We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund
IGR

124 hedge funds and large institutions have $209M invested in CBRE Global Real Estate Income Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $180M → $209M (+$29M)

0.31% more ownership

Funds ownership: 25.87% → 26.18% (+0.31%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

5% less funds holding

Funds holding: 130 → 124 (-6)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
124
Holders Change
-6
Holders Change %
-4.62%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
41
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$4.48M
2
1CP
1607 Capital Partners
Virginia
+$2.64M
3
Morgan Stanley
Morgan Stanley
New York
+$1.2M
4
PPA
Parametric Portfolio Associates
Washington
+$1.1M
5
C
Certuity
Florida
+$698K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$4.69M
2
WAM
Wolverine Asset Management
Illinois
-$3.17M
3
SC
Scotia Capital
Ontario, Canada
-$1.83M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.43M +$58.9K +9,280 +5%
GEM
27
Global Endowment Management
North Carolina
$1.38M +$514K +81,000 +68%
SIC
28
Samalin Investment Counsel
New York
$1.32M -$72.6K -11,444 -6%
SI
29
Stephens Inc
Arkansas
$1.13M +$43.9K +6,921 +4%
PVWM
30
Point View Wealth Management
New Jersey
$1.12M +$61.8K +9,735 +6%
RBFC
31
Roman Butler Fullerton & Co
Missouri
$1.09M +$136K +21,442 +16%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.06M +$15.5K +2,447 +2%
Cohen & Steers
33
Cohen & Steers
New York
$1.06M +$311K +49,069 +47%
MGWM
34
Marks Group Wealth Management
Minnesota
$1.01M – – –
1WA
35
180 Wealth Advisors
Washington
$923K +$10.9K +1,719 +1%
COCM
36
Charter Oak Capital Management
New Hampshire
$891K +$822K +129,544 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$835K +$120K +18,891 +18%
LCM
38
Landscape Capital Management
New Jersey
$834K -$150K -23,660 -16%
OPS
39
Orion Portfolio Solutions
Nebraska
$829K -$149K -23,465 -16%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$779K -$72.4K -11,410 -9%
C
41
Certuity
Florida
$757K +$698K +110,022 New
SFS
42
Shaker Financial Services
Virginia
$741K -$259K -40,877 -28%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$712K +$73.3K +11,544 +13%
CFG
44
Cooper Financial Group
California
$699K +$26.7K +4,210 +4%
FAIM
45
Financial Advocates Investment Management
Washington
$675K -$48.8K -7,682 -7%
BC
46
Burney Company
Virginia
$655K -$282K -44,414 -32%
CAN
47
Claraphi Advisory Network
United States
$590K +$32.5K +5,125 +6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$584K -$42.9K -6,755 -7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$581K -$155K -24,360 -22%
TCA
50
Transcend Capital Advisors
New Jersey
$515K +$475K +74,824 New
1
2
3 4 5

IGR Hedge Fund Activity: Q4 2020 in Review

124 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2020, worth a combined $209M — up 16% from $180M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IGR and 14 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 41 added.

The largest buyer was City of London Investment Management, adding an estimated $4.48M. The largest seller was Cornerstone Advisors, cutting an estimated $4.69M.

  • 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2020, down from 130 in Q3 2020.
  • Funds reported $209M of CBRE Global Real Estate Income Fund stock for Q4 2020, up 16% quarter-over-quarter.
  • 14 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2020 and 20 closed out, a net change of -6 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2020 was City of London Investment Management, an estimated $4.48M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2020 was Cornerstone Advisors, an estimated $4.69M sold.

Based on aggregated 13F filings for Q4 2020.