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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $276M invested in CBRE Global Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

44% more capital invested

Capital invested by funds: $191M → $276M (+$84.5M)

8% more funds holding

Funds holding: 123133 (+10)

5.86% more ownership

Funds ownership: 30.33%36.19% (+5.9%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
31
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$117M +$50.8M +11,104,144 +107%
UBS Group
2
UBS Group
Switzerland
$25.4M -$986K -215,319 -4%
SIA
3
Sit Investment Associates
Minnesota
$22.9M -$18.5M -4,036,136 -49%
Bank of America
4
Bank of America
North Carolina
$13.2M -$3.21M -701,225 -22%
Wells Fargo
5
Wells Fargo
California
$7.74M +$516K +112,759 +9%
FHA
6
Flagship Harbor Advisors
Massachusetts
$7.1M +$752K +164,157 +14%
SCM
7
Saba Capital Management
New York
$5.16M +$4.35M +950,873 New
Ameriprise
8
Ameriprise
Minnesota
$4.78M -$652K -142,390 -14%
COLIM
9
City of London Investment Management
United Kingdom
$4.71M +$3.97M +867,281 New
LCM
10
Landscape Capital Management
New Jersey
$4.62M +$3.41M +745,493 +710%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.58M -$3.72M -811,980 -49%
AAM
12
Advisors Asset Management
Colorado
$3.8M -$882K -192,741 -22%
PWSG
13
Pacific Wealth Strategies Group
California
$2.86M -$925 -202 -0%
AA
14
AQR Arbitrage
Connecticut
$2.78M +$750K +163,848 +47%
LPL Financial
15
LPL Financial
California
$2.34M +$171K +37,320 +9%
WAM
16
Wolverine Asset Management
Illinois
$2.21M +$1.69M +370,041 +1,014%
RAM
17
Roumell Asset Management
Maryland
$2.14M
CCP
18
Clough Capital Partners
Massachusetts
$1.98M -$273K -59,695 -14%
WA
19
WealthTrust Axiom
Pennsylvania
$1.65M -$29.3K -6,402 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.57M +$83.1K +18,147 +7%
IPAM
21
Investment Partners Asset Management
New Jersey
$1.52M +$1.28M +279,679 New
NAS
22
NWF Advisory Services
California
$1.43M -$4.12K -900 -0.3%
CA
23
Cetera Advisors
Colorado
$1.38M +$6.83K +1,492 +0.6%
RBFC
24
Roman Butler Fullerton & Co
Missouri
$1.37M -$2.77K -604 -0.2%
BFM
25
Boothbay Fund Management
New York
$1.36M +$1.14M +250,000 New