CBRE Global Real Estate Income Fund
IGR
123 hedge funds and large institutions have $191M invested in CBRE Global Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 19 closing their positions.
7% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 45
7.59% less ownership
Funds ownership: 37.93% → 30.33% (-7.6%)
9% less funds holding
Funds holding: 135 → 123 (-12)
44% less capital inflows, than outflows
Capital inflows: $11.8M | Capital outflows: $20.9M
58% less first-time investments, than exits
New positions opened: 8 | 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 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.56M |
| 2 |
Morgan Stanley
New York
|
+$1.87M |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
+$1M |
| 4 |
Pacific Wealth Strategies Group
Santa Barbara,
California
|
+$487K |
| 5 |
LPL Financial
San Diego,
California
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$7.74M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$2.22M |
| 3 |
Hunting Hill Global Capital
New York
|
-$2.17M |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
-$1.21M |
| 5 |
Wolverine Asset Management
Chicago,
Illinois
|
-$1M |
IGR Hedge Fund Activity: Q3 2023 in Review
123 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2023, worth a combined $191M — down 17% from $231M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IGR and 8 opened new positions — a net loss of 11 holders — while 45 trimmed existing stakes and 42 added.
The largest buyer was Osaic Holdings, adding an estimated $4.56M. The largest seller was Sit Investment Associates, cutting an estimated $7.74M.
- 123 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2023, down from 135 in Q2 2023.
- Funds reported $191M of CBRE Global Real Estate Income Fund stock for Q3 2023, down 17% quarter-over-quarter.
- 8 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2023 and 19 closed out, a net change of -11 holders.
- The largest CBRE Global Real Estate Income Fund buyer in Q3 2023 was Osaic Holdings, an estimated $4.56M added.
- The largest CBRE Global Real Estate Income Fund seller in Q3 2023 was Sit Investment Associates, an estimated $7.74M sold.
Based on aggregated 13F filings for Q3 2023.