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IGR

CBRE Global Real Estate Income Fund

123 hedge funds and large institutions have $192M invested in CBRE Global Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 133123 (-10)

10.69% less ownership

Funds ownership: 36.19%25.5% (-11%)

30% less capital invested

Capital invested by funds: $276M → $192M (-$83.6M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
101
Charter Oak Capital Management
New Hampshire
$53.9K +$52.4K +10,025 New
FFWM
102
Future Financial Wealth Management
Ohio
$53.8K -$158K -30,210 -75%
H
103
HoyleCohen
California
$53.8K +$52.3K +10,000 New
UB
104
UMB Bank
Missouri
$22.1K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$18K +$37 +7 +0.2%
BCM
106
Blume Capital Management
California
$16.1K
CA
107
CoreCap Advisors
Michigan
$11.6K +$11.3K +2,153 New
SS
108
Sunbelt Securities
Texas
$8.61K
TFGT
109
TS Financial Group (TSFG)
Illinois
$8K
CSC
110
Caldwell Sutter Capital
California
$7.73K
CFD
111
Creative Financial Designs
Indiana
$7.08K
PTC
112
Private Trust Company
Ohio
$5.38K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$5.07K +$4.93K +943 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$5K
HBW
115
Hazlett, Burt & Watson
West Virginia
$5K
PS
116
Principal Securities
Iowa
$4.14K
PA
117
PSI Advisors
Florida
$3.23K
CIAS
118
CBIZ Investment Advisory Services
Ohio
$2.15K +$2.09K +400 New
AssetMark Inc
119
AssetMark Inc
California
$1.09K +$1.06K +202 New
AA
120
Addison Advisors
Vermont
$996
SWA
121
SOA Wealth Advisors
New York
$792 +$31 +6 +4%
TRCT
122
Tower Research Capital (TRC)
New York
$237 -$16 -3 -6%
Citigroup
123
Citigroup
New York
$11
SIA
124
Sit Investment Associates
Minnesota
-$22.9M -4,218,048 Closed
SCM
125
Saba Capital Management
New York
-$5.16M -950,873 Closed

IGR Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2024, worth a combined $192M — down 30% from $276M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGR and 16 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was City of London Investment Management, adding an estimated $5.62M. The largest seller was Morgan Stanley, cutting an estimated $50.6M.

  • 123 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2024, down from 133 in Q4 2023.
  • Funds reported $192M of CBRE Global Real Estate Income Fund stock for Q1 2024, down 30% quarter-over-quarter.
  • 16 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2024 and 25 closed out, a net change of -9 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2024 was City of London Investment Management, an estimated $5.62M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2024.