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 %
MOS
76
MGO One Seven
Ohio
$130K 16,329 +16,329 New
PWPS
77
Pinnacle Wealth Planning Services
Ohio
$127K 15,891 +4,208 +36%
GLA
78
Good Life Advisors
Pennsylvania
$124K 15,429 +25 +0.2%
DC
79
Davenport & Co
Virginia
$112K 13,953 – –
FM
80
Foster & Motley
Ohio
$111K 13,875 -505 -4%
NFG
81
Nations Financial Group
Iowa
$108K 13,505 +3 +0%
SFS
82
Sowell Financial Services
Arkansas
$107K 13,335 -494 -4%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$104K 13,054 -200 -2%
NFG
84
Next Financial Group
Texas
$99K 12,300 +1,575 +15%
BRWA
85
B. Riley Wealth Advisors
Florida
$98K 12,108 +69 +0.6%
RJT
86
Raymond James Trust
Florida
$98K 12,166 +350 +3%
SPC
87
Sigma Planning Corp
Michigan
$97K 12,048 -97 -0.8%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$95K 11,830 +11,830 New
DADC
89
D.A. Davidson & Co
Montana
$93K 11,599 +1,026 +10%
AWM
90
Atticus Wealth Management
Florida
$91K 11,350 +11,350 New
1WA
91
180 Wealth Advisors
Washington
$82K 10,133 -267 -3%
WIA
92
Wealthstreet Investment Advisors
Texas
$80K 10,000 – –
AIC
93
Ameritas Investment Company
Nebraska
$68K 8,425 +1,380 +20%
CG
94
Cutler Group
California
$60K 7,500 – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$44K 5,440 +5,440 New
SIAP
96
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K 5,200 – –
RIA
97
Realta Investment Advisors
Delaware
$34K 4,200 +1,100 +35%
ASN
98
Advisory Services Network
Georgia
$31K 3,901 +3,112 +394%
APA
99
American Portfolios Advisors
New York
$30K 3,738 – –
SBL
100
Sargent Bickham Lagudis
Colorado
$26K 3,219 – –
2 3
4
5 6