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IGR

CBRE Global Real Estate Income Fund

107 hedge funds and large institutions have $225M invested in CBRE Global Real Estate Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $172M → $225M (+$52.4M)

0.06% more ownership

Funds ownership: 24.43%24.49% (+0.06%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

5% less funds holding

Funds holding: 113107 (-6)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
26
180 Wealth Advisors
Washington
$1M +$40.6K +6,877 +5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$849K +$121K +20,495 +19%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$823K -$24.9K -4,222 -3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$686K -$46.7K -7,897 -7%
AFG
30
Atomi Financial Group
New York
$679K +$8.37K +1,416 +1%
SC
31
Stolper & Co
Oklahoma
$652K -$19.8K -3,356 -3%
Mariner
32
Mariner
Kansas
$603K -$78.9K -13,356 -13%
TCA
33
Transcend Capital Advisors
New Jersey
$566K -$47.3K -8,000 -9%
SIC
34
Samalin Investment Counsel
New York
$546K -$196K -33,144 -28%
AO
35
Advisor OS
Illinois
$508K +$216K +36,611 +90%
CL
36
Choreo LLC
Illinois
$482K -$74.8K -12,669 -14%
MC
37
Moors & Cabot
Massachusetts
$464K +$7.73K +1,309 +2%
RJA
38
Raymond James & Associates
Florida
$385K -$325K -54,958 -48%
LOPW
39
Live Oak Private Wealth
North Carolina
$361K
PAS
40
Park Avenue Securities
New York
$341K -$19.1K -3,234 -6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$295K +$13.8K +2,342 +6%
CCFM
42
Clear Creek Financial Management
Washington
$286K -$32.5K -5,500 -11%
US Bancorp
43
US Bancorp
Minnesota
$263K -$17.4K -2,943 -7%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$251K -$26.4K -4,474 -10%
QFA
45
Quattro Financial Advisors
Texas
$245K
Baird Financial Group
46
Baird Financial Group
Wisconsin
$244K -$867K -146,733 -80%
HighTower Advisors
47
HighTower Advisors
Illinois
$244K +$11.8K +2,000 +6%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$240K
EWA
49
EP Wealth Advisors
California
$232K
Comerica Bank
50
Comerica Bank
Texas
$230K -$27.2K -4,603 -12%

IGR Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2024, worth a combined $225M — up 30% from $172M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGR and 14 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 31 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $18.9M. The largest seller was City of London Investment Management, exiting entirely with an estimated $7.81M sold.

  • 107 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $225M of CBRE Global Real Estate Income Fund stock for Q3 2024, up 30% quarter-over-quarter.
  • 14 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2024 and 15 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $18.9M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q3 2024 was City of London Investment Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2024.