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IGR

CBRE Global Real Estate Income Fund

113 hedge funds and large institutions have $172M invested in CBRE Global Real Estate Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 25.5%24.43% (-1.1%)

8% less funds holding

Funds holding: 123113 (-10)

10% less capital invested

Capital invested by funds: $192M → $172M (-$19.6M)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
113
Holders Change
-10
Holders Change %
-8.13%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
35
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Sage Capital Management
New Jersey
$88.2K +$10.1K +2,000 +13%
CIA
77
Capital Investment Advisors
Georgia
$86.3K +$2.06K +410 +2%
HWMC
78
Heritage Wealth Management (California)
California
$75.7K +$704 +140 +0.9%
SFS
79
Shaker Financial Services
Virginia
$75.6K +$75.5K +15,000 New
FG
80
Fiduciary Group
Georgia
$75.5K +$14.1K +2,800 +23%
YCM
81
Yakira Capital Management
Connecticut
$74.8K -$118K -23,500 -61%
NFG
82
Nations Financial Group
Iowa
$74.3K -$7.03K -1,396 -9%
BRWA
83
B. Riley Wealth Advisors
Florida
$73.7K -$28K -5,574 -28%
HFP
84
Holistic Financial Partners
Indiana
$72.8K
GLA
85
Good Life Advisors
Pennsylvania
$71.8K
SPIA
86
Steward Partners Investment Advisory
New York
$66.4K -$6.29K -1,250 -9%
UCFA
87
United Capital Financial Advisors
Texas
$62.7K
LWL
88
Leo Wealth LLC
Texas
$61.7K +$2.21K +439 +4%
MIC
89
Meridian Investment Counsel
California
$58.8K -$15.1K -3,000 -20%
BSW
90
Buckingham Strategic Wealth
Missouri
$54.9K +$54.8K +10,892 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$50.6K -$12.6K -2,500 -20%
FFWM
92
Future Financial Wealth Management
Ohio
$50.4K
LIM
93
Leavell Investment Management
Alabama
$50K +$50.3K +10,000 New
MCA
94
Maryland Capital Advisors
Maryland
$19.5K +$19.4K +3,864 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$17K
BCM
96
Blume Capital Management
California
$15.1K
CA
97
CoreCap Advisors
Michigan
$10.9K
TFGT
98
TS Financial Group (TSFG)
Illinois
$8K
CSC
99
Caldwell Sutter Capital
California
$7.24K
CFD
100
Creative Financial Designs
Indiana
$6.63K

IGR Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q2 2024, worth a combined $172M — down 10% from $192M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 11 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $2.48M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $2.39M sold.

  • 113 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q2 2024, down from 123 in Q1 2024.
  • Funds reported $172M of CBRE Global Real Estate Income Fund stock for Q2 2024, down 10% quarter-over-quarter.
  • 11 funds opened new CBRE Global Real Estate Income Fund positions in Q2 2024 and 19 closed out, a net change of -8 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2.48M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q2 2024 was Absolute Investment Advisers, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2024.