We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund

126 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

7% more funds holding

Funds holding: 118126 (+8)

0.84% less ownership

Funds ownership: 23.88%23.03% (-0.84%)

4% less capital invested

Capital invested by funds: $161M → $154M (-$6.55M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
32
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Scissortail Wealth Management
Oklahoma
$100K +$87.2K +14,800 New
DC
77
Davenport & Co
Virginia
$97K -$4.68K -795 -4%
SWM
78
SeaCrest Wealth Management
New York
$97K
EWA
79
EP Wealth Advisors
California
$94.3K
ADBIC
80
A.D. Beadell Investment Counsel
Wisconsin
$91K +$94.2K +16,000 New
UCFA
81
United Capital Financial Advisors
Texas
$90.8K
JMPWA
82
JP Morgan Private Wealth Advisors
California
$89.6K -$27.7K -4,697 -23%
Northern Trust
83
Northern Trust
Illinois
$87.5K +$90K +15,276 New
FFWM
84
Future Financial Wealth Management
Ohio
$83.4K +$85.8K +14,560 New
Baird Financial Group
85
Baird Financial Group
Wisconsin
$83K -$67.9K -11,529 -44%
KAS
86
Kestra Advisory Services
Texas
$82.8K +$85.1K +14,446 New
HFP
87
Holistic Financial Partners
Indiana
$82.7K
GLA
88
Good Life Advisors
Pennsylvania
$81.6K -$6 -1 -0%
MML Investors Services
89
MML Investors Services
Massachusetts
$81K +$83.4K +14,158 New
Creative Planning
90
Creative Planning
Kansas
$79.2K +$12.9K +2,197 +19%
NA
91
NewEdge Advisors
Louisiana
$75.1K +$86.2K +14,630 +75%
SPC
92
Sigma Planning Corp
Michigan
$74.5K +$153 +26 +0.2%
DDC
93
DF Dent & Co
Maryland
$65.4K -$21.7K -3,680 -24%
BRWA
94
B. Riley Wealth Advisors
Florida
$63.1K -$6 -1 -0%
FG
95
Fiduciary Group
Georgia
$58.2K
OAM
96
Occidental Asset Management
California
$57.5K +$59.1K +10,040 New
MA
97
MJP Associates
Connecticut
$57.3K
AWM
98
Atticus Wealth Management
Florida
$53.3K -$58.7K -9,974 -52%
IGWM
99
ICA Group Wealth Management
Colorado
$48.8K -$619K -105,058 -92%
ICM
100
Islay Capital Management
Texas
$38.4K

IGR Hedge Fund Activity: Q4 2022 in Review

126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2022, worth a combined $154M — down 4.1% from $161M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGR positions and 13 closed out — a net gain of 10 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.75M. The largest seller was Morgan Stanley, cutting an estimated $8.14M.

  • 126 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2022, up from 118 in Q3 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q4 2022, down 4.1% quarter-over-quarter.
  • 23 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2022 was Osaic Holdings, an estimated $1.75M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2022.