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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $276M invested in CBRE Global Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

44% more capital invested

Capital invested by funds: $191M → $276M (+$84.5M)

8% more funds holding

Funds holding: 123133 (+10)

5.86% more ownership

Funds ownership: 30.33%36.19% (+5.9%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
31
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Sage Capital Management
New Jersey
$78.7K +$66.4K +14,500 New
HFP
102
Holistic Financial Partners
Indiana
$78.4K
GLA
103
Good Life Advisors
Pennsylvania
$77.3K
JWCA
104
J.W. Cole Advisors
Florida
$73.4K +$61.9K +13,524 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$69.8K +$58.8K +12,847 New
CF
106
Centaurus Financial
California
$68K -$46K -10,058 -45%
HWMC
107
Heritage Wealth Management (California)
California
$67.8K +$57.1K +12,481 New
UCFA
108
United Capital Financial Advisors
Texas
$67.6K
LA
109
LM Advisors
California
$66.8K +$56.3K +12,300 New
FG
110
Fiduciary Group
Georgia
$66.1K
DADC
111
D.A. Davidson & Co
Montana
$63.8K +$53.8K +11,745 New
LWL
112
Leo Wealth LLC
Texas
$62K +$52.2K +11,412 New
AWS
113
Atria Wealth Solutions
New York
$54.8K -$50.8K -11,101 -52%
ASN
114
Advisory Services Network
Georgia
$32.6K +$27.5K +6,013 New
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$31K +$26.1K +5,700 New
UB
116
UMB Bank
Missouri
$22.3K
CAS
117
Coppell Advisory Solutions
Texas
$18.4K +$2.1K +458 +16%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$18K
BCM
119
Blume Capital Management
California
$16.3K
SS
120
Sunbelt Securities
Texas
$8.69K
TFGT
121
TS Financial Group (TSFG)
Illinois
$8K
CSC
122
Caldwell Sutter Capital
California
$7.8K
CFD
123
Creative Financial Designs
Indiana
$7.14K +$2.98K +650 +98%
PTC
124
Private Trust Company
Ohio
$5.43K
BFEC
125
Benjamin F. Edwards & Company
Missouri
$5K