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IGR

CBRE Global Real Estate Income Fund

113 hedge funds and large institutions have $172M invested in CBRE Global Real Estate Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 25.5%24.43% (-1.1%)

8% less funds holding

Funds holding: 123113 (-10)

10% less capital invested

Capital invested by funds: $192M → $172M (-$19.6M)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
-10
Holders Change %
-8.13%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
35
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$200K -$60.2K -11,969 -23%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$184K
HighTower Advisors
53
HighTower Advisors
Illinois
$178K -$40.3K -8,000 -19%
EWA
54
EP Wealth Advisors
California
$178K
SI
55
Stephens Inc
Arkansas
$177K
IGWM
56
ICA Group Wealth Management
Colorado
$175K -$8.05K -1,600 -4%
LCM
57
Landscape Capital Management
New Jersey
$172K -$1.15M -228,659 -87%
VL
58
Vima LLC
Michigan
$171K -$94.8K -18,833 -36%
JP Morgan Chase
59
JP Morgan Chase
New York
$167K -$49.6K -9,847 -23%
MOS
60
MGO One Seven
Ohio
$160K -$19.5K -3,868 -11%
PWPS
61
Pinnacle Wealth Planning Services
Ohio
$156K +$16.1K +3,204 +12%
H
62
HoyleCohen
California
$151K +$101K +20,000 +200%
GRP
63
Global Retirement Partners
California
$129K -$40K -7,959 -24%
PAG
64
Private Advisor Group
New Jersey
$129K -$44.2K -8,793 -26%
BC
65
Burney Company
Virginia
$124K
Calamos Advisors
66
Calamos Advisors
Illinois
$118K -$32.2K -6,401 -22%
LFAS
67
Level Four Advisory Services
Texas
$113K +$113K +22,480 New
AWM
68
Atticus Wealth Management
Florida
$108K +$9.29K +1,846 +9%
AWM
69
Axxcess Wealth Management
California
$105K +$850 +169 +0.8%
NA
70
NewEdge Advisors
Louisiana
$100K
MFG
71
Merit Financial Group
Georgia
$97.7K +$3.53K +701 +4%
AWM
72
Alterna Wealth Management
Texas
$96.4K +$4.94K +982 +5%
OAM
73
Occidental Asset Management
California
$95K +$9.68K +1,924 +11%
AWA
74
Arete Wealth Advisors
Illinois
$91K +$90.7K +18,018 New
SPC
75
Sigma Planning Corp
Michigan
$89.7K +$17.3K +3,446 +24%

IGR Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q2 2024, worth a combined $172M — down 10% from $192M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 11 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $2.48M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $2.39M sold.

  • 113 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q2 2024, down from 123 in Q1 2024.
  • Funds reported $172M of CBRE Global Real Estate Income Fund stock for Q2 2024, down 10% quarter-over-quarter.
  • 11 funds opened new CBRE Global Real Estate Income Fund positions in Q2 2024 and 19 closed out, a net change of -8 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2.48M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q2 2024 was Absolute Investment Advisers, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2024.