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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
AIP
126
Ahrens Investment Partners
Louisiana
– -$76K -12,700 Closed
KAS
127
Kestra Advisory Services
Texas
– -$72K -12,072 Closed
Fisher Asset Management
128
Fisher Asset Management
Washington
– -$71K -11,914 Closed
MMA
129
Miracle Mile Advisors
California
– -$67K -11,225 Closed
BS
130
Boenning & Scattergood
Pennsylvania
– -$63K -10,550 Closed
Creative Planning
131
Creative Planning
Kansas
– -$61K -10,271 Closed
KTC
132
Kistler-Tiffany Companies
Pennsylvania
– -$41K -6,800 Closed
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
– -$33K -5,440 Closed
CT
134
Caldwell Trust
Florida
– -$10.2K -1,700 Closed
TFS
135
TrustCore Financial Services
Tennessee
– -$9K -1,571 Closed
JWM
136
Jeppson Wealth Management
California
– -$9K -1,500 Closed
RFA
137
Reilly Financial Advisors
California
– -$8K -1,286 Closed
BlackRock
138
BlackRock
New York
– -$2K -300 Closed
S
139
SignatureFD
Georgia
– -$2K -275 Closed
DI
140
Disciplined Investments
Oklahoma
– -$1K -230 Closed
Fidelity Investments
141
Fidelity Investments
Massachusetts
– +$6 +1 New
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.