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IGR

CBRE Global Real Estate Income Fund

123 hedge funds and large institutions have $192M invested in CBRE Global Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 133123 (-10)

10.69% less ownership

Funds ownership: 36.19%25.5% (-11%)

30% less capital invested

Capital invested by funds: $276M → $192M (-$83.6M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
51
Quattro Financial Advisors
Texas
$270K +$262K +50,119 +1,002,380%
WI
52
Wintrust Investments
Illinois
$268K -$1.78K -340 -0.7%
CCFM
53
Clear Creek Financial Management
Washington
$264K
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$258K -$22.4K -4,279 -8%
JWCA
55
J.W. Cole Advisors
Florida
$250K +$172K +32,978 +244%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$237K +$163K +31,224 +243%
JP Morgan Chase
57
JP Morgan Chase
New York
$231K -$518K -99,023 -70%
HighTower Advisors
58
HighTower Advisors
Illinois
$231K -$6.11K -1,168 -3%
US Bancorp
59
US Bancorp
Minnesota
$212K +$18.1K +3,463 +10%
YCM
60
Yakira Capital Management
Connecticut
$206K -$486K -92,872 -71%
QC
61
Quantedge Capital
Singapore
$197K -$966K -184,700 -83%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$196K -$105 -20 -0.1%
IGWM
63
ICA Group Wealth Management
Colorado
$195K +$3.17K +607 +2%
VF
64
Virtu Financial
New York
$194K +$188K +36,016 New
MOS
65
MGO One Seven
Ohio
$191K +$52.4K +10,029 +39%
EWA
66
EP Wealth Advisors
California
$190K
SI
67
Stephens Inc
Arkansas
$189K -$321K -61,367 -64%
PAG
68
Private Advisor Group
New Jersey
$185K -$775K -148,154 -81%
GRP
69
Global Retirement Partners
California
$181K -$36.2K -6,934 -17%
Calamos Advisors
70
Calamos Advisors
Illinois
$160K +$156K +29,759 New
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$149K +$15.5K +2,972 +12%
BC
72
Burney Company
Virginia
$133K -$23.9K -4,580 -16%
AWM
73
Axxcess Wealth Management
California
$111K -$42.2K -8,074 -28%
BPA
74
Beacon Pointe Advisors
California
$107K +$104K +19,964 New
NA
75
NewEdge Advisors
Louisiana
$107K +$7.32K +1,400 +8%

IGR Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2024, worth a combined $192M — down 30% from $276M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGR and 16 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was City of London Investment Management, adding an estimated $5.62M. The largest seller was Morgan Stanley, cutting an estimated $50.6M.

  • 123 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2024, down from 133 in Q4 2023.
  • Funds reported $192M of CBRE Global Real Estate Income Fund stock for Q1 2024, down 30% quarter-over-quarter.
  • 16 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2024 and 25 closed out, a net change of -9 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2024 was City of London Investment Management, an estimated $5.62M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2024.