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IGR

CBRE Global Real Estate Income Fund

124 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

2.06% more ownership

Funds ownership: 23.03%25.1% (+2.1%)

0% more capital invested

Capital invested by funds: $154M → $154M (+$300K)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 126124 (-2)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
50
Reduced
30
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Saba Capital Management
New York
$266K +$312K +50,000 New
GC
52
Guggenheim Capital
Illinois
$216K +$9.93K +1,594 +4%
GRP
53
Global Retirement Partners
California
$211K +$1.55K +249 +0.6%
JP Morgan Chase
54
JP Morgan Chase
New York
$209K +$64.4K +10,326 +35%
FFWM
55
Future Financial Wealth Management
Ohio
$197K +$146K +23,381 +161%
DAS
56
Dynamic Advisor Solutions
Arizona
$195K -$19.6K -3,149 -8%
NA
57
NewEdge Advisors
Louisiana
$188K +$7.76K +1,245 +4%
BC
58
Burney Company
Virginia
$186K -$17.6K -2,819 -7%
HighTower Advisors
59
HighTower Advisors
Illinois
$185K -$49.7K -7,977 -19%
BMA
60
Brooks Moore & Associates
Tennessee
$174K
IWM
61
IHT Wealth Management
Illinois
$164K +$573 +92 +0.3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$162K
AWM
63
Axxcess Wealth Management
California
$160K -$1.74K -279 -0.9%
BPA
64
Beacon Pointe Advisors
California
$150K +$299 +48 +0.2%
EH
65
Equitable Holdings
New York
$138K
WSFS
66
Wilmington Savings Fund Society
Delaware
$123K
QC
67
Quantedge Capital
Singapore
$120K +$141K +22,600 New
SPIA
68
Steward Partners Investment Advisory
New York
$119K +$4.02K +645 +3%
DADC
69
D.A. Davidson & Co
Montana
$116K -$46.8K -7,513 -26%
Invesco
70
Invesco
Georgia
$106K -$44.5K -7,142 -26%
MOS
71
MGO One Seven
Ohio
$106K +$2.89K +463 +2%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$106K +$492 +79 +0.4%
MIC
73
Meridian Investment Counsel
California
$101K
AAS
74
Avantax Advisory Services
Texas
$99.2K -$17.7K -2,840 -13%
SWM
75
Spire Wealth Management
Virginia
$98.5K +$111K +17,785 +2,304%

IGR Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2023, worth a combined $154M — up 0.19% from $154M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 18 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $2.83M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.53M sold.

  • 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2023, down from 126 in Q4 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q1 2023, up 0.19% quarter-over-quarter.
  • 18 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2023 and 19 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2023 was Bank of America, an estimated $2.83M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2023.