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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
SFS
101
Sowell Financial Services
Arkansas
$46K -$7.34K -1,208 -14%
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$41K +$41.3K +6,800 New
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$33K -$644 -106 -2%
PGAM
104
Princeton Global Asset Management
New Jersey
$29K – – –
APA
105
American Portfolios Advisors
New York
$23.8K -$85 -14 -0.4%
BCM
106
Blume Capital Management
California
$18K – – –
CFB
107
Cullen/Frost Bankers
Texas
$18K – – –
ASN
108
Advisory Services Network
Georgia
$18K +$18K +2,960 New
CFN
109
Cordasco Financial Network
Florida
$12K – – –
CT
110
Caldwell Trust
Florida
$10.2K – – –
GRP
111
Global Retirement Partners
California
$10K – – –
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$9K -$1.52K -250 -14%
TFS
113
TrustCore Financial Services
Tennessee
$9K – – –
TFGT
114
TS Financial Group (TSFG)
Illinois
$9K – – –
JWM
115
Jeppson Wealth Management
California
$9K +$9.11K +1,500 New
SWM
116
Selective Wealth Management
Virginia
$8K – – –
RFA
117
Reilly Financial Advisors
California
$8K +$7.81K +1,286 New
GWM
118
Geneos Wealth Management
Colorado
$7K +$176 +29 +2%
BWA
119
BDO Wealth Advisors
Florida
$7K +$7.29K +1,200 New
AF
120
Allworth Financial
California
$5K – – –
MF
121
Manchester Financial
California
$4K +$899 +148 +29%
WLPWM
122
Walled Lake Planning & Wealth Management
Illinois
$3K +$61 +10 +2%
BlackRock
123
BlackRock
New York
$2K – – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
S
125
SignatureFD
Georgia
$2K +$1.67K +275 New
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.