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IGR

CBRE Global Real Estate Income Fund

130 hedge funds and large institutions have $180M invested in CBRE Global Real Estate Income Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

9% more funds holding

Funds holding: 119130 (+11)

0.31% less ownership

Funds ownership: 26.19%25.87% (-0.31%)

1% less capital invested

Capital invested by funds: $182M → $180M (-$1.86M)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
42
Reduced
43
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.37M -$57K -9,390 -4%
SIC
27
Samalin Investment Counsel
New York
$1.22M +$18.5K +3,051 +2%
Stifel Financial
28
Stifel Financial
Missouri
$1.19M -$1.06M -175,173 -47%
SI
29
Stephens Inc
Arkansas
$938K +$11.3K +1,858 +1%
PVWM
30
Point View Wealth Management
New Jersey
$916K +$4.62K +760 +0.5%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$905K +$11.9K +1,955 +1%
SFS
32
Shaker Financial Services
Virginia
$889K +$522K +86,006 +137%
MGWM
33
Marks Group Wealth Management
Minnesota
$881K
LCM
34
Landscape Capital Management
New Jersey
$866K +$360K +59,301 +69%
OPS
35
Orion Portfolio Solutions
Nebraska
$861K -$30.4K -5,005 -3%
BC
36
Burney Company
Virginia
$835K -$260K -42,792 -23%
RBFC
37
Roman Butler Fullerton & Co
Missouri
$823K +$19K +3,135 +2%
1WA
38
180 Wealth Advisors
Washington
$786K +$8.33K +1,371 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$745K -$160K -26,270 -17%
GEM
40
Global Endowment Management
North Carolina
$712K +$723K +119,000 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$650K -$181K -29,815 -22%
FAIM
42
Financial Advocates Investment Management
Washington
$632K -$2.57M -422,672 -80%
Cohen & Steers
43
Cohen & Steers
New York
$624K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$613K +$66.8K +11,000 +12%
Walleye Capital
45
Walleye Capital
New York
$588K +$42.2K +6,954 +8%
CFG
46
Cooper Financial Group
California
$583K +$210K +34,506 +55%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$550K -$15.9K -2,618 -3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$548K -$5.54K -912 -1%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$497K -$33.1K -5,444 -6%
DA
50
Doliver Advisors
Texas
$488K -$756K -124,432 -60%

IGR Hedge Fund Activity: Q3 2020 in Review

130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2020, worth a combined $180M — down 1% from $182M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGR positions and 4 closed out — a net gain of 11 holders — while 42 added to existing stakes and 43 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $5.13M. The largest seller was Wells Fargo, cutting an estimated $8.49M.

  • 130 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2020, up from 119 in Q2 2020.
  • Funds reported $180M of CBRE Global Real Estate Income Fund stock for Q3 2020, down 1% quarter-over-quarter.
  • 15 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2020 and 4 closed out, a net change of +11 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q3 2020 was Cornerstone Advisors, an estimated $5.13M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q3 2020 was Wells Fargo, an estimated $8.49M sold.

Based on aggregated 13F filings for Q3 2020.