CBRE Global Real Estate Income Fund
IGR
113 hedge funds and large institutions have $172M invested in CBRE Global Real Estate Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 19 closing their positions.
1.07% less ownership
Funds ownership: 25.5% → 24.43% (-1.1%)
8% less funds holding
Funds holding: 123 → 113 (-10)
10% less capital invested
Capital invested by funds: $192M → $172M (-$19.6M)
17% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 42
42% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.48M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.67M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$506K |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$441K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$432K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$2.39M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.98M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.84M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.81M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPC
126
Spirepoint Private Client
Vero Beach,
Florida
| – | -$58.1K | -10,795 | Closed |
|
|
COCM
127
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$53.9K | -10,025 | Closed |
|
|
UB
128
UMB Bank
Kansas City,
Missouri
| – | -$22.1K | -4,100 | Closed |
|
|
SS
129
Sunbelt Securities
Houston,
Texas
| – | -$8.61K | -1,600 | Closed |
|
130
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5.07K | -943 | Closed |
|
|
CIAS
131
CBIZ Investment Advisory Services
Independence,
Ohio
| – | -$2.15K | -400 | Closed |
|
|
TRCT
132
Tower Research Capital (TRC)
New York
| – | -$237 | -44 | Closed |
|
IGR Hedge Fund Activity: Q2 2024 in Review
113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q2 2024, worth a combined $172M — down 10% from $192M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IGR and 11 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 35 added.
The largest buyer was Morgan Stanley, adding an estimated $2.48M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $2.39M sold.
- 113 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q2 2024, down from 123 in Q1 2024.
- Funds reported $172M of CBRE Global Real Estate Income Fund stock for Q2 2024, down 10% quarter-over-quarter.
- 11 funds opened new CBRE Global Real Estate Income Fund positions in Q2 2024 and 19 closed out, a net change of -8 holders.
- The largest CBRE Global Real Estate Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2.48M added.
- The largest CBRE Global Real Estate Income Fund seller in Q2 2024 was Absolute Investment Advisers, an estimated $2.39M sold.
Based on aggregated 13F filings for Q2 2024.