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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
AIC
101
Ameritas Investment Company
Nebraska
$33K +$35.8K +5,335 New
SIAP
102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K +$34.9K +5,200 New
BCM
103
Blume Capital Management
California
$31K – – –
APA
104
American Portfolios Advisors
New York
$23.2K +$4.65K +693 +23%
SWM
105
SeaCrest Wealth Management
New York
$20K -$3.36K -500 -13%
RFC
106
Regions Financial Corp
Alabama
$20K +$2.01K +300 +10%
CFGS
107
Concourse Financial Group Securities
Alabama
$18K +$3.69K +550 +22%
WAM
108
Wealthspire Advisors (Maryland)
Maryland
$17K – – –
GWM
109
Geneos Wealth Management
Colorado
$16K -$3.59K -535 -16%
Citigroup
110
Citigroup
New York
$15K -$14.3K -2,127 -47%
WANY
111
Wealthspire Advisors (New York)
New York
$13K +$13.7K +2,045 New
CFN
112
Cordasco Financial Network
Florida
$12K – – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$11K – – –
GRP
114
Global Retirement Partners
California
$11K – – –
DWM
115
Doyle Wealth Management
Florida
$11K +$12.2K +1,813 New
TFS
116
TrustCore Financial Services
Tennessee
$10K +$10.5K +1,571 New
PA
117
Parallel Advisors
California
$7K +$181 +27 +2%
KTC
118
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
US Bancorp
119
US Bancorp
Minnesota
$6K +$6.65K +990 New
AF
120
Allworth Financial
California
$5K – – –
CIAS
121
Capital Investment Advisory Services
North Carolina
$5K +$5.89K +878 New
CAC
122
Certified Advisory Corp
Florida
$4K +$87 +13 +2%
ASN
123
Advisory Services Network
Georgia
$4K +$1.01K +151 +30%
First Manhattan
124
First Manhattan
New York
$2K – – –
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$1K – – –
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.