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IGR

CBRE Global Real Estate Income Fund

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: 130124 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Stolper & Co
Oklahoma
$491K +$4.36K +687 +1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$484K -$80.7K -12,718 -15%
MC
53
Moors & Cabot
Massachusetts
$481K +$14.1K +2,214 +3%
DAS
54
Dynamic Advisor Solutions
Arizona
$480K +$53K +8,350 +14%
GC
55
Guggenheim Capital
Illinois
$421K -$47.5K -7,479 -11%
EDRIA
56
Edmonds Duncan Registered Investment Advisors
Kansas
$406K -$1.11M -174,693 -76%
Invesco
57
Invesco
Georgia
$399K -$6.04K -951 -2%
LOPW
58
Live Oak Private Wealth
North Carolina
$378K
Citigroup
59
Citigroup
New York
$349K +$46.8K +7,372 +17%
HighTower Advisors
60
HighTower Advisors
Illinois
$341K +$53.3K +8,400 +20%
WSFS
61
Wilmington Savings Fund Society
Delaware
$336K -$131K -20,561 -30%
IWM
62
IHT Wealth Management
Illinois
$311K +$254 +40 +0.1%
PAS
63
Park Avenue Securities
New York
$299K +$12K +1,884 +5%
Walleye Trading
64
Walleye Trading
New York
$288K -$20.8K -3,270 -7%
DA
65
Doliver Advisors
Texas
$257K -$281K -44,273 -54%
BMA
66
Brooks Moore & Associates
Tennessee
$226K
WI
67
Wintrust Investments
Illinois
$224K -$9.37K -1,476 -4%
PWSG
68
Pacific Wealth Strategies Group
California
$222K +$12.7K +2,000 +6%
SKK
69
Shepherd Kaplan Krochuk
Massachusetts
$215K
Millennium Management
70
Millennium Management
New York
$196K +$181K +28,557 New
MIC
71
Meridian Investment Counsel
California
$191K -$41.3K -6,500 -19%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$182K +$8.46K +1,332 +5%
MOS
73
MGO One Seven
Ohio
$179K -$30K -4,727 -15%
SFM
74
Signet Financial Management
New Jersey
$173K -$8.7K -1,370 -5%
NFG
75
Next Financial Group
Texas
$169K +$61.8K +9,736 +66%

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.