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IGR

CBRE Global Real Estate Income Fund

126 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

7% more funds holding

Funds holding: 118126 (+8)

0.84% less ownership

Funds ownership: 23.88%23.03% (-0.84%)

4% less capital invested

Capital invested by funds: $161M → $154M (-$6.55M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
32
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Burney Company
Virginia
$217K -$84.7K -14,386 -27%
PAS
52
Park Avenue Securities
New York
$217K -$13.9K -2,366 -6%
BMA
53
Brooks Moore & Associates
Tennessee
$188K
IWM
54
IHT Wealth Management
Illinois
$176K +$536 +91 +0.3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$175K
AWM
56
Axxcess Wealth Management
California
$174K -$126K -21,326 -41%
Walleye Capital
57
Walleye Capital
New York
$172K +$177K +30,056 New
DADC
58
D.A. Davidson & Co
Montana
$168K -$244K -41,396 -58%
JP Morgan Chase
59
JP Morgan Chase
New York
$166K +$120K +20,436 +236%
IA
60
IFP Advisors
Florida
$164K -$14.5K -2,469 -11%
BPA
61
Beacon Pointe Advisors
California
$161K +$471 +80 +0.3%
Invesco
62
Invesco
Georgia
$156K -$9.39K -1,595 -6%
QFA
63
Quattro Financial Advisors
Texas
$150K +$3.89K +660 +3%
EH
64
Equitable Holdings
New York
$149K +$9.01K +1,530 +6%
WSFS
65
Wilmington Savings Fund Society
Delaware
$133K
SPIA
66
Steward Partners Investment Advisory
New York
$124K -$23.1K -3,917 -15%
BWP
67
Balboa Wealth Partners
Arizona
$124K
AAS
68
Avantax Advisory Services
Texas
$123K +$1.56K +265 +1%
DA
69
Doliver Advisors
Texas
$121K +$125K +21,156 New
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$114K -$24.2K -4,104 -17%
MOS
71
MGO One Seven
Ohio
$112K -$33K -5,595 -22%
MIC
72
Meridian Investment Counsel
California
$109K
CIA
73
Capital Investment Advisors
Georgia
$104K -$5.58K -948 -5%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$103K +$22.4K +3,811 +27%
NFG
75
Nations Financial Group
Iowa
$100K +$23.1K +3,919 +29%

IGR Hedge Fund Activity: Q4 2022 in Review

126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2022, worth a combined $154M — down 4.1% from $161M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGR positions and 13 closed out — a net gain of 10 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.75M. The largest seller was Morgan Stanley, cutting an estimated $8.14M.

  • 126 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2022, up from 118 in Q3 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q4 2022, down 4.1% quarter-over-quarter.
  • 23 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2022 was Osaic Holdings, an estimated $1.75M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2022.