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IGR

CBRE Global Real Estate Income Fund

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: 132119 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$10K
GRP
102
Global Retirement Partners
California
$10K
SF
103
Synovus Financial
Georgia
$10K
TFS
104
TrustCore Financial Services
Tennessee
$9K
TFGT
105
TS Financial Group (TSFG)
Illinois
$9K
SWM
106
Selective Wealth Management
Virginia
$8K
GWM
107
Geneos Wealth Management
Colorado
$6K -$343 -60 -5%
AF
108
Allworth Financial
California
$5K
MF
109
Manchester Financial
California
$3K -$7.37K -1,290 -72%
BWM
110
BerganKDV Wealth Management
Minnesota
$3K
WLPWM
111
Walled Lake Planning & Wealth Management
Illinois
$3K +$63 +11 +3%
BlackRock
112
BlackRock
New York
$2K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$2K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$1K
Goldman Sachs
115
Goldman Sachs
New York
-$1M -191,735 Closed
BSW
116
Buckingham Strategic Wealth
Missouri
-$782K -149,200 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
-$256K -48,842 Closed
BWM
118
Benchmark Wealth Management
Connecticut
-$221K -42,091 Closed
Lido Advisors
119
Lido Advisors
California
-$196K -37,395 Closed
Jane Street
120
Jane Street
New York
-$148K -28,237 Closed
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
-$101K -19,229 Closed
OA
122
Oxbow Advisors
Texas
-$97K -18,540 Closed
AWM
123
AE Wealth Management
Kansas
-$81K -15,365 Closed
BRWA
124
B. Riley Wealth Advisors
Florida
-$67K -12,694 Closed
RJT
125
Raymond James Trust
Florida
-$62K -11,816 Closed

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.