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IGR

CBRE Global Real Estate Income Fund

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: 132119 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$422K +$67.1K +11,741 +20%
SC
52
Stolper & Co
Oklahoma
$405K +$1.66K +291 +0.4%
CFG
53
Cooper Financial Group
California
$376K +$170K +29,716 +89%
SFS
54
Shaker Financial Services
Virginia
$374K
HighTower Advisors
55
HighTower Advisors
Illinois
$340K -$15K -2,631 -4%
LOPW
56
Live Oak Private Wealth
North Carolina
$328K +$313K +54,884 New
DAS
57
Dynamic Advisor Solutions
Arizona
$302K +$289K +50,590 New
Walleye Trading
58
Walleye Trading
New York
$274K +$200K +35,018 +321%
Citigroup
59
Citigroup
New York
$255K +$18.7K +3,276 +8%
PAS
60
Park Avenue Securities
New York
$253K +$35.4K +6,198 +17%
GC
61
Guggenheim Capital
Illinois
$222K -$480 -84 -0.2%
WI
62
Wintrust Investments
Illinois
$211K -$2.83K -495 -1%
BMA
63
Brooks Moore & Associates
Tennessee
$211K
MIC
64
Meridian Investment Counsel
California
$208K -$20K -3,500 -9%
PWSG
65
Pacific Wealth Strategies Group
California
$196K -$46 -8 -0%
IWM
66
IHT Wealth Management
Illinois
$192K -$451K -78,961 -71%
SKK
67
Shepherd Kaplan Krochuk
Massachusetts
$187K
AWCI
68
Alpine Woods Capital Investors
New York
$179K
MOS
69
MGO One Seven
Ohio
$173K +$38.8K +6,797 +31%
SFM
70
Signet Financial Management
New Jersey
$168K -$685 -120 -0.4%
QCIG
71
Quad-Cities Investment Group
Iowa
$167K +$3.84K +672 +2%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$160K +$32.6K +5,711 +27%
Truist Financial
73
Truist Financial
North Carolina
$150K -$68.8K -12,039 -32%
QFA
74
Quattro Financial Advisors
Texas
$130K +$126K +22,071 New
SPIA
75
Steward Partners Investment Advisory
New York
$128K +$2.5K +438 +2%

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.