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IGR

CBRE Global Real Estate Income Fund
IGR

124 hedge funds and large institutions have $251M invested in CBRE Global Real Estate Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $209M → $251M (+$41.8M)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1.39% more ownership

Funds ownership: 26.18% → 27.57% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding

Funds holding: 124 → 124 (0)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
124
Holders Change
–
Holders Change %
0%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
40
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$32.2M
2
UBS Group
UBS Group
Switzerland
+$5.11M
3
COLIM
City of London Investment Management
United Kingdom
+$3.99M
4
Morgan Stanley
Morgan Stanley
New York
+$2.55M
5
Wells Fargo
Wells Fargo
California
+$1.21M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$13.4M
2
QC
Quantedge Capital
Singapore
-$3.78M
3
CRC
Curi RMB Capital
Illinois
-$3.73M
4
1CP
1607 Capital Partners
Virginia
-$2.61M
5
WAM
Wolverine Asset Management
Illinois
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$1.23M +$1.14M +157,177 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.21M +$6.29K +870 +0.6%
Cohen & Steers
28
Cohen & Steers
New York
$1.2M – – –
GEM
29
Global Endowment Management
North Carolina
$1.17M -$362K -50,000 -25%
MGWM
30
Marks Group Wealth Management
Minnesota
$1.15M -$2.78K -384 -0.3%
1WA
31
180 Wealth Advisors
Washington
$1.11M +$2.57K +356 +0.3%
COCM
32
Charter Oak Capital Management
New Hampshire
$1.01M +$774 +107 +0.1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$951K +$2.78K +385 +0.3%
CFG
34
Cooper Financial Group
California
$938K +$133K +18,445 +18%
OPS
35
Orion Portfolio Solutions
Nebraska
$853K -$81.8K -11,306 -9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$832K -$48.7K -6,729 -6%
FAIM
37
Financial Advocates Investment Management
Washington
$780K +$13.2K +1,819 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$679K +$18K +2,487 +3%
BC
39
Burney Company
Virginia
$655K -$82.4K -11,390 -12%
CAN
40
Claraphi Advisory Network
United States
$624K -$42.2K -5,840 -7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$597K -$61.3K -8,473 -10%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$586K -$1.22M -169,335 -69%
DAS
43
Dynamic Advisor Solutions
Arizona
$563K +$16.4K +2,275 +3%
SC
44
Stolper & Co
Oklahoma
$554K -$3.07K -425 -0.6%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$536K -$12.6K -1,746 -2%
MC
46
Moors & Cabot
Massachusetts
$531K -$18K -2,488 -4%
TCA
47
Transcend Capital Advisors
New Jersey
$514K -$65K -8,994 -12%
EDRIA
48
Edmonds Duncan Registered Investment Advisors
Kansas
$486K +$43.1K +5,958 +11%
LOPW
49
Live Oak Private Wealth
North Carolina
$429K – – –
Citigroup
50
Citigroup
New York
$407K +$10.8K +1,496 +3%
1
2
3 4 5

IGR Hedge Fund Activity: Q1 2021 in Review

124 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2021, worth a combined $251M — up 20% from $209M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGR positions and 15 closed out — a net gain of 2 holders — while 40 added to existing stakes and 37 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $32.2M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $13.4M sold.

  • 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $251M of CBRE Global Real Estate Income Fund stock for Q1 2021, up 20% quarter-over-quarter.
  • 17 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2021 and 15 closed out, a net change of +2 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $32.2M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2021 was Cornerstone Advisors, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2021.