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IGR

CBRE Global Real Estate Income Fund

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.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

9% more funds holding

Funds holding: 119130 (+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

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
42
Reduced
43
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.6M -$1.97M -324,573 -10%
Wells Fargo
2
Wells Fargo
California
$16.3M -$8.49M -1,397,448 -34%
CA
3
Cornerstone Advisors
North Carolina
$16M +$5.13M +844,500 +46%
PPA
4
Parametric Portfolio Associates
Washington
$15.2M +$177K +29,139 +1%
Morgan Stanley
5
Morgan Stanley
New York
$13.5M +$1.8M +296,472 +15%
Bank of America
6
Bank of America
North Carolina
$12.5M +$13.5K +2,221 +0.1%
1CP
7
1607 Capital Partners
Virginia
$10.5M +$1.79M +295,480 +20%
AAM
8
Advisors Asset Management
Colorado
$6.55M +$271K +44,637 +4%
WAM
9
Wolverine Asset Management
Illinois
$4.75M -$1.07M -176,334 -18%
COLIM
10
City of London Investment Management
United Kingdom
$4.62M +$729K +119,974 +18%
CRC
11
Curi RMB Capital
Illinois
$3.96M +$532K +87,681 +15%
MC
12
Matisse Capital
Oregon
$3.48M
Osaic Holdings
13
Osaic Holdings
Arizona
$3.46M +$1.09M +179,380 +45%
Ameriprise
14
Ameriprise
Minnesota
$3.06M +$519K +85,544 +20%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.94M -$442K -72,754 -13%
FHA
16
Flagship Harbor Advisors
Massachusetts
$2.44M +$213K +35,061 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.19M -$148K -24,341 -6%
CF
18
Centaurus Financial
California
$2.09M +$126K +20,715 +6%
RJA
19
Raymond James & Associates
Florida
$2.01M -$149K -24,564 -7%
WA
20
WealthTrust Axiom
Pennsylvania
$1.88M -$110K -18,132 -5%
SC
21
Scotia Capital
Ontario, Canada
$1.83M +$37.3K +6,150 +2%
AA
22
AQR Arbitrage
Connecticut
$1.54M +$810K +133,335 +108%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$1.43M -$334K -54,995 -19%
CA
24
Cetera Advisors
Colorado
$1.42M -$86.6K -14,266 -6%
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$1.38M -$43.5K -7,164 -3%

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.