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IGR

CBRE Global Real Estate Income Fund

115 hedge funds and large institutions have $196M invested in CBRE Global Real Estate Income Fund in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

0.26% less ownership

Funds ownership: 23.19%22.93% (-0.26%)

5% less capital invested

Capital invested by funds: $206M → $196M (-$10.3M)

2% less funds holding

Funds holding: 117115 (-2)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$27.6M -$681K -90,833 -2%
Morgan Stanley
2
Morgan Stanley
New York
$24.4M -$784K -104,517 -3%
UBS Group
3
UBS Group
Switzerland
$24.1M +$642K +85,679 +3%
Bank of America
4
Bank of America
North Carolina
$18M -$226K -30,115 -1%
1CP
5
1607 Capital Partners
Virginia
$16.1M +$307K +40,962 +2%
CA
6
Cornerstone Advisors
North Carolina
$9.92M +$1.13M +150,631 +12%
AAM
7
Advisors Asset Management
Colorado
$8.51M +$1.49M +198,178 +20%
PPA
8
Parametric Portfolio Associates
Washington
$6.46M +$1.63M +217,576 +33%
BCI
9
Brinker Capital Investments
Pennsylvania
$5.33M +$435K +58,068 +9%
WSFS
10
Wilmington Savings Fund Society
Delaware
$2.9M -$357K -47,583 -11%
EDRIA
11
Edmonds Duncan Registered Investment Advisors
Kansas
$2.87M +$232K +30,980 +9%
Cohen & Steers
12
Cohen & Steers
New York
$2.57M +$94.9K +12,661 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.51M +$50.3K +6,711 +2%
WA
14
WealthTrust Axiom
Pennsylvania
$2.39M +$30.6K +4,086 +1%
FHA
15
Flagship Harbor Advisors
Massachusetts
$2.3M -$4.09K -545 -0.2%
BlackRock
16
BlackRock
New York
$2.28M
Ameriprise
17
Ameriprise
Minnesota
$2.26M +$51.5K +6,871 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.1M -$78.6K -10,483 -4%
CA
19
Cetera Advisors
Colorado
$1.99M +$166K +22,170 +9%
Stifel Financial
20
Stifel Financial
Missouri
$1.78M +$162K +21,659 +10%
FIMG
21
Financial & Investment Management Group
Michigan
$1.7M +$90.6K +12,088 +5%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$1.7M +$21.1K +2,812 +1%
BC
23
Burney Company
Virginia
$1.58M -$253K -33,779 -13%
RJA
24
Raymond James & Associates
Florida
$1.53M +$488K +65,147 +45%
PWSG
25
Pacific Wealth Strategies Group
California
$1.51M -$7.45K -994 -0.5%