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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
PAG
76
Private Advisor Group
New Jersey
$169K +$76.6K +12,062 +97%
QFA
77
Quattro Financial Advisors
Texas
$157K +$2.35K +371 +2%
SPIA
78
Steward Partners Investment Advisory
New York
$141K -$10.9K -1,724 -8%
QCIG
79
Quad-Cities Investment Group
Iowa
$132K -$59.6K -9,388 -33%
DADC
80
D.A. Davidson & Co
Montana
$132K +$6.98K +1,100 +6%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$129K -$8.3K -1,308 -7%
DC
82
Davenport & Co
Virginia
$121K +$23K +3,624 +26%
PFPT
83
Pinnacle Financial Partners (Tennessee)
Tennessee
$120K
FF
84
FourThought Financial
Florida
$117K +$109K +17,113 New
CAN
85
Cetera Advisor Networks
California
$115K
CIA
86
Capital Investment Advisors
Georgia
$108K -$6.35K -1,000 -6%
Truist Financial
87
Truist Financial
North Carolina
$100K -$17.6K -2,765 -16%
GLA
88
Good Life Advisors
Pennsylvania
$97K
FM
89
Foster & Motley
Ohio
$96K
NFG
90
Nations Financial Group
Iowa
$93K +$32 +5 +0%
AAS
91
Avantax Advisory Services
Texas
$89K
MAFM
92
Mid Atlantic Financial Management
Pennsylvania
$82K +$75.8K +11,943 New
SAMC
93
Spectrum Asset Management (California)
California
$77K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$76K
SPC
95
Sigma Planning Corp
Michigan
$75K +$394 +62 +0.6%
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$74K +$68.1K +10,725 New
AWM
97
Atticus Wealth Management
Florida
$69K -$32.3K -5,085 -34%
KPWS
98
Kestra Private Wealth Services
Texas
$69K +$63.8K +10,049 New
FIA
99
FNY Investment Advisers
New York
$54K +$50.5K +7,950 New
SFS
100
Sowell Financial Services
Arkansas
$53K +$146 +23 +0.3%

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.