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IGR

CBRE Global Real Estate Income Fund

133 hedge funds and large institutions have $168M invested in CBRE Global Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

24% more funds holding

Funds holding: 107133 (+26)

0.37% more ownership

Funds ownership: 24.49%24.86% (+0.37%)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

25% less capital invested

Capital invested by funds: $225M → $168M (-$56.8M)

Holders
133
Holders Change
+26
Holders Change %
+24.3%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
34
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53M -$2.92M -513,648 -4%
UBS Group
2
UBS Group
Switzerland
$25.2M +$304K +53,437 +1%
PCM
3
Penserra Capital Management
California
$16.5M +$1.31M +231,009 +7%
Bank of America
4
Bank of America
North Carolina
$9.59M -$1.08M -189,414 -9%
Wells Fargo
5
Wells Fargo
California
$6.49M -$349K -61,271 -4%
FHA
6
Flagship Harbor Advisors
Massachusetts
$5.82M -$2.13M -374,954 -24%
Ameriprise
7
Ameriprise
Minnesota
$4.11M +$324K +57,015 +7%
LPL Financial
8
LPL Financial
California
$3.75M -$309K -54,245 -7%
PWSG
9
Pacific Wealth Strategies Group
California
$3.34M +$165K +29,088 +4%
SA
10
Sanctuary Advisors
Indiana
$3.13M +$528K +92,878 +18%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.45M +$501K +88,124 +21%
AAM
12
Advisors Asset Management
Colorado
$2.43M -$132K -23,162 -4%
WA
13
WealthTrust Axiom
Pennsylvania
$1.63M -$17.5K -3,078 -0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.49M -$88.7K -15,589 -5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.49M -$49.8K -8,754 -3%
RBFC
16
Roman Butler Fullerton & Co
Missouri
$1.28M -$124K -21,835 -8%
SDWIA
17
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.2M +$69.6K +12,235 +5%
MG
18
Marex Group
$1.12M +$1.32M +232,543 New
PIWA
19
Prevail Innovative Wealth Advisors
Kansas
$1.09M +$1.29M +227,268 New
JWCA
20
J.W. Cole Advisors
Florida
$1.09M +$388K +68,154 +43%
CFG
21
Cooper Financial Group
California
$1.07M +$37.9K +6,658 +3%
Stifel Financial
22
Stifel Financial
Missouri
$919K +$69.1K +12,144 +7%
IPAM
23
Investment Partners Asset Management
New Jersey
$912K -$15.6K -2,742 -1%
CF
24
Centaurus Financial
California
$912K +$101K +17,771 +10%
SFS
25
Shaker Financial Services
Virginia
$802K +$949K +166,795 New

IGR Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2024, worth a combined $168M — down 25% from $225M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IGR positions and 8 closed out — a net gain of 29 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Marex Group, opening a new position worth an estimated $1.32M. The largest seller was Morgan Stanley, cutting an estimated $2.92M.

  • 133 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $168M of CBRE Global Real Estate Income Fund stock for Q4 2024, down 25% quarter-over-quarter.
  • 37 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2024 and 8 closed out, a net change of +29 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2024 was Marex Group, an estimated $1.32M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2024.