CBRE Global Real Estate Income Fund
IGR
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.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
3% more funds holding
Funds holding: 115 → 119 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.97M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.73M |
| 3 |
Rockefeller Capital Management
New York
|
+$476K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$296K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$280K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$4.9M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.26M |
| 3 |
6M
6 Meridian
Wichita,
Kansas
|
-$1.77M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.72M |
| 5 |
Morgan Stanley
New York
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNC
126
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$81K | -10,200 | Closed |
|
|
HCM
127
Hilton Capital Management
Garden City,
New York
| – | -$55K | -7,000 | Closed |
|
|
CIAS
128
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$11K | -1,378 | Closed |
|
|
FANJ
129
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$4K | -521 | Closed |
|
130
First Manhattan
New York
| – | -$2K | -350 | 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.