
Invesco
Georgia
$5.4M
3
VKH
3
Virtu KCG Holdings
New York
$109K
4
DA
4
Doliver Advisors
Texas
$164K
5
RCM
5
Rivernorth Capital Management
Florida
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$49K 5,400 -866 -14%
Creative Planning
77
Creative Planning
Kansas
$44K 4,900 -443 -8%
HPBT
78
High Point Bank & Trust
North Carolina
$32K 3,548 – –
NES
79
New England Securities
New York
$28K 3,100 +500 +19%
BRWM
80
B. Riley Wealth Management
Tennessee
$26K 3,000 – –
JIC
81
Joel Isaacson & Co
New York
$24K 2,656 – –
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$22K 2,500 – –
HF
83
Hoxton Financial
West Virginia
$18K 2,000 – –
CFN
84
Cordasco Financial Network
Florida
$18K 1,984 – –
PSI
85
Pinnacle Summer Investments
Virginia
$15K 1,620 – –
WA
86
WFG Advisors
Texas
$10K 1,079 -137 -11%
CFS
87
Commonwealth Financial Services
West Virginia
$10K 1,118 +1,118 New
HI
88
Hudock Inc
Pennsylvania
$9K 975 +6 +0.6%
RMAM
89
Raab & Moskowitz Asset Management
New Jersey
$9K 1,000 +1,000 New
BRWA
90
B. Riley Wealth Advisors
Florida
$8.53K 170,678 +86,228 +102%
MA
91
MUFG Americas
New York
$5K 552 – –
FWM
92
Focused Wealth Management
New York
$5K 550 – –
BIM
93
BlackRock Investment Management
Delaware
$5K 574 +574 New
CCA
94
Catalyst Capital Advisors
New York
$3K 370 +240 +185%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$2K 215 -215 -50%
CCMW
96
Cypress Capital Management (Wyoming)
Wyoming
$369 41 +41 New
TC
97
TFS Capital
Pennsylvania
– – -103,236 Closed
FAAS
98
First Allied Advisory Services
California
– – -16,031 Closed
KeyBank National Association
99
KeyBank National Association
Ohio
– – -11,985 Closed
FT
100
Fiduciary Trust
Massachusetts
– – -11,586 Closed
1 2 3
4
5