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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
KPW
126
Kore Private Wealth
New York
$1K +$604 +90 New
FGC
127
Financial Gravity Companies
Texas
$1K +$651 +97 New
OC
128
Oppenheimer & Co
New York
– -$1.23M -168,441 Closed
SFS
129
Shaker Financial Services
Virginia
– -$199K -27,300 Closed
NMC
130
Nine Masts Capital
Hong Kong
– -$174K -23,800 Closed
Goldman Sachs
131
Goldman Sachs
New York
– -$113K -15,476 Closed
SFS
132
Sowell Financial Services
Arkansas
– -$92K -12,641 Closed
RTS
133
Round Table Services
New Jersey
– -$74K -10,071 Closed
SWP
134
Stratos Wealth Partners
Ohio
– -$65K -8,890 Closed
PFPT
135
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$56K -7,668 Closed
CWM
136
Cornerstone Wealth Management
Missouri
– -$625K -4,950 Closed
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Virginia
– -$15K -2,020 Closed
PCG
138
Private Capital Group
Connecticut
– -$6K -840 Closed
APP
139
Avantax Planning Partners
Iowa
– -$4K -500 Closed
GI
140
Gradient Investments
Minnesota
– -$3K -355 Closed
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -171 Closed
Fidelity Investments
142
Fidelity Investments
Massachusetts
– +$20 +3 +300%
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.