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IGR

CBRE Global Real Estate Income Fund

124 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

2.06% more ownership

Funds ownership: 23.03%25.1% (+2.1%)

0% more capital invested

Capital invested by funds: $154M → $154M (+$300K)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 126124 (-2)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
50
Reduced
30
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$860K -$115K -18,454 -10%
SDWIA
27
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$853K +$46.8K +7,512 +5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$846K +$12K +1,926 +1%
SI
29
Stephens Inc
Arkansas
$845K -$9.45K -1,517 -0.9%
RJA
30
Raymond James & Associates
Florida
$793K +$5.76K +925 +0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$733K +$343K +54,961 +66%
1WA
32
180 Wealth Advisors
Washington
$684K -$8.32K -1,335 -1%
CAN
33
Cetera Advisor Networks
California
$670K +$71.1K +11,407 +10%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$638K -$17.6K -2,830 -2%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$622K +$640K +102,717 +713%
TCA
36
Transcend Capital Advisors
New Jersey
$581K +$271K +43,415 +66%
AFG
37
Atomi Financial Group
New York
$554K +$650K +104,319 New
JMPWA
38
JP Morgan Private Wealth Advisors
California
$502K +$492K +78,944 +505%
SC
39
Stolper & Co
Oklahoma
$488K -$37K -5,944 -6%
EDRIA
40
Edmonds Duncan Registered Investment Advisors
Kansas
$487K +$34.7K +5,572 +6%
Mariner
41
Mariner
Kansas
$385K -$47.7K -7,653 -9%
SA
42
SFI Advisors
New Jersey
$377K +$46.3K +7,433 +12%
AA
43
AQR Arbitrage
Connecticut
$367K +$431K +69,099 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$360K -$44.2K -7,086 -9%
FAIM
45
Financial Advocates Investment Management
Washington
$297K +$26.3K +4,212 +8%
WI
46
Wintrust Investments
Illinois
$297K +$33.9K +5,446 +11%
DA
47
Doliver Advisors
Texas
$296K +$216K +34,597 +164%
LOPW
48
Live Oak Private Wealth
North Carolina
$291K
CCFM
49
Clear Creek Financial Management
Washington
$282K -$5.61K -900 -2%
MC
50
Moors & Cabot
Massachusetts
$279K +$2.98K +478 +0.9%

IGR Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2023, worth a combined $154M — up 0.19% from $154M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 18 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $2.83M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.53M sold.

  • 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2023, down from 126 in Q4 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q1 2023, up 0.19% quarter-over-quarter.
  • 18 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2023 and 19 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2023 was Bank of America, an estimated $2.83M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2023.