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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $276M invested in CBRE Global Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

44% more capital invested

Capital invested by funds: $191M → $276M (+$84.5M)

8% more funds holding

Funds holding: 123133 (+10)

5.86% more ownership

Funds ownership: 30.33%36.19% (+5.9%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
31
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$417K +$122K +26,647 +52%
IWM
52
IHT Wealth Management
Illinois
$414K -$1.17K -256 -0.3%
QFA
53
Quattro Financial Advisors
Texas
$408K -$344K -75,183 -100%
TCA
54
Transcend Capital Advisors
New Jersey
$406K -$126K -27,419 -27%
VL
55
Vima LLC
Michigan
$405K +$342K +74,613 New
Comerica Bank
56
Comerica Bank
Texas
$362K -$24.2K -5,291 -7%
MC
57
Moors & Cabot
Massachusetts
$360K +$49.4K +10,794 +19%
WAM
58
Weiss Asset Management
Massachusetts
$302K +$254K +55,580 New
LOPW
59
Live Oak Private Wealth
North Carolina
$298K
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$284K -$65.5K -14,304 -22%
SA
61
SFI Advisors
New Jersey
$284K -$220K -48,147 -48%
MFG
62
Merit Financial Group
Georgia
$273K -$42K -9,179 -15%
WI
63
Wintrust Investments
Illinois
$272K -$13.7K -2,983 -6%
CCFM
64
Clear Creek Financial Management
Washington
$266K -$18.8K -4,100 -8%
HighTower Advisors
65
HighTower Advisors
Illinois
$240K -$16.9K -3,700 -8%
FFWM
66
Future Financial Wealth Management
Ohio
$218K +$1.68K +366 +0.9%
GRP
67
Global Retirement Partners
California
$218K
PAS
68
Park Avenue Securities
New York
$216K -$31.8K -6,938 -15%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$198K -$86.9K -18,975 -34%
US Bancorp
70
US Bancorp
Minnesota
$195K +$165K +36,000 New
IGWM
71
ICA Group Wealth Management
Colorado
$194K +$164K +35,728 New
EWA
72
EP Wealth Advisors
California
$191K -$25.2K -5,500 -13%
CAS
73
CTC Alternative Strategies
Illinois
$177K +$149K +32,588 New
LSC
74
Logan Stone Capital
Illinois
$164K +$138K +30,245 New
AllianceBernstein
75
AllianceBernstein
Tennessee
$163K +$137K +30,000 New