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IGR

CBRE Global Real Estate Income Fund

124 hedge funds and large institutions have $154M invested in CBRE Global Real Estate Income Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

2.06% more ownership

Funds ownership: 23.03%25.1% (+2.1%)

0% more capital invested

Capital invested by funds: $154M → $154M (+$300K)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 126124 (-2)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
50
Reduced
30
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.3M +$1.97M +316,324 +4%
UBS Group
2
UBS Group
Switzerland
$24.4M +$2.78M +445,669 +11%
Bank of America
3
Bank of America
North Carolina
$17.1M +$2.83M +453,748 +16%
Wells Fargo
4
Wells Fargo
California
$8.07M -$343K -55,012 -3%
AAM
5
Advisors Asset Management
Colorado
$5.83M -$680K -109,099 -9%
Ameriprise
6
Ameriprise
Minnesota
$4.71M +$1.01M +161,656 +22%
FHA
7
Flagship Harbor Advisors
Massachusetts
$3.35M +$111K +17,832 +3%
COLIM
8
City of London Investment Management
United Kingdom
$2.31M +$2.69M +431,740 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.29M -$1.23M -197,954 -31%
SIA
10
Sit Investment Associates
Minnesota
$1.82M +$2.14M +342,877 New
LPL Financial
11
LPL Financial
California
$1.66M -$547K -87,749 -22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.44M +$73.1K +11,727 +5%
WA
13
WealthTrust Axiom
Pennsylvania
$1.39M +$38.8K +6,222 +2%
CA
14
Cetera Advisors
Colorado
$1.35M +$181 +29 +0%
CF
15
Centaurus Financial
California
$1.34M +$99.1K +15,903 +7%
YCM
16
Yakira Capital Management
Connecticut
$1.27M +$1.49M +238,656 New
AGM
17
Alpine Global Management
New York
$1.25M +$947K +151,942 +180%
BFM
18
Boothbay Fund Management
New York
$1.25M +$1.47M +236,250 New
RBFC
19
Roman Butler Fullerton & Co
Missouri
$1.23M +$32.6K +5,223 +2%
PWSG
20
Pacific Wealth Strategies Group
California
$1.21M +$404K +64,887 +40%
NAS
21
NWF Advisory Services
California
$1.2M +$1.43M +230,146 New
SIC
22
Samalin Investment Counsel
New York
$1.13M +$28.5K +4,578 +2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1M -$335K -53,753 -22%
CFG
24
Cooper Financial Group
California
$989K +$217K +34,846 +23%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$950K -$59.7K -9,583 -5%

IGR Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2023, worth a combined $154M — up 0.19% from $154M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGR and 18 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 50 added.

The largest buyer was Bank of America, adding an estimated $2.83M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.53M sold.

  • 124 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2023, down from 126 in Q4 2022.
  • Funds reported $154M of CBRE Global Real Estate Income Fund stock for Q1 2023, up 0.19% quarter-over-quarter.
  • 18 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2023 and 19 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2023 was Bank of America, an estimated $2.83M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2023.