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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $276M invested in CBRE Global Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

44% more capital invested

Capital invested by funds: $191M → $276M (+$84.5M)

8% more funds holding

Funds holding: 123133 (+10)

5.86% more ownership

Funds ownership: 30.33%36.19% (+5.9%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
31
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Burney Company
Virginia
$159K +$13.9K +3,029 +12%
AWM
77
Axxcess Wealth Management
California
$156K -$8.1K -1,769 -6%
CL
78
CSS LLC
Illinois
$147K -$719 -157 -0.6%
MOS
79
MGO One Seven
Ohio
$139K -$15.7K -3,430 -12%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$135K -$2.27K -496 -2%
IC
81
IEQ Capital
California
$131K -$127K -27,816 -54%
Nomura Holdings
82
Nomura Holdings
Japan
$122K +$103K +22,500 New
AWA
83
Arete Wealth Advisors
Illinois
$115K +$9.49K +2,072 +11%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$114K +$31.1K +6,799 +48%
AWM
85
Atticus Wealth Management
Florida
$104K +$1.3K +285 +2%
NA
86
NewEdge Advisors
Louisiana
$100K -$11.2K -2,444 -12%
Walleye Capital
87
Walleye Capital
New York
$99.3K +$83.8K +18,294 New
CA
88
Cornerstone Advisors
North Carolina
$96.7K +$81.5K +17,804 New
SWM
89
Spire Wealth Management
Virginia
$95.3K -$1.48K -323 -2%
SPIA
90
Steward Partners Investment Advisory
New York
$91.2K -$6.67K -1,456 -8%
CIA
91
Capital Investment Advisors
Georgia
$90.8K
DC
92
Davenport & Co
Virginia
$89.8K -$829 -181 -1%
NFG
93
Nations Financial Group
Iowa
$87.6K +$6.5K +1,419 +10%
MIC
94
Meridian Investment Counsel
California
$86.9K -$4.58K -1,000 -6%
ADBIC
95
A.D. Beadell Investment Counsel
Wisconsin
$86K
BRWA
96
B. Riley Wealth Advisors
Florida
$84.9K -$20.8K -4,544 -23%
CCM
97
Coldstream Capital Management
Washington
$83K +$10.5K +2,301 +18%
AWM
98
Alterna Wealth Management
Texas
$82.5K +$69.6K +15,200 New
OAM
99
Occidental Asset Management
California
$82.5K +$1.62K +354 +2%
BW
100
Bison Wealth
Georgia
$78.8K