We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund
IGR

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: 130 → 124 (-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
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$4.48M
2
1CP
1607 Capital Partners
Virginia
+$2.64M
3
Morgan Stanley
Morgan Stanley
New York
+$1.2M
4
PPA
Parametric Portfolio Associates
Washington
+$1.1M
5
C
Certuity
Florida
+$698K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$4.69M
2
WAM
Wolverine Asset Management
Illinois
-$3.17M
3
SC
Scotia Capital
Ontario, Canada
-$1.83M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$33K – – –
APA
102
American Portfolios Advisors
New York
$26.2K -$1.12K -177 -4%
BCM
103
Blume Capital Management
California
$21K – – –
CFB
104
Cullen/Frost Bankers
Texas
$21K – – –
ASN
105
Advisory Services Network
Georgia
$19K -$1.02K -160 -5%
GWM
106
Geneos Wealth Management
Colorado
$19K +$8.46K +1,333 +110%
CFN
107
Cordasco Financial Network
Florida
$14K – – –
GRP
108
Global Retirement Partners
California
$12K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$10K – – –
SWM
110
Selective Wealth Management
Virginia
$10K – – –
TFGT
111
TS Financial Group (TSFG)
Illinois
$10K – – –
BWA
112
BDO Wealth Advisors
Florida
$8K – – –
MF
113
Manchester Financial
California
$8K +$2.83K +446 +68%
AF
114
Allworth Financial
California
$6K – – –
IAIM
115
International Assets Investment Management
Florida
$5K +$4.47K +704 New
WLPWM
116
Walled Lake Planning & Wealth Management
Illinois
$2K -$1.33K -210 -49%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1K – – –
AA
119
Addison Advisors
Vermont
$1K +$1.17K +185 New
SWA
120
SOA Wealth Advisors
New York
$1K +$1.34K +211 New
Walleye Capital
121
Walleye Capital
New York
$631 -$42.2K -6,652 -7%
SC
122
Scotia Capital
Ontario, Canada
– -$1.83M -306,187 Closed
AWCI
123
Alpine Woods Capital Investors
New York
– -$179K -30,000 Closed
HFP
124
Holistic Financial Partners
Indiana
– -$86K -14,440 Closed
JWCA
125
J.W. Cole Advisors
Florida
– -$82K -13,693 Closed
2 3 4
5
6

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.