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IGR

CBRE Global Real Estate Income Fund

124 hedge funds and large institutions have $251M invested in CBRE Global Real Estate Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $209M → $251M (+$41.8M)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1.39% more ownership

Funds ownership: 26.18%27.57% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding

Funds holding: 124124 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
Holders Change %
0%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
40
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
76
Davenport & Co
Virginia
$137K
CFA
77
Capstone Financial Advisors
Illinois
$133K +$123K +17,000 New
CAN
78
Cetera Advisor Networks
California
$131K
FIA
79
FNY Investment Advisers
New York
$128K +$61.4K +8,491 +107%
CIA
80
Capital Investment Advisors
Georgia
$123K
MAFM
81
Mid Atlantic Financial Management
Pennsylvania
$118K +$23.2K +3,207 +27%
WAM
82
WNY Asset Management
New York
$115K +$106K +14,635 New
FF
83
FourThought Financial
Florida
$113K -$19.1K -2,644 -15%
Truist Financial
84
Truist Financial
North Carolina
$113K -$390 -54 -0.4%
AIP
85
Ahrens Investment Partners
Louisiana
$112K +$104K +14,400 New
GLA
86
Good Life Advisors
Pennsylvania
$111K
FM
87
Foster & Motley
Ohio
$109K
SPC
88
Sigma Planning Corp
Michigan
$109K +$22.1K +3,051 +28%
NFG
89
Nations Financial Group
Iowa
$106K +$36 +5 +0%
AAS
90
Avantax Advisory Services
Texas
$100K
AWM
91
Atticus Wealth Management
Florida
$100K +$20.1K +2,775 +28%
PAG
92
Private Advisor Group
New Jersey
$97K -$87.2K -12,062 -49%
SAMC
93
Spectrum Asset Management (California)
California
$87K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$86K
Creative Planning
95
Creative Planning
Kansas
$80K +$73.7K +10,191 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$53K +$38.1K +5,273 +352%
SFS
97
Sowell Financial Services
Arkansas
$51K -$9.65K -1,334 -17%
PGAM
98
Princeton Global Asset Management
New Jersey
$38K
APA
99
American Portfolios Advisors
New York
$29.7K
BCM
100
Blume Capital Management
California
$23K

IGR Hedge Fund Activity: Q1 2021 in Review

124 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2021, worth a combined $251M — up 20% from $209M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGR positions and 15 closed out — a net gain of 2 holders — while 40 added to existing stakes and 37 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $32.2M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $13.4M sold.

  • 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $251M of CBRE Global Real Estate Income Fund stock for Q1 2021, up 20% quarter-over-quarter.
  • 17 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2021 and 15 closed out, a net change of +2 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $32.2M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2021 was Cornerstone Advisors, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2021.