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IGR

CBRE Global Real Estate Income Fund

88 hedge funds and large institutions have $203M invested in CBRE Global Real Estate Income Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

2% more capital invested

Capital invested by funds: $200M → $203M (+$3.71M)

0.1% less ownership

Funds ownership: 22.18%22.08% (-0.1%)

2% less funds holding

Funds holding: 9088 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
38
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$31.7M +$2.16M +277,173 +7%
UBS Group
2
UBS Group
Switzerland
$28.9M -$693K -89,084 -2%
Morgan Stanley
3
Morgan Stanley
New York
$24.5M +$1.59M +204,805 +7%
Bank of America
4
Bank of America
North Carolina
$23.3M +$161K +20,716 +0.7%
1CP
5
1607 Capital Partners
Virginia
$18.3M -$682K -87,628 -4%
CA
6
Cornerstone Advisors
North Carolina
$10.2M +$526K +67,526 +6%
BCI
7
Brinker Capital Investments
Pennsylvania
$4.01M +$530K +68,090 +15%
WSFS
8
Wilmington Savings Fund Society
Delaware
$3.87M +$47.9K +6,150 +1%
RJA
9
Raymond James & Associates
Florida
$3.78M +$2.85M +366,300 +327%
AAM
10
Advisors Asset Management
Colorado
$3.52M -$1.38M -177,322 -28%
PPA
11
Parametric Portfolio Associates
Washington
$3.41M +$352K +45,182 +12%
WA
12
WealthTrust Axiom
Pennsylvania
$2.88M +$82.5K +10,601 +3%
EDRIA
13
Edmonds Duncan Registered Investment Advisors
Kansas
$2.73M +$2.02M +259,183 +288%
MC
14
Matisse Capital
Oregon
$2.59M -$629K -80,791 -20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.51M +$132K +16,982 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.19M +$168K +21,526 +8%
OC
17
Oppenheimer & Co
New York
$2.06M +$30K +3,851 +1%
BC
18
Burney Company
Virginia
$1.95M -$12.4K -1,596 -0.6%
Stifel Financial
19
Stifel Financial
Missouri
$1.92M +$35.4K +4,542 +2%
FHA
20
Flagship Harbor Advisors
Massachusetts
$1.91M +$120K +15,455 +7%
Ameriprise
21
Ameriprise
Minnesota
$1.89M +$193K +24,732 +11%
CA
22
Cetera Advisors
Colorado
$1.88M -$69K -8,860 -4%
PWSG
23
Pacific Wealth Strategies Group
California
$1.56M +$61.8K +7,937 +4%
LPL Financial
24
LPL Financial
California
$1.55M -$46.2K -5,936 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.38M +$34.6K +4,445 +3%