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IGR

CBRE Global Real Estate Income Fund

126 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

7% more funds holding

Funds holding: 118126 (+8)

0.84% less ownership

Funds ownership: 23.88%23.03% (-0.84%)

4% less capital invested

Capital invested by funds: $161M → $154M (-$6.55M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
32
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Cooper Financial Group
California
$868K +$62.5K +10,606 +8%
1WA
27
180 Wealth Advisors
Washington
$866K +$33.8K +5,742 +5%
RJA
28
Raymond James & Associates
Florida
$850K -$145K -24,608 -14%
WAM
29
Weiss Asset Management
Massachusetts
$783K +$805K +136,718 New
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$705K -$124K -21,004 -15%
CAN
31
Cetera Advisor Networks
California
$657K +$341K +57,864 +102%
SC
32
Stolper & Co
Oklahoma
$561K -$357K -60,555 -38%
EC
33
Elequin Capital
New York
$514K +$528K +89,655 New
EDRIA
34
Edmonds Duncan Registered Investment Advisors
Kansas
$494K -$108K -18,328 -18%
AGM
35
Alpine Global Management
New York
$483K +$497K +84,308 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$476K -$14.8K -2,518 -3%
Mariner
37
Mariner
Kansas
$463K -$9.02K -1,532 -2%
LCM
38
Landscape Capital Management
New Jersey
$452K +$465K +78,949 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$429K -$6.34K -1,076 -1%
TCA
40
Transcend Capital Advisors
New Jersey
$378K -$6.51K -1,106 -2%
SA
41
SFI Advisors
New Jersey
$364K +$374K +63,515 New
LOPW
42
Live Oak Private Wealth
North Carolina
$314K
CCFM
43
Clear Creek Financial Management
Washington
$309K +$318K +54,000 New
MC
44
Moors & Cabot
Massachusetts
$298K +$6.37K +1,081 +2%
FAIM
45
Financial Advocates Investment Management
Washington
$296K +$43.9K +7,461 +17%
WI
46
Wintrust Investments
Illinois
$289K -$13.6K -2,313 -4%
HighTower Advisors
47
HighTower Advisors
Illinois
$244K -$8.92K -1,515 -3%
DAS
48
Dynamic Advisor Solutions
Arizona
$229K +$1.93K +327 +0.8%
GRP
49
Global Retirement Partners
California
$226K +$707 +120 +0.3%
GC
50
Guggenheim Capital
Illinois
$224K -$3.28K -557 -1%

IGR Hedge Fund Activity: Q4 2022 in Review

126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2022, worth a combined $154M — down 4.1% from $161M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGR positions and 13 closed out — a net gain of 10 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.75M. The largest seller was Morgan Stanley, cutting an estimated $8.14M.

  • 126 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2022, up from 118 in Q3 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q4 2022, down 4.1% quarter-over-quarter.
  • 23 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2022 was Osaic Holdings, an estimated $1.75M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2022.