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IGR

CBRE Global Real Estate Income Fund
IGR

130 hedge funds and large institutions have $180M invested in CBRE Global Real Estate Income Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

9% more funds holding

Funds holding: 119 → 130 (+11)

0.31% less ownership

Funds ownership: 26.19% → 25.87% (-0.31%)

1% less capital invested

Capital invested by funds: $182M → $180M (-$1.86M)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
42
Reduced
43
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$5.13M
2
Morgan Stanley
Morgan Stanley
New York
+$1.8M
3
1CP
1607 Capital Partners
Virginia
+$1.79M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.09M
5
AA
AQR Arbitrage
Connecticut
+$810K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.49M
2
FAIM
Financial Advocates Investment Management
Washington
-$2.57M
3
UBS Group
UBS Group
Switzerland
-$1.97M
4
WAM
Wolverine Asset Management
Illinois
-$1.07M
5
Stifel Financial
Stifel Financial
Missouri
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
76
Pinnacle Financial Partners (Tennessee)
Tennessee
$120K – – –
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$120K +$122K +20,115 New
DADC
78
D.A. Davidson & Co
Montana
$108K -$12.7K -2,098 -10%
Truist Financial
79
Truist Financial
North Carolina
$104K -$47.5K -7,820 -31%
CAN
80
Cetera Advisor Networks
California
$100K -$21.3K -3,500 -17%
CIA
81
Capital Investment Advisors
Georgia
$100K -$4.81K -792 -5%
AWM
82
Atticus Wealth Management
Florida
$91K +$23K +3,785 +33%
NFG
83
Next Financial Group
Texas
$89K +$6.98K +1,150 +8%
HFP
84
Holistic Financial Partners
Indiana
$86K – – –
GLA
85
Good Life Advisors
Pennsylvania
$85K – – –
FM
86
Foster & Motley
Ohio
$84K – – –
DC
87
Davenport & Co
Virginia
$83K – – –
JWCA
88
J.W. Cole Advisors
Florida
$82K +$83.2K +13,693 New
NFG
89
Nations Financial Group
Iowa
$81K +$30 +5 +0%
AAS
90
Avantax Advisory Services
Texas
$76K – – –
AIP
91
Ahrens Investment Partners
Louisiana
$76K +$77.1K +12,700 New
PAG
92
Private Advisor Group
New Jersey
$75K +$63.6K +10,480 +524%
KAS
93
Kestra Advisory Services
Texas
$72K +$73.3K +12,072 New
Fisher Asset Management
94
Fisher Asset Management
Washington
$71K +$72.3K +11,914 New
SAMC
95
Spectrum Asset Management (California)
California
$67K +$67.7K +11,150 New
MMA
96
Miracle Mile Advisors
California
$67K +$68.2K +11,225 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$66K – – –
SPC
98
Sigma Planning Corp
Michigan
$65K +$2.92K +480 +5%
BS
99
Boenning & Scattergood
Pennsylvania
$63K -$6.07K -1,000 -9%
Creative Planning
100
Creative Planning
Kansas
$61K -$50.2K -8,274 -45%
2 3
4
5 6

IGR Hedge Fund Activity: Q3 2020 in Review

130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2020, worth a combined $180M — down 1% from $182M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IGR positions and 4 closed out — a net gain of 11 holders — while 42 added to existing stakes and 43 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $5.13M. The largest seller was Wells Fargo, cutting an estimated $8.49M.

  • 130 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2020, up from 119 in Q2 2020.
  • Funds reported $180M of CBRE Global Real Estate Income Fund stock for Q3 2020, down 1% quarter-over-quarter.
  • 15 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2020 and 4 closed out, a net change of +11 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q3 2020 was Cornerstone Advisors, an estimated $5.13M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q3 2020 was Wells Fargo, an estimated $8.49M sold.

Based on aggregated 13F filings for Q3 2020.