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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $168M invested in CBRE Global Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

24% more funds holding

Funds holding: 107133 (+26)

0.37% more ownership

Funds ownership: 24.49%24.86% (+0.37%)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

25% less capital invested

Capital invested by funds: $225M → $168M (-$56.8M)

Holders
133
Holders Change
+26
Holders Change %
+24.3%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
34
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$90.4K +$5.13K +901 +5%
OAM
77
Occidental Asset Management
California
$88.6K +$4.66K +819 +5%
SI
78
Stephens Inc
Arkansas
$83.8K -$98.7K -17,353 -50%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$78.9K -$1.02K -179 -1%
TSS
80
Two Sigma Securities
New York
$74K +$87.6K +15,392 New
FG
81
Fiduciary Group
Georgia
$72.1K
PAG
82
Private Advisor Group
New Jersey
$71.9K
CIA
83
Capital Investment Advisors
Georgia
$70.4K -$9.08K -1,596 -10%
HFP
84
Holistic Financial Partners
Indiana
$69.5K
NFG
85
Nations Financial Group
Iowa
$69.4K -$1.78K -313 -2%
OCM
86
One Capital Management
California
$69.2K +$81.8K +14,382 New
GLA
87
Good Life Advisors
Pennsylvania
$68.5K -$81K -14,242 -50%
WCFA
88
Walkner Condon Financial Advisors
Wisconsin
$68K +$80.4K +14,132 New
EC
89
Elequin Capital
New York
$62.9K +$74.4K +13,086 New
LWL
90
Leo Wealth LLC
Texas
$62.7K +$2.4K +422 +3%
CCFM
91
Clear Creek Financial Management
Washington
$62.5K -$174K -30,500 -70%
HWMC
92
Heritage Wealth Management (California)
California
$60.8K -$2.93K -515 -4%
LIM
93
Leavell Investment Management
Alabama
$60.1K +$14.2K +2,500 +25%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$58.7K +$12.3K +2,163 +22%
Walleye Capital
95
Walleye Capital
New York
$57.7K +$68.3K +12,000 New
SWM
96
SeaCrest Wealth Management
New York
$54.1K +$64K +11,255 New
SPIA
97
Steward Partners Investment Advisory
New York
$53.3K -$12.5K -2,200 -17%
UCFA
98
United Capital Financial Advisors
Texas
$50.3K -$11.4K -2,000 -16%
WA
99
WPG Advisers
Maryland
$50.2K +$59.3K +10,429 New
CWM
100
Centurion Wealth Management
Virginia
$49.5K +$58.6K +10,295 New

IGR Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2024, worth a combined $168M — down 25% from $225M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGR positions and 8 closed out — a net gain of 29 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Marex Group, opening a new position worth an estimated $1.32M. The largest seller was Morgan Stanley, cutting an estimated $2.92M.

  • 133 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $168M of CBRE Global Real Estate Income Fund stock for Q4 2024, down 25% quarter-over-quarter.
  • 37 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2024 and 8 closed out, a net change of +29 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2024 was Marex Group, an estimated $1.32M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2024.