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IGR

CBRE Global Real Estate Income Fund
IGR

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: 132 → 119 (-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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$5.91M
2
WAM
Wolverine Asset Management
Illinois
+$3.73M
3
COLIM
City of London Investment Management
United Kingdom
+$3.73M
4
MC
Matisse Capital
Oregon
+$2.89M
5
FAIM
Financial Advocates Investment Management
Washington
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.58M
2
UBS Group
UBS Group
Switzerland
-$3.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.97M
4
AAM
Advisors Asset Management
Colorado
-$1.86M
5
Cohen & Steers
Cohen & Steers
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$121K – – –
DADC
77
D.A. Davidson & Co
Montana
$120K -$11.4K -1,993 -9%
PFPT
78
Pinnacle Financial Partners (Tennessee)
Tennessee
$119K – – –
Creative Planning
79
Creative Planning
Kansas
$111K +$106K +18,545 New
CIA
80
Capital Investment Advisors
Georgia
$105K – – –
HFP
81
Holistic Financial Partners
Indiana
$86K – – –
GLA
82
Good Life Advisors
Pennsylvania
$84K – – –
FM
83
Foster & Motley
Ohio
$84K +$3.89K +681 +5%
DC
84
Davenport & Co
Virginia
$83K – – –
NFG
85
Next Financial Group
Texas
$82K +$5.71K +1,000 +8%
NFG
86
Nations Financial Group
Iowa
$81K +$34 +6 +0%
AAS
87
Avantax Advisory Services
Texas
$76K – – –
BS
88
Boenning & Scattergood
Pennsylvania
$69K +$66K +11,550 New
AWM
89
Atticus Wealth Management
Florida
$68K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$66K +$2.36K +414 +4%
SPC
91
Sigma Planning Corp
Michigan
$62K +$268 +47 +0.5%
SFS
92
Sowell Financial Services
Arkansas
$53K -$23.7K -4,145 -32%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$33K +$605 +106 +2%
PGAM
94
Princeton Global Asset Management
New Jersey
$28K +$27.5K +4,809 New
APA
95
American Portfolios Advisors
New York
$23.8K – – –
BCM
96
Blume Capital Management
California
$18K – – –
CFB
97
Cullen/Frost Bankers
Texas
$18K – – –
CFN
98
Cordasco Financial Network
Florida
$12K – – –
PAG
99
Private Advisor Group
New Jersey
$12K +$11.4K +2,000 New
CT
100
Caldwell Trust
Florida
$10.1K – – –
2 3
4
5 6

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.