We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund

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: 115128 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$25.4M +$5.48M +816,171 +25%
Wells Fargo
2
Wells Fargo
California
$21.4M -$2.1M -313,229 -8%
Morgan Stanley
3
Morgan Stanley
New York
$17.5M -$3.31M -492,415 -15%
1CP
4
1607 Capital Partners
Virginia
$14.4M +$979K +145,878 +7%
Bank of America
5
Bank of America
North Carolina
$13.8M -$1.5M -223,452 -9%
CA
6
Cornerstone Advisors
North Carolina
$10.6M +$2.47M +367,576 +27%
AAM
7
Advisors Asset Management
Colorado
$7.26M +$86.3K +12,849 +1%
WAM
8
Wolverine Asset Management
Illinois
$6.4M +$6.97M +1,038,486 +168,312%
PPA
9
Parametric Portfolio Associates
Washington
$5.86M +$440K +65,593 +7%
CRC
10
Curi RMB Capital
Illinois
$5.81M +$6.13M +912,735 +2,987%
BCI
11
Brinker Capital Investments
Pennsylvania
$4.83M +$357K +53,162 +7%
LCM
12
Landscape Capital Management
New Jersey
$3.46M +$3.39M +504,358 +872%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.44M +$347K +51,670 +15%
Cohen & Steers
14
Cohen & Steers
New York
$2.17M
Ameriprise
15
Ameriprise
Minnesota
$2.01M +$92.4K +13,760 +4%
FHA
16
Flagship Harbor Advisors
Massachusetts
$2M +$92.4K +13,760 +4%
WA
17
WealthTrust Axiom
Pennsylvania
$1.98M -$42.1K -6,274 -2%
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$1.95M -$519K -77,313 -20%
BlackRock
19
BlackRock
New York
$1.93M
HI
20
HBK Investments
Texas
$1.9M +$2.07M +308,589 New
WSFS
21
Wilmington Savings Fund Society
Delaware
$1.82M -$680K -101,300 -26%
Invesco
22
Invesco
Georgia
$1.82M +$724K +107,886 +58%
CA
23
Cetera Advisors
Colorado
$1.69M +$7.16K +1,067 +0.4%
Stifel Financial
24
Stifel Financial
Missouri
$1.62M +$123K +18,326 +7%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.52M +$94.6K +14,092 +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.