CBRE Global Real Estate Income Fund
IGR
95 hedge funds and large institutions have $190M invested in CBRE Global Real Estate Income Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
32% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 28
8% more funds holding
Funds holding: 88 → 95 (+7)
0.68% more ownership
Funds ownership: 18.76% → 19.44% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $199M → $190M (-$8.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$1.71M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$929K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$870K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$791K |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$627K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$789K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$677K |
| 3 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
-$573K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$301K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$145K |
IGR Hedge Fund Activity: Q3 2014 in Review
95 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2014, worth a combined $190M — down 4.3% from $199M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IGR positions and 2 closed out — a net gain of 7 holders — while 37 added to existing stakes and 28 trimmed.
The largest buyer was Wilmington Savings Fund Society, adding an estimated $1.71M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $789K.
- 95 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2014, up from 88 in Q2 2014.
- Funds reported $190M of CBRE Global Real Estate Income Fund stock for Q3 2014, down 4.3% quarter-over-quarter.
- 9 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2014 and 2 closed out, a net change of +7 holders.
- The largest CBRE Global Real Estate Income Fund buyer in Q3 2014 was Wilmington Savings Fund Society, an estimated $1.71M added.
- The largest CBRE Global Real Estate Income Fund seller in Q3 2014 was B. Riley Wealth Advisors, an estimated $789K sold.
Based on aggregated 13F filings for Q3 2014.