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IGR

CBRE Global Real Estate Income Fund

107 hedge funds and large institutions have $225M invested in CBRE Global Real Estate Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $172M → $225M (+$52.4M)

0.06% more ownership

Funds ownership: 24.43%24.49% (+0.06%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

5% less funds holding

Funds holding: 113107 (-6)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$75.7M -$4.7M -795,154 -6%
UBS Group
2
UBS Group
Switzerland
$34.1M +$2.23M +377,505 +8%
PCM
3
Penserra Capital Management
California
$21M +$18.9M +3,197,949 New
Bank of America
4
Bank of America
North Carolina
$14.3M -$2.01M -340,146 -13%
FHA
5
Flagship Harbor Advisors
Massachusetts
$10.4M +$161K +27,271 +2%
Wells Fargo
6
Wells Fargo
California
$9.27M -$261K -44,172 -3%
LPL Financial
7
LPL Financial
California
$5.47M +$193K +32,685 +4%
Ameriprise
8
Ameriprise
Minnesota
$5.25M -$1.14M -192,387 -19%
PWSG
9
Pacific Wealth Strategies Group
California
$4.37M +$385K +65,207 +11%
AAM
10
Advisors Asset Management
Colorado
$3.48M -$17.3K -2,923 -0.5%
SA
11
Sanctuary Advisors
Indiana
$2.89M -$311K -52,670 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.76M +$257K +43,487 +12%
WA
13
WealthTrust Axiom
Pennsylvania
$2.24M +$283K +47,854 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.14M +$346K +58,511 +22%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.09M -$65.5K -11,088 -3%
RBFC
16
Roman Butler Fullerton & Co
Missouri
$1.64M +$11.9K +2,018 +0.8%
NAS
17
NWF Advisory Services
California
$1.63M -$21.9K -3,700 -1%
SDWIA
18
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.56M +$13.6K +2,294 +1%
CFG
19
Cooper Financial Group
California
$1.41M +$38.5K +6,521 +3%
IPAM
20
Investment Partners Asset Management
New Jersey
$1.26M -$338K -57,133 -23%
Stifel Financial
21
Stifel Financial
Missouri
$1.18M +$63K +10,672 +6%
CF
22
Centaurus Financial
California
$1.13M +$1.01M +171,782 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.09M +$40.6K +6,877 +4%
IWM
24
IHT Wealth Management
Illinois
$1.07M +$387K +65,539 +66%
JWCA
25
J.W. Cole Advisors
Florida
$1.04M +$494K +83,538 +111%

IGR Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2024, worth a combined $225M — up 30% from $172M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IGR and 14 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 31 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $18.9M. The largest seller was City of London Investment Management, exiting entirely with an estimated $7.81M sold.

  • 107 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $225M of CBRE Global Real Estate Income Fund stock for Q3 2024, up 30% quarter-over-quarter.
  • 14 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2024 and 15 closed out, a net change of -1 holder.
  • The largest CBRE Global Real Estate Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $18.9M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q3 2024 was City of London Investment Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2024.