Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CBRE GBL REAL ESTATE INC FD (IGR)

121 + Investors. Track Smart Money conviction in IGR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — IGR

Based on 121 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IGR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
121 hedge funds hold IGR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IGR is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

58 buying50 selling
Last quarter: 58 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new IGR position: 12 → 12 → 18 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 17% medium 20% new
77 out of 121 hedge funds have held IGR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +3787% but shares only +16% — price-driven

Value
+3787%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +3787%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

30 → 12 → 12 → 18 → 28 new funds/Q
New funds entering each quarter: 12 → 12 → 18 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 3% 1-2yr 26% new
Of 121 current holders: 86 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 99% AUM from top-100 funds

99% from top-100 AUM funds
11 of 121 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in IGR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IGR

How many hedge funds hold IGR — quarterly history vs. share price
Quarterly hedge fund ownership of IGR vs. share price

Market Analysis: IGR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IGR
2026 Q1 Stats Unlock in 14 days 121 + Investors

Track Smart Money conviction in IGR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 121 108 12.04%
13F Shares 36M 31M 15.63%
Total Value $6.25B $161M 3787.41%
New Positions 28 18 +10
Increased Positions 30 36 -6
Closed Positions 15 17 -2
Reduced Positions 35 33 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

121 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IGR. Verified SEC 13F-HR filings.

Top 25 institutional holders of IGR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FLAGSHIP HARBOR ADVISORS, LLC 0.43% 2,234,353 $9.8M
2 Rayburn West Financial Services LLC 0.42% 161,570 $709K
3 Investment Partners Asset Management, Inc. 0.41% 152,845 $671K
4 ROMAN BUTLER FULLERTON & CO 0.35% 276,840 $1.3M
5 Tennessee Valley Asset Management Partners 0.15% 262,652 $1.2M
6 Samalin Investment Counsel, LLC 0.15% 96,086 $422K
7 Integrity Wealth Partners, LLC 0.12% 29,386 $129K
8 Cooper Financial Group 0.12% 261,404 $1.1M
9 180 WEALTH ADVISORS, LLC 0.11% 220,375 $967K
10 ACCREDITED INVESTOR SERVICES, LLC 0.09% 32,431 $142K
11 DECISION INVESTMENTS, INC 0.09% 17,720 $78K
12 Sunpointe, LLC 0.08% 52,575 $231K
13 Alteri Wealth LLC 0.06% 44,717 $196K
14 GFS Advisors, LLC 0.05% 6,769 $424K
15 QUATTRO FINANCIAL ADVISORS LLC 0.05% 40,291 $177K
16 NWF Advisory Services Inc. 0.04% 82,300 $361K
17 Live Oak Private Wealth LLC 0.03% 54,884 $241K
18 Future Financial Wealth Managment LLC 0.03% 10,000 $48K
19 ECLECTIC ASSOCIATES INC /ADV 0.02% 41,698 $183K
20 Holistic Financial Partners 0.02% 14,440 $63K
21 Nova Wealth Management, Inc. 0.02% 7,897 $35K
22 WPG Advisers, LLC 0.02% 6,709 $29K
23 SeaCrest Wealth Management, LLC 0.02% 44,030 $193K
24 Medallion Wealth Advisors, LLC 0.02% 8,360 $43K
25 Sanctuary Advisors, LLC 0.02% 768,673 $3.4M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CBRE GBL REAL ESTATE INC FD (IGR)

What does the Smart Money Trend signal show for IGR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IGR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IGR?

Slight buying edge — 54% buying: Last quarter: 58 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IGR holders?

Elite ownership — 99% AUM from top-100 funds: 11 of 121 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in IGR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IGR?

64% of holders stayed for 2+ years: 77 out of 121 hedge funds have held IGR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.