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IGR

CBRE Global Real Estate Income Fund
IGR

119 hedge funds and large institutions have $182M invested in CBRE Global Real Estate Income Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

21% more capital invested

Capital invested by funds: $150M → $182M (+$31.9M)

1.58% more ownership

Funds ownership: 24.61% → 26.19% (+1.6%)

10% less funds holding

Funds holding: 132 → 119 (-13)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
119
Holders Change
-13
Holders Change %
-9.85%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
42
Reduced
34
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$5.91M
2
WAM
Wolverine Asset Management
Illinois
+$3.73M
3
COLIM
City of London Investment Management
United Kingdom
+$3.73M
4
MC
Matisse Capital
Oregon
+$2.89M
5
FAIM
Financial Advocates Investment Management
Washington
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.58M
2
UBS Group
UBS Group
Switzerland
-$3.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.97M
4
AAM
Advisors Asset Management
Colorado
-$1.86M
5
Cohen & Steers
Cohen & Steers
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.42M +$17.6K +3,084 +1%
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$1.42M -$13K -2,269 -0.9%
DA
28
Doliver Advisors
Texas
$1.23M +$757K +132,572 +181%
SIC
29
Samalin Investment Counsel
New York
$1.2M +$27.4K +4,805 +2%
BC
30
Burney Company
Virginia
$1.09M -$12K -2,094 -1%
SI
31
Stephens Inc
Arkansas
$925K -$25.9K -4,540 -3%
PVWM
32
Point View Wealth Management
New Jersey
$910K -$12.3K -2,156 -1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$901K -$16.2K -2,828 -2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$892K -$161K -28,187 -16%
OPS
35
Orion Portfolio Solutions
Nebraska
$889K +$33.9K +5,932 +4%
MGWM
36
Marks Group Wealth Management
Minnesota
$879K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$827K +$23.6K +4,139 +3%
RBFC
38
Roman Butler Fullerton & Co
Missouri
$803K +$20.1K +3,526 +3%
1WA
39
180 Wealth Advisors
Washington
$772K +$681K +119,293 +1,029%
AA
40
AQR Arbitrage
Connecticut
$740K +$617K +108,025 +677%
Cohen & Steers
41
Cohen & Steers
New York
$623K -$1.64M -287,725 -73%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$564K -$37.5K -6,574 -7%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$553K -$169K -29,658 -24%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$547K – – –
Walleye Capital
45
Walleye Capital
New York
$546K +$316K +55,379 +154%
WSFS
46
Wilmington Savings Fund Society
Delaware
$535K -$272K -47,650 -35%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$529K -$16.3K -2,854 -3%
LCM
48
Landscape Capital Management
New Jersey
$511K +$337K +59,005 +222%
Invesco
49
Invesco
Georgia
$505K -$14.9K -2,610 -3%
CAN
50
Claraphi Advisory Network
United States
$482K -$8.02K -1,405 -2%
1
2
3 4 5

IGR Hedge Fund Activity: Q2 2020 in Review

119 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q2 2020, worth a combined $182M — up 21% from $150M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of IGR and 10 opened new positions — a net loss of 11 holders — while 34 trimmed existing stakes and 42 added.

The largest buyer was Cornerstone Advisors, adding an estimated $5.91M. The largest seller was Wells Fargo, cutting an estimated $3.58M.

  • 119 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q2 2020, down from 132 in Q1 2020.
  • Funds reported $182M of CBRE Global Real Estate Income Fund stock for Q2 2020, up 21% quarter-over-quarter.
  • 10 funds opened new CBRE Global Real Estate Income Fund positions in Q2 2020 and 21 closed out, a net change of -11 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q2 2020 was Cornerstone Advisors, an estimated $5.91M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q2 2020 was Wells Fargo, an estimated $3.58M sold.

Based on aggregated 13F filings for Q2 2020.