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IGR

CBRE Global Real Estate Income Fund

123 hedge funds and large institutions have $192M invested in CBRE Global Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 133123 (-10)

10.69% less ownership

Funds ownership: 36.19%25.5% (-11%)

30% less capital invested

Capital invested by funds: $276M → $192M (-$83.6M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$995K +$25.2K +4,827 +3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$966K -$57.2K -10,935 -6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$941K +$127K +24,238 +16%
Stifel Financial
29
Stifel Financial
Missouri
$857K +$58.7K +11,220 +8%
QL
30
Quarry LP
New York
$778K -$6.19K -1,184 -0.8%
1WA
31
180 Wealth Advisors
Washington
$742K +$28.7K +5,495 +4%
SA
32
SFI Advisors
New Jersey
$721K +$427K +81,725 +156%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$667K +$163K +31,189 +34%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$635K -$9.46K -1,810 -2%
SIC
35
Samalin Investment Counsel
New York
$628K -$120K -22,974 -16%
CAN
36
Cetera Advisor Networks
California
$579K +$19.4K +3,716 +4%
RJA
37
Raymond James & Associates
Florida
$577K +$18.4K +3,522 +3%
SC
38
Stolper & Co
Oklahoma
$552K +$49K +9,371 +10%
IWM
39
IHT Wealth Management
Illinois
$532K +$119K +22,669 +30%
Mariner
40
Mariner
Kansas
$514K +$26.5K +5,064 +6%
AFG
41
Atomi Financial Group
New York
$510K -$3.28K -627 -0.7%
TCA
42
Transcend Capital Advisors
New Jersey
$506K +$101K +19,307 +26%
DAS
43
Dynamic Advisor Solutions
Arizona
$416K -$523 -100 -0.1%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$402K -$215K -41,089 -35%
MC
45
Moors & Cabot
Massachusetts
$364K +$7.58K +1,449 +2%
LOPW
46
Live Oak Private Wealth
North Carolina
$295K
VL
47
Vima LLC
Michigan
$281K -$114K -21,788 -29%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$278K -$162K -31,071 -38%
PAS
49
Park Avenue Securities
New York
$278K +$61.7K +11,808 +30%
Comerica Bank
50
Comerica Bank
Texas
$278K -$78.9K -15,099 -23%

IGR Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2024, worth a combined $192M — down 30% from $276M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGR and 16 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was City of London Investment Management, adding an estimated $5.62M. The largest seller was Morgan Stanley, cutting an estimated $50.6M.

  • 123 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2024, down from 133 in Q4 2023.
  • Funds reported $192M of CBRE Global Real Estate Income Fund stock for Q1 2024, down 30% quarter-over-quarter.
  • 16 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2024 and 25 closed out, a net change of -9 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2024 was City of London Investment Management, an estimated $5.62M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2024.