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IGR

CBRE Global Real Estate Income Fund
IGR

126 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

7% more funds holding

Funds holding: 118 → 126 (+8)

0.84% less ownership

Funds ownership: 23.88% → 23.03% (-0.84%)

4% less capital invested

Capital invested by funds: $161M → $154M (-$6.55M)

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
2.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
32
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.75M
2
UBS Group
UBS Group
Switzerland
+$1.66M
3
SFS
Shaker Financial Services
Virginia
+$1.58M
4
WAM
Wolverine Asset Management
Illinois
+$926K
5
WAM
Weiss Asset Management
Massachusetts
+$805K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.14M
2
Wells Fargo
Wells Fargo
California
-$1.91M
3
Bank of America
Bank of America
North Carolina
-$1.38M
4
Cohen & Steers
Cohen & Steers
New York
-$1.18M
5
AAM
Advisors Asset Management
Colorado
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
126
Citigroup
New York
$11 – – –
Cohen & Steers
127
Cohen & Steers
New York
– -$1.18M -204,482 Closed
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
– -$130K -22,581 Closed
QCIG
129
Quad-Cities Investment Group
Iowa
– -$126K -21,849 Closed
LCM
130
Leisure Capital Management
California
– -$115K -20,000 Closed
WAM
131
WNY Asset Management
New York
– -$75K -12,885 Closed
AG
132
Advocate Group
Minnesota
– -$73K -12,579 Closed
GWSG
133
GPS Wealth Strategies Group
Colorado
– -$70K -12,058 Closed
CCA
134
Checchi Capital Advisers
California
– -$62K -10,708 Closed
OC
135
Oppenheimer & Co
New York
– -$58K -10,072 Closed
SWM
136
Selective Wealth Management
Virginia
– -$8K -1,410 Closed
CWM
137
Castle Wealth Management
Florida
– -$4K -779 Closed
MA
138
MUFG Americas
New York
– -$4K -700 Closed
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -363 Closed
2 3 4 5
6

IGR Hedge Fund Activity: Q4 2022 in Review

126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2022, worth a combined $154M — down 4.1% from $161M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGR positions and 13 closed out — a net gain of 10 holders — while 32 added to existing stakes and 42 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.75M. The largest seller was Morgan Stanley, cutting an estimated $8.14M.

  • 126 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2022, up from 118 in Q3 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q4 2022, down 4.1% quarter-over-quarter.
  • 23 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2022 was Osaic Holdings, an estimated $1.75M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2022.