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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $168M invested in CBRE Global Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

24% more funds holding

Funds holding: 107133 (+26)

0.37% more ownership

Funds ownership: 24.49%24.86% (+0.37%)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

25% less capital invested

Capital invested by funds: $225M → $168M (-$56.8M)

Holders
133
Holders Change
+26
Holders Change %
+24.3%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
34
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$786K +$930K +163,477 New
1WA
27
180 Wealth Advisors
Washington
$756K +$27.8K +4,887 +3%
Jane Street
28
Jane Street
New York
$740K +$817K +143,620 +1,416%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$679K -$146K -25,580 -15%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$600K -$2.97K -522 -0.4%
SA
31
SFI Advisors
New Jersey
$571K +$676K +118,763 New
RAM
32
Readystate Asset Management
Illinois
$531K +$628K +110,361 New
WAM
33
Wolverine Asset Management
Illinois
$507K +$599K +105,386 New
AFG
34
Atomi Financial Group
New York
$483K -$17.3K -3,044 -3%
IWM
35
IHT Wealth Management
Illinois
$473K -$377K -66,287 -40%
SC
36
Stolper & Co
Oklahoma
$465K -$15.4K -2,700 -3%
LCM
37
Landscape Capital Management
New Jersey
$441K +$521K +91,609 New
Mariner
38
Mariner
Kansas
$416K -$30.3K -5,328 -6%
Comerica Bank
39
Comerica Bank
Texas
$412K +$288K +50,636 +145%
SIC
40
Samalin Investment Counsel
New York
$402K +$2.65K +466 +0.6%
CL
41
Choreo LLC
Illinois
$379K +$17K +2,993 +4%
MC
42
Moors & Cabot
Massachusetts
$347K +$8.73K +1,534 +2%
XT
43
XTX Topco
Cayman Islands
$324K +$205K +36,005 +115%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$314K +$372K +65,328 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$295K +$349K +61,418 New
LOPW
46
Live Oak Private Wealth
North Carolina
$264K
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$261K -$427K -75,100 -58%
HF
48
HRT Financial
New York
$257K +$227K +39,984 +296%
PAS
49
Park Avenue Securities
New York
$253K +$4.1K +720 +1%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$245K +$33.9K +5,953 +13%

IGR Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2024, worth a combined $168M — down 25% from $225M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGR positions and 8 closed out — a net gain of 29 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Marex Group, opening a new position worth an estimated $1.32M. The largest seller was Morgan Stanley, cutting an estimated $2.92M.

  • 133 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $168M of CBRE Global Real Estate Income Fund stock for Q4 2024, down 25% quarter-over-quarter.
  • 37 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2024 and 8 closed out, a net change of +29 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2024 was Marex Group, an estimated $1.32M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2024.