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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $168M invested in CBRE Global Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

24% more funds holding

Funds holding: 107133 (+26)

0.37% more ownership

Funds ownership: 24.49%24.86% (+0.37%)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

25% less capital invested

Capital invested by funds: $225M → $168M (-$56.8M)

Holders
133
Holders Change
+26
Holders Change %
+24.3%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
34
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
101
Daymark Wealth Partners
Ohio
$49.1K +$58.1K +10,216 New
FFWM
102
Future Financial Wealth Management
Ohio
$48.1K
AWM
103
Atticus Wealth Management
Florida
$45.3K -$58.1K -10,218 -52%
MWA
104
Medallion Wealth Advisors
Connecticut
$43.1K +$47.6K +8,360 New
NWM
105
Nova Wealth Management
Florida
$38K +$44.9K +7,897 New
GWM
106
Geneos Wealth Management
Colorado
$34.2K +$1.56K +274 +4%
LFG
107
Larson Financial Group
Missouri
$24.1K +$28.4K +5,000 New
WI
108
Wintrust Investments
Illinois
$18K -$5.97K -1,049 -22%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$17K
BCM
110
Blume Capital Management
California
$14.4K
EPAM
111
Evelyn Partners Asset Management
$13.6K +$16.1K +2,823 New
APW
112
Aventura Private Wealth
Florida
$10.6K +$12.6K +2,208 New
CA
113
CoreCap Advisors
Michigan
$10.4K -$14.8K -2,600 -55%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$8.6K +$10.2K +1,787 New
TFGT
115
TS Financial Group (TSFG)
Illinois
$7K
CSC
116
Caldwell Sutter Capital
California
$6.91K
CFD
117
Creative Financial Designs
Indiana
$6.33K
HNB
118
Huntington National Bank
Ohio
$5.8K
HBW
119
Hazlett, Burt & Watson
West Virginia
$5K
PTC
120
Private Trust Company
Ohio
$4.81K
GSWM
121
Golden State Wealth Management
California
$4.33K +$5.12K +900 New
PS
122
Principal Securities
Iowa
$4.03K
SWM
123
Spire Wealth Management
Virginia
$2.52K
BlackRock
124
BlackRock
New York
$2.4K +$2.84K +500 New
Jones Financial Companies
125
Jones Financial Companies
Missouri
$1.33K +$1.57K +276 New

IGR Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2024, worth a combined $168M — down 25% from $225M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGR positions and 8 closed out — a net gain of 29 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Marex Group, opening a new position worth an estimated $1.32M. The largest seller was Morgan Stanley, cutting an estimated $2.92M.

  • 133 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $168M of CBRE Global Real Estate Income Fund stock for Q4 2024, down 25% quarter-over-quarter.
  • 37 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2024 and 8 closed out, a net change of +29 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2024 was Marex Group, an estimated $1.32M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2024.