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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
BCM
101
Blume Capital Management
California
$24K
CFB
102
Cullen/Frost Bankers
Texas
$24K
GWM
103
Geneos Wealth Management
Colorado
$22K +$166 +21 +0.7%
CFN
104
Cordasco Financial Network
Florida
$16K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$14K
GRP
106
Global Retirement Partners
California
$14K
MF
107
Manchester Financial
California
$14K +$14.1K +1,781 New
TFS
108
TrustCore Financial Services
Tennessee
$13K
TFGT
109
TS Financial Group (TSFG)
Illinois
$12K
SWM
110
Selective Wealth Management
Virginia
$11K
JP Morgan Chase
111
JP Morgan Chase
New York
$8K +$7.98K +1,007 New
AA
112
Argent Advisors
Louisiana
$8K +$8.72K +1,100 New
AF
113
Allworth Financial
California
$7K
PA
114
PSI Advisors
Florida
$4K +$4.75K +600 New
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$2K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2K
KPW
117
Kore Private Wealth
New York
$1K +$713 +90 New
6M
118
6 Meridian
Kansas
-$1.77M -223,405 Closed
LCM
119
Landscape Capital Management
New Jersey
-$1.72M -217,292 Closed
AA
120
AQR Arbitrage
Connecticut
-$314K -39,648 Closed
Walleye Trading
121
Walleye Trading
New York
-$276K -34,900 Closed
Walleye Capital
122
Walleye Capital
New York
-$268K -33,900 Closed
P
123
&Partners
Tennessee
-$229K -29,000 Closed
SFS
124
Shaker Financial Services
Virginia
-$229K -29,000 Closed
MML Investors Services
125
MML Investors Services
Massachusetts
-$105K -13,272 Closed

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.