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IGR

CBRE Global Real Estate Income Fund
IGR

128 hedge funds and large institutions have $190M invested in CBRE Global Real Estate Income Fund in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

11% more funds holding

Funds holding: 115 → 128 (+13)

3.49% more ownership

Funds ownership: 22.93% → 26.42% (+3.5%)

3% less capital invested

Capital invested by funds: $196M → $190M (-$6.04M)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
43
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$6.97M
2
CRC
Curi RMB Capital
Illinois
+$6.13M
3
UBS Group
UBS Group
Switzerland
+$5.48M
4
LCM
Landscape Capital Management
New Jersey
+$3.39M
5
CA
Cornerstone Advisors
North Carolina
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.31M
2
Wells Fargo
Wells Fargo
California
-$2.1M
3
Bank of America
Bank of America
North Carolina
-$1.5M
4
OC
Oppenheimer & Co
New York
-$1.23M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$107K -$26.4K -3,930 -19%
1WA
77
180 Wealth Advisors
Washington
$102K – – –
FIM
78
Frontier Investment Management
Texas
$102K – – –
PAS
79
Park Avenue Securities
New York
$101K +$18.8K +2,793 +23%
SC
80
Scotia Capital
Ontario, Canada
$101K +$31.2K +4,644 +40%
CIA
81
Capital Investment Advisors
Georgia
$100K – – –
FM
82
Foster & Motley
Ohio
$94K – – –
HFP
83
Holistic Financial Partners
Indiana
$89K – – –
CAN
84
Cetera Advisor Networks
California
$88K -$11.9K -1,775 -11%
GLA
85
Good Life Advisors
Pennsylvania
$87K -$30.1K -4,481 -24%
NFG
86
Nations Financial Group
Iowa
$83K +$27 +4 +0%
IWM
87
IHT Wealth Management
Illinois
$83K +$90K +13,408 New
SPC
88
Sigma Planning Corp
Michigan
$82K -$3.34K -497 -4%
FIM
89
Freedom Investment Management
Connecticut
$81K -$7.68K -1,144 -8%
IA
90
IFP Advisors
Florida
$81K +$37.3K +5,548 +72%
WIA
91
Wealthstreet Investment Advisors
Texas
$68K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$67K – – –
DI
93
DFPG Investments
Utah
$66K +$71.9K +10,715 New
DADC
94
D.A. Davidson & Co
Montana
$65K -$33.6K -5,000 -32%
RJT
95
Raymond James Trust
Florida
$62K – – –
MOS
96
MGO One Seven
Ohio
$54K +$59.9K +8,915 New
CG
97
Cutler Group
California
$46K – – –
HCM
98
Hilton Capital Management
New York
$43K +$47K +7,000 New
PCP
99
Proficio Capital Partners
Massachusetts
$39K +$947 +141 +2%
FHB
100
First Hawaiian Bank
Hawaii
$33K – – –
2 3
4
5 6

IGR Hedge Fund Activity: Q4 2018 in Review

128 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2018, worth a combined $190M — down 3.1% from $196M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IGR positions and 14 closed out — a net gain of 15 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $6.97M. The largest seller was Morgan Stanley, cutting an estimated $3.31M.

  • 128 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2018, up from 115 in Q3 2018.
  • Funds reported $190M of CBRE Global Real Estate Income Fund stock for Q4 2018, down 3.1% quarter-over-quarter.
  • 29 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2018 and 14 closed out, a net change of +15 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $6.97M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2018 was Morgan Stanley, an estimated $3.31M sold.

Based on aggregated 13F filings for Q4 2018.