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IGR

CBRE Global Real Estate Income Fund

124 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

2.06% more ownership

Funds ownership: 23.03%25.1% (+2.1%)

0% more capital invested

Capital invested by funds: $154M → $154M (+$300K)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 126124 (-2)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
50
Reduced
30
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$26.4K +$12.3K +1,966 +66%
BWA
102
BDO Wealth Advisors
Florida
$25.4K +$22.4K +3,592 +299%
AAS
103
Ameritas Advisory Services
Nebraska
$24.9K +$29.2K +4,690 New
UB
104
UMB Bank
Missouri
$21.8K
TIM
105
Tortoise Investment Management
New York
$21.2K
BCM
106
Blume Capital Management
California
$15.9K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$15K +$9.82K +1,575 +120%
WAM
108
Weiss Asset Management
Massachusetts
$10.6K -$840K -134,718 -99%
TFGT
109
TS Financial Group (TSFG)
Illinois
$8K
ASN
110
Advisory Services Network
Georgia
$7.96K -$21.8K -3,500 -70%
SS
111
Sunbelt Securities
Texas
$6.81K +$8.31K +1,333 New
AIP
112
Ahrens Investment Partners
Louisiana
$6.37K +$7.48K +1,200 New
PTC
113
Private Trust Company
Ohio
$5.31K
BFEC
114
Benjamin F. Edwards & Company
Missouri
$5K
HBW
115
Hazlett, Burt & Watson
West Virginia
$5K
AF
116
Allworth Financial
California
$4.68K
EWA
117
EverSource Wealth Advisors
Alabama
$3.34K +$505 +81 +15%
PA
118
PSI Advisors
Florida
$3.19K
AF
119
Advisornet Financial
Minnesota
$2.35K
SWA
120
SOA Wealth Advisors
New York
$1.34K +$44 +7 +3%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$988 +$20.9K +3,349 +2%
AA
122
Addison Advisors
Vermont
$983
CFD
123
Creative Financial Designs
Indiana
$80
Citigroup
124
Citigroup
New York
$11
SFS
125
Shaker Financial Services
Virginia
-$1.53M -267,476 Closed

IGR Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2023, worth a combined $154M — up 0.19% from $154M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 18 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $2.83M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.53M sold.

  • 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2023, down from 126 in Q4 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q1 2023, up 0.19% quarter-over-quarter.
  • 18 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2023 and 19 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2023 was Bank of America, an estimated $2.83M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2023.