We are live on ! Find out more
IGR

CBRE Global Real Estate Income Fund
IGR

123 hedge funds and large institutions have $191M invested in CBRE Global Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

7.59% less ownership

Funds ownership: 37.93% → 30.33% (-7.6%)

9% less funds holding

Funds holding: 135 → 123 (-12)

17% less capital invested

Capital invested by funds: $231M → $191M (-$40.5M)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
123
Holders Change
-12
Holders Change %
-8.89%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
42
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$4.56M
2
Morgan Stanley
Morgan Stanley
New York
+$1.87M
3
SFS
Shaker Financial Services
Virginia
+$1M
4
PWSG
Pacific Wealth Strategies Group
California
+$487K
5
LPL Financial
LPL Financial
California
+$391K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$7.74M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$2.22M
3
HHGC
Hunting Hill Global Capital
New York
-$2.17M
4
AAM
Advisors Asset Management
Colorado
-$1.21M
5
WAM
Wolverine Asset Management
Illinois
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$56K -$17.6K -3,400 -21%
FG
102
Fiduciary Group
Georgia
$54.8K – – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$54.5K -$191K -36,743 -75%
ME
104
McIlrath & Eck
Washington
$45K – – –
UB
105
UMB Bank
Missouri
$18.4K – – –
CAS
106
Coppell Advisory Solutions
Texas
$16.7K -$2.12K -409 -12%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$15K -$2.06K -398 -11%
BCM
108
Blume Capital Management
California
$13.5K – – –
HNB
109
Huntington National Bank
Ohio
$11.3K – – –
SS
110
Sunbelt Securities
Texas
$7.2K – – –
TFGT
111
TS Financial Group (TSFG)
Illinois
$7K – – –
CSC
112
Caldwell Sutter Capital
California
$6.46K – – –
CAL
113
Capital Analysts LLC
Pennsylvania
$6K – – –
BFEC
114
Benjamin F. Edwards & Company
Missouri
$5K – – –
HBW
115
Hazlett, Burt & Watson
West Virginia
$5K – – –
PTC
116
Private Trust Company
Ohio
$4.5K – – –
CFD
117
Creative Financial Designs
Indiana
$2.99K +$3.37K +650 +4,333%
PA
118
PSI Advisors
Florida
$2.7K – – –
HIA
119
Harbor Investment Advisory
Maryland
$2.59K +$2.98K +575 New
AF
120
Advisornet Financial
Minnesota
$1.99K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$1.53K -$13.8K -2,660 -89%
AA
122
Addison Advisors
Vermont
$833 – – –
SWA
123
SOA Wealth Advisors
New York
$608 -$653 -126 -48%
Citigroup
124
Citigroup
New York
$9 – – –
COLIM
125
City of London Investment Management
United Kingdom
– -$604K -115,238 Closed
2 3 4
5
6

IGR Hedge Fund Activity: Q3 2023 in Review

123 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2023, worth a combined $191M — down 17% from $231M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 8 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 42 added.

The largest buyer was Osaic Holdings, adding an estimated $4.56M. The largest seller was Sit Investment Associates, cutting an estimated $7.74M.

  • 123 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2023, down from 135 in Q2 2023.
  • Funds reported $191M of CBRE Global Real Estate Income Fund stock for Q3 2023, down 17% quarter-over-quarter.
  • 8 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2023 and 19 closed out, a net change of -11 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q3 2023 was Osaic Holdings, an estimated $4.56M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q3 2023 was Sit Investment Associates, an estimated $7.74M sold.

Based on aggregated 13F filings for Q3 2023.