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IGR

CBRE Global Real Estate Income Fund

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: 115119 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
76
MGO One Seven
Ohio
$130K +$129K +16,329 New
PWPS
77
Pinnacle Wealth Planning Services
Ohio
$127K +$33.4K +4,208 +36%
GLA
78
Good Life Advisors
Pennsylvania
$124K +$198 +25 +0.2%
DC
79
Davenport & Co
Virginia
$112K
FM
80
Foster & Motley
Ohio
$111K -$4K -505 -4%
NFG
81
Nations Financial Group
Iowa
$108K +$24 +3 +0%
SFS
82
Sowell Financial Services
Arkansas
$107K -$3.92K -494 -4%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$104K -$1.58K -200 -2%
NFG
84
Next Financial Group
Texas
$99K +$12.5K +1,575 +15%
BRWA
85
B. Riley Wealth Advisors
Florida
$98K +$547 +69 +0.6%
RJT
86
Raymond James Trust
Florida
$98K +$2.77K +350 +3%
SPC
87
Sigma Planning Corp
Michigan
$97K -$769 -97 -0.8%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$95K +$93.8K +11,830 New
DADC
89
D.A. Davidson & Co
Montana
$93K +$8.13K +1,026 +10%
AWM
90
Atticus Wealth Management
Florida
$91K +$90K +11,350 New
1WA
91
180 Wealth Advisors
Washington
$82K -$2.12K -267 -3%
WIA
92
Wealthstreet Investment Advisors
Texas
$80K
AIC
93
Ameritas Investment Company
Nebraska
$68K +$10.9K +1,380 +20%
CG
94
Cutler Group
California
$60K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$44K +$43.1K +5,440 New
SIAP
96
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K
RIA
97
Realta Investment Advisors
Delaware
$34K +$8.72K +1,100 +35%
ASN
98
Advisory Services Network
Georgia
$31K +$24.7K +3,112 +394%
APA
99
American Portfolios Advisors
New York
$30K
SBL
100
Sargent Bickham Lagudis
Colorado
$26K

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.