We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund

123 hedge funds and large institutions have $192M invested in CBRE Global Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 133123 (-10)

10.69% less ownership

Funds ownership: 36.19%25.5% (-11%)

30% less capital invested

Capital invested by funds: $276M → $192M (-$83.6M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Atticus Wealth Management
Florida
$106K +$2.7K +517 +3%
SWM
77
Spire Wealth Management
Virginia
$98.3K +$52 +10 +0.1%
AWM
78
Alterna Wealth Management
Texas
$97.6K +$15.4K +2,949 +19%
MFG
79
Merit Financial Group
Georgia
$93.6K -$165K -31,538 -63%
OAM
80
Occidental Asset Management
California
$91.1K +$9.15K +1,750 +12%
BRWA
81
B. Riley Wealth Advisors
Florida
$90.8K +$23.8K +4,544 +29%
CIA
82
Capital Investment Advisors
Georgia
$89.9K
DDC
83
DF Dent & Co
Maryland
$87.5K +$85K +16,268 New
ARC
84
Advisor Resource Council
Texas
$87.5K +$84.2K +16,115 New
NFG
85
Nations Financial Group
Iowa
$86.8K +$58 +11 +0.1%
SCM
86
Sage Capital Management
New Jersey
$83.4K +$5.23K +1,000 +7%
HWMC
87
Heritage Wealth Management (California)
California
$80.1K +$12.6K +2,403 +19%
MIC
88
Meridian Investment Counsel
California
$78.9K -$6.97K -1,334 -8%
HFP
89
Holistic Financial Partners
Indiana
$77.7K
SPIA
90
Steward Partners Investment Advisory
New York
$77.6K -$12.4K -2,367 -14%
SPC
91
Sigma Planning Corp
Michigan
$77.2K +$75K +14,344 New
GLA
92
Good Life Advisors
Pennsylvania
$76.6K +$5 +1 +0%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$67K -$44.7K -8,553 -41%
UCFA
94
United Capital Financial Advisors
Texas
$67K
FG
95
Fiduciary Group
Georgia
$65.5K
LWL
96
Leo Wealth LLC
Texas
$63.5K +$2.09K +400 +4%
DADC
97
D.A. Davidson & Co
Montana
$63.2K
CL
98
CSS LLC
Illinois
$61.9K -$81.6K -15,604 -58%
Creative Planning
99
Creative Planning
Kansas
$60.1K +$58.4K +11,164 New
SPC
100
Spirepoint Private Client
Florida
$58.1K +$56.4K +10,795 New

IGR Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2024, worth a combined $192M — down 30% from $276M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGR and 16 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was City of London Investment Management, adding an estimated $5.62M. The largest seller was Morgan Stanley, cutting an estimated $50.6M.

  • 123 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2024, down from 133 in Q4 2023.
  • Funds reported $192M of CBRE Global Real Estate Income Fund stock for Q1 2024, down 30% quarter-over-quarter.
  • 16 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2024 and 25 closed out, a net change of -9 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2024 was City of London Investment Management, an estimated $5.62M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2024.