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IGR

CBRE Global Real Estate Income Fund
IGR

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: 132 → 119 (-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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$5.91M
2
WAM
Wolverine Asset Management
Illinois
+$3.73M
3
COLIM
City of London Investment Management
United Kingdom
+$3.73M
4
MC
Matisse Capital
Oregon
+$2.89M
5
FAIM
Financial Advocates Investment Management
Washington
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.58M
2
UBS Group
UBS Group
Switzerland
-$3.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.97M
4
AAM
Advisors Asset Management
Colorado
-$1.86M
5
Cohen & Steers
Cohen & Steers
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
126
Two Sigma Securities
New York
– -$54K -10,392 Closed
NA
127
NewEdge Advisors
Louisiana
– -$54K -10,266 Closed
WIA
128
Wealthstreet Investment Advisors
Texas
– -$52K -10,000 Closed
AIC
129
Ameritas Investment Company
Nebraska
– -$42K -7,975 Closed
SBL
130
Sargent Bickham Lagudis
Colorado
– -$17K -3,219 Closed
ASN
131
Advisory Services Network
Georgia
– -$15K -2,952 Closed
LWM
132
Liberty Wealth Management
California
– -$3K -547 Closed
CFA
133
Carroll Financial Associates
North Carolina
– -$3.03K -530 Closed
CFD
134
Creative Financial Designs
Indiana
– +$86 +15 New
GT
135
Glenmede Trust
Pennsylvania
– +$171 +30 New
2 3 4 5
6

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.