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IGR

CBRE Global Real Estate Income Fund

107 hedge funds and large institutions have $225M invested in CBRE Global Real Estate Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $172M → $225M (+$52.4M)

0.06% more ownership

Funds ownership: 24.43%24.49% (+0.06%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

5% less funds holding

Funds holding: 113107 (-6)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
76
HRT Financial
New York
$88K +$79.8K +13,513 New
SPIA
77
Steward Partners Investment Advisory
New York
$87.3K +$591 +100 +0.8%
HWMC
78
Heritage Wealth Management (California)
California
$86.4K -$11.1K -1,877 -12%
LWL
79
Leo Wealth LLC
Texas
$82.9K +$2.15K +364 +3%
UCFA
80
United Capital Financial Advisors
Texas
$81.8K
BCA
81
Bay Colony Advisors
Massachusetts
$71K +$63.8K +10,801 New
EIP
82
Ellis Investment Partners
Pennsylvania
$69.1K +$62.2K +10,524 New
COCM
83
Charter Oak Capital Management
New Hampshire
$68.8K +$61.8K +10,467 New
Jane Street
84
Jane Street
New York
$66.6K +$59.9K +10,140 New
FFWM
85
Future Financial Wealth Management
Ohio
$65.7K
LIM
86
Leavell Investment Management
Alabama
$65.7K
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$64.6K
GWM
88
Geneos Wealth Management
Colorado
$44.9K +$40.3K +6,829 New
CA
89
CoreCap Advisors
Michigan
$31.2K +$15.4K +2,600 +121%
WI
90
Wintrust Investments
Illinois
$31K -$255K -43,240 -90%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$24K +$1.77K +300 +9%
FCA
92
FinTrust Capital Advisors
South Carolina
$20.8K +$18.7K +3,159 New
BCM
93
Blume Capital Management
California
$19.7K
TFGT
94
TS Financial Group (TSFG)
Illinois
$10K
CSC
95
Caldwell Sutter Capital
California
$9.44K
CFD
96
Creative Financial Designs
Indiana
$8.64K
HBW
97
Hazlett, Burt & Watson
West Virginia
$7K
PTC
98
Private Trust Company
Ohio
$6.57K
PS
99
Principal Securities
Iowa
$5.51K +$402 +68 +9%
TRCT
100
Tower Research Capital (TRC)
New York
$4.51K +$4.05K +686 New

IGR Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2024, worth a combined $225M — up 30% from $172M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGR and 14 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 31 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $18.9M. The largest seller was City of London Investment Management, exiting entirely with an estimated $7.81M sold.

  • 107 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $225M of CBRE Global Real Estate Income Fund stock for Q3 2024, up 30% quarter-over-quarter.
  • 14 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2024 and 15 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $18.9M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q3 2024 was City of London Investment Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2024.