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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $168M invested in CBRE Global Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

24% more funds holding

Funds holding: 107133 (+26)

0.37% more ownership

Funds ownership: 24.49%24.86% (+0.37%)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

25% less capital invested

Capital invested by funds: $225M → $168M (-$56.8M)

Holders
133
Holders Change
+26
Holders Change %
+24.3%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
34
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cornerstone Advisors
North Carolina
$241K +$285K +50,121 New
TCA
52
Transcend Capital Advisors
New Jersey
$235K -$212K -37,300 -43%
AW
53
Alteri Wealth
California
$233K +$275K +48,377 New
QFA
54
Quattro Financial Advisors
Texas
$208K
US Bancorp
55
US Bancorp
Minnesota
$187K -$5.69K -1,000 -3%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$184K +$44.6K +7,843 +26%
GC
57
Guggenheim Capital
Illinois
$178K +$210K +37,000 New
Baird Financial Group
58
Baird Financial Group
Wisconsin
$176K -$3.57K -628 -2%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$175K
HighTower Advisors
60
HighTower Advisors
Illinois
$174K -$3.98K -700 -2%
EWA
61
EP Wealth Advisors
California
$170K
AG
62
AmeriFlex Group
Nevada
$156K +$171K +30,100 New
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$149K -$40.4K -7,107 -19%
BC
64
Burney Company
Virginia
$119K -$131 -23 -0.1%
KPWS
65
Kestra Private Wealth Services
Texas
$118K +$140K +24,600 New
LFAS
66
Level Four Advisory Services
Texas
$108K
GRP
67
Global Retirement Partners
California
$107K +$2.19K +385 +2%
HI
68
Harbour Investments
Wisconsin
$105K -$8.28K -1,456 -6%
MOS
69
MGO One Seven
Ohio
$103K -$3.46K -609 -3%
JP Morgan Chase
70
JP Morgan Chase
New York
$101K -$37.5K -6,600 -24%
BRWA
71
B. Riley Wealth Advisors
Florida
$100K +$36K +6,325 +44%
MFG
72
Merit Financial Group
Georgia
$97.3K +$2.98K +523 +3%
AWM
73
Alterna Wealth Management
Texas
$97K +$5.91K +1,039 +5%
AWM
74
Axxcess Wealth Management
California
$96.7K +$762 +134 +0.7%
NA
75
NewEdge Advisors
Louisiana
$91.9K

IGR Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2024, worth a combined $168M — down 25% from $225M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGR positions and 8 closed out — a net gain of 29 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Marex Group, opening a new position worth an estimated $1.32M. The largest seller was Morgan Stanley, cutting an estimated $2.92M.

  • 133 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $168M of CBRE Global Real Estate Income Fund stock for Q4 2024, down 25% quarter-over-quarter.
  • 37 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2024 and 8 closed out, a net change of +29 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2024 was Marex Group, an estimated $1.32M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2024.