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IGR

CBRE Global Real Estate Income Fund
IGR

126 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

7% more funds holding

Funds holding: 118 → 126 (+8)

0.84% less ownership

Funds ownership: 23.88% → 23.03% (-0.84%)

4% less capital invested

Capital invested by funds: $161M → $154M (-$6.55M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
2.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
32
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.75M
2
UBS Group
UBS Group
Switzerland
+$1.66M
3
SFS
Shaker Financial Services
Virginia
+$1.58M
4
WAM
Wolverine Asset Management
Illinois
+$926K
5
WAM
Weiss Asset Management
Massachusetts
+$805K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.14M
2
Wells Fargo
Wells Fargo
California
-$1.91M
3
Bank of America
Bank of America
North Carolina
-$1.38M
4
Cohen & Steers
Cohen & Steers
New York
-$1.18M
5
AAM
Advisors Asset Management
Colorado
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
101
Advisory Services Network
Georgia
$28.6K +$29.4K +5,000 New
UB
102
UMB Bank
Missouri
$23K – – –
TIM
103
Tortoise Investment Management
New York
$22.9K – – –
MCC
104
Money Concepts Capital
Florida
$20.1K +$20.6K +3,500 New
BCM
105
Blume Capital Management
California
$17.2K – – –
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$17.2K – – –
CAS
107
Coppell Advisory Solutions
Texas
$16.7K +$17.2K +2,922 New
CASC
108
Coppell Advisory Solutions Corp
Texas
$16.7K +$17.2K +2,922 New
CA
109
CoreCap Advisors
Michigan
$12.3K +$12.7K +2,153 New
SIS
110
Sound Income Strategies
Florida
$9.18K +$9.44K +1,602 New
TFGT
111
TS Financial Group (TSFG)
Illinois
$9K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.41K +240 +22%
BWA
113
BDO Wealth Advisors
Florida
$6.88K – – –
BFEC
114
Benjamin F. Edwards & Company
Missouri
$6K – – –
HBW
115
Hazlett, Burt & Watson
West Virginia
$6K – – –
PTC
116
Private Trust Company
Ohio
$6K – – –
AF
117
Allworth Financial
California
$5.05K – – –
SWM
118
Spire Wealth Management
Virginia
$4K +$41 +7 +0.9%
PA
119
PSI Advisors
Florida
$3.44K – – –
EWA
120
EverSource Wealth Advisors
Alabama
$3.14K – – –
AF
121
Advisornet Financial
Minnesota
$2.54K – – –
SWA
122
SOA Wealth Advisors
New York
$1.41K +$47 +8 +3%
AA
123
Addison Advisors
Vermont
$1.06K – – –
PAG
124
Private Advisor Group
New Jersey
$120 -$20.6K -3,500 -14%
CFD
125
Creative Financial Designs
Indiana
$86 – – –
2 3 4
5
6

IGR Hedge Fund Activity: Q4 2022 in Review

126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2022, worth a combined $154M — down 4.1% from $161M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGR positions and 13 closed out — a net gain of 10 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.75M. The largest seller was Morgan Stanley, cutting an estimated $8.14M.

  • 126 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2022, up from 118 in Q3 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q4 2022, down 4.1% quarter-over-quarter.
  • 23 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2022 was Osaic Holdings, an estimated $1.75M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2022.