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IGR

CBRE Global Real Estate Income Fund

113 hedge funds and large institutions have $172M invested in CBRE Global Real Estate Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 25.5%24.43% (-1.1%)

8% less funds holding

Funds holding: 123113 (-10)

10% less capital invested

Capital invested by funds: $192M → $172M (-$19.6M)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
-10
Holders Change %
-8.13%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
35
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
SFI Advisors
New Jersey
$726K +$50.2K +9,979 +7%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$653K -$251K -49,915 -28%
SIC
28
Samalin Investment Counsel
New York
$586K -$1.9K -378 -0.3%
RJA
29
Raymond James & Associates
Florida
$572K +$31.4K +6,247 +6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$566K -$58.4K -11,596 -9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$548K -$46.8K -9,291 -8%
Mariner
32
Mariner
Kansas
$530K +$48K +9,538 +10%
SC
33
Stolper & Co
Oklahoma
$517K +$176 +35 +0%
AFG
34
Atomi Financial Group
New York
$514K +$35.8K +7,108 +7%
IWM
35
IHT Wealth Management
Illinois
$499K +$699 +139 +0.1%
TCA
36
Transcend Capital Advisors
New Jersey
$474K
CL
37
Choreo LLC
Illinois
$440K +$441K +87,573 New
DAS
38
Dynamic Advisor Solutions
Arizona
$380K -$9.62K -1,912 -2%
JWCA
39
J.W. Cole Advisors
Florida
$379K +$144K +28,701 +62%
MC
40
Moors & Cabot
Massachusetts
$349K +$7.97K +1,584 +2%
PAS
41
Park Avenue Securities
New York
$278K +$17.3K +3,434 +7%
LOPW
42
Live Oak Private Wealth
North Carolina
$277K
CCFM
43
Clear Creek Financial Management
Washington
$247K
WI
44
Wintrust Investments
Illinois
$242K -$8.59K -1,706 -3%
AA
45
AQR Arbitrage
Connecticut
$225K -$1.81M -358,746 -89%
US Bancorp
46
US Bancorp
Minnesota
$216K +$17.4K +3,458 +9%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$215K -$45.6K -9,059 -18%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$215K -$27K -5,358 -11%
AO
49
Advisor OS
Illinois
$205K +$205K +40,649 New
QFA
50
Quattro Financial Advisors
Texas
$203K -$49.5K -9,833 -20%

IGR Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q2 2024, worth a combined $172M — down 10% from $192M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 11 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $2.48M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $2.39M sold.

  • 113 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q2 2024, down from 123 in Q1 2024.
  • Funds reported $172M of CBRE Global Real Estate Income Fund stock for Q2 2024, down 10% quarter-over-quarter.
  • 11 funds opened new CBRE Global Real Estate Income Fund positions in Q2 2024 and 19 closed out, a net change of -8 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2.48M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q2 2024 was Absolute Investment Advisers, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2024.