CBRE Global Real Estate Income Fund
IGR
124 hedge funds and large institutions have $251M invested in CBRE Global Real Estate Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 15 closing their positions.
20% more capital invested
Capital invested by funds: $209M → $251M (+$41.8M)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1.39% more ownership
Funds ownership: 26.18% → 27.57% (+1.4%)
8% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 37
0% more funds holding
Funds holding: 124 → 124 (0)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$32.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.11M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$3.99M |
| 4 |
Morgan Stanley
New York
|
+$2.55M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.21M |
Top Sellers
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$13.4M |
| 2 |
QC
Quantedge Capital
Singapore
|
-$3.78M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$3.73M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.61M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Walleye Capital
New York
| – | -$631 | -91,681 | Closed |
|
127
Walleye Trading
New York
| – | -$288K | -41,829 | Closed |
|
|
DA
128
Doliver Advisors
Houston,
Texas
| – | -$257K | -37,287 | Closed |
|
129
Millennium Management
New York
| – | -$196K | -28,557 | Closed |
|
|
LNWWM
130
Laird Norton Wetherby Wealth Management
San Francisco,
California
| – | -$74K | -10,725 | Closed |
|
|
KPWS
131
Kestra Private Wealth Services
Austin,
Texas
| – | -$69K | -10,049 | Closed |
|
|
CFB
132
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$21K | -3,000 | Closed |
|
|
ASN
133
Advisory Services Network
Atlanta,
Georgia
| – | -$19K | -2,800 | Closed |
|
|
WLPWM
134
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$2K | -220 | Closed |
|
|
WAP
135
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | +$29 | +4 | New |
|
|
DWMG
136
DB Wealth Management Group
San Diego,
California
| – | +$72 | +10 | New |
|
IGR Hedge Fund Activity: Q1 2021 in Review
124 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2021, worth a combined $251M — up 20% from $209M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IGR positions and 15 closed out — a net gain of 2 holders — while 40 added to existing stakes and 37 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $32.2M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $13.4M sold.
- 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $251M of CBRE Global Real Estate Income Fund stock for Q1 2021, up 20% quarter-over-quarter.
- 17 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2021 and 15 closed out, a net change of +2 holders.
- The largest CBRE Global Real Estate Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $32.2M added.
- The largest CBRE Global Real Estate Income Fund seller in Q1 2021 was Cornerstone Advisors, an estimated $13.4M sold.
Based on aggregated 13F filings for Q1 2021.