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IGR

CBRE Global Real Estate Income Fund

124 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

2.06% more ownership

Funds ownership: 23.03%25.1% (+2.1%)

0% more capital invested

Capital invested by funds: $154M → $154M (+$300K)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 126124 (-2)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
50
Reduced
30
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Atticus Wealth Management
Florida
$96.4K +$55.2K +8,856 +95%
VF
77
Virtu Financial
New York
$96K +$113K +18,110 New
PAG
78
Private Advisor Group
New Jersey
$94.8K -$19.3K -3,100 -15%
CIA
79
Capital Investment Advisors
Georgia
$94.1K -$3K -482 -3%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$94K -$1.56K -251 -1%
NFG
81
Nations Financial Group
Iowa
$92.9K +$50 +8 +0%
DDC
82
DF Dent & Co
Maryland
$92.3K +$37.2K +5,965 +52%
AWM
83
Accurate Wealth Management
Florida
$90.7K +$103K +16,526 New
DC
84
Davenport & Co
Virginia
$90.1K
Jane Street
85
Jane Street
New York
$85.8K +$101K +16,158 New
UCFA
86
United Capital Financial Advisors
Texas
$84.1K
ADBIC
87
A.D. Beadell Investment Counsel
Wisconsin
$84K
HFP
88
Holistic Financial Partners
Indiana
$76.7K
EC
89
Elequin Capital
New York
$76.6K -$469K -75,230 -84%
GLA
90
Good Life Advisors
Pennsylvania
$75.6K
AG
91
Advocate Group
Minnesota
$71.6K +$84.1K +13,488 New
SPC
92
Sigma Planning Corp
Michigan
$71.5K +$2.94K +471 +4%
ZIM
93
Zacks Investment Management
Illinois
$69.4K +$162K +26,000 New
Creative Planning
94
Creative Planning
Kansas
$63.2K -$12K -1,920 -14%
Lido Advisors
95
Lido Advisors
California
$63.1K +$74.1K +11,892 New
BRWA
96
B. Riley Wealth Advisors
Florida
$58.5K
MML Investors Services
97
MML Investors Services
Massachusetts
$58K -$20.7K -3,324 -23%
OAM
98
Occidental Asset Management
California
$56.2K +$3.43K +551 +5%
FG
99
Fiduciary Group
Georgia
$53.9K
IGWM
100
ICA Group Wealth Management
Colorado
$43.7K -$1.82K -292 -3%

IGR Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2023, worth a combined $154M — up 0.19% from $154M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 18 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $2.83M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.53M sold.

  • 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2023, down from 126 in Q4 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q1 2023, up 0.19% quarter-over-quarter.
  • 18 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2023 and 19 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2023 was Bank of America, an estimated $2.83M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2023.