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IGR

CBRE Global Real Estate Income Fund

107 hedge funds and large institutions have $225M invested in CBRE Global Real Estate Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $172M → $225M (+$52.4M)

0.06% more ownership

Funds ownership: 24.43%24.49% (+0.06%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

5% less funds holding

Funds holding: 113107 (-6)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$229K -$1.74K -294 -0.8%
XT
52
XTX Topco
Cayman Islands
$206K +$185K +31,398 New
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$199K +$179K +30,319 New
GLA
54
Good Life Advisors
Pennsylvania
$187K +$84.1K +14,242 +100%
JP Morgan Chase
55
JP Morgan Chase
New York
$181K -$32.5K -5,505 -17%
BC
56
Burney Company
Virginia
$162K
HI
57
Harbour Investments
Wisconsin
$153K +$137K +23,269 New
MOS
58
MGO One Seven
Ohio
$144K -$57.7K -9,770 -31%
GRP
59
Global Retirement Partners
California
$144K -$22K -3,724 -15%
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$143K -$54K -9,140 -30%
AWM
61
Axxcess Wealth Management
California
$131K -$5.08K -860 -4%
LFAS
62
Level Four Advisory Services
Texas
$130K
MFG
63
Merit Financial Group
Georgia
$129K +$1.96K +332 +2%
AWM
64
Atticus Wealth Management
Florida
$129K -$11.1K -1,887 -9%
AWM
65
Alterna Wealth Management
Texas
$126K
NA
66
NewEdge Advisors
Louisiana
$126K -$4.5K -761 -4%
SPC
67
Sigma Planning Corp
Michigan
$118K +$632 +107 +0.6%
OAM
68
Occidental Asset Management
California
$116K -$7.49K -1,267 -7%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$109K +$98K +16,581 New
CIA
70
Capital Investment Advisors
Georgia
$107K -$5.22K -884 -5%
FG
71
Fiduciary Group
Georgia
$98.4K
PAG
72
Private Advisor Group
New Jersey
$98.2K -$62.6K -10,601 -41%
NFG
73
Nations Financial Group
Iowa
$96.9K +$59 +10 +0.1%
HFP
74
Holistic Financial Partners
Indiana
$94.9K
BRWA
75
B. Riley Wealth Advisors
Florida
$92.6K -$738 -125 -0.9%

IGR Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2024, worth a combined $225M — up 30% from $172M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGR and 14 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 31 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $18.9M. The largest seller was City of London Investment Management, exiting entirely with an estimated $7.81M sold.

  • 107 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $225M of CBRE Global Real Estate Income Fund stock for Q3 2024, up 30% quarter-over-quarter.
  • 14 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2024 and 15 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $18.9M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q3 2024 was City of London Investment Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2024.