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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$5.13M |
| 2 |
Morgan Stanley
New York
|
+$1.8M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.79M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.09M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.49M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.57M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.97M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.07M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
DI
127
Disciplined Investments
Tulsa,
Oklahoma
| $1K | +$1.4K | +230 | New |
|
|
SF
128
Synovus Financial
Columbus,
Georgia
| – | -$10K | -1,700 | Closed |
|
|
BWM
129
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$3K | -500 | Closed |
|
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.