Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cbre Gbl Real Estate Inc Fd (IGR)

126 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — IGR

Based on 126 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IGR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
126 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

62 buying54 selling
Last quarter: 62 funds bought or added vs 54 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 13 → 19 → 31 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 18% medium 27% new
69 out of 126 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.
💎

Buying through price weakness — shares -3%, value -98%

Value
-97%
Shares
-2%
Last quarter: funds added -3% more shares while total portfolio value only changed -98%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

13 → 13 → 19 → 31 → 19 new funds/Q
New funds entering each quarter: 13 → 19 → 31 → 19. 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.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

61% veterans 13% 1-2yr 26% new
Entry-cohort mix of 126 holders: 77 (61%) are 2+ year veterans, 16 entered 1–2 years ago, and 33 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
14 of 126 holders are among the 100 largest funds by AUM, controlling 72% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — IGR

In 2026 Q1, 62 hedge funds were net buyers of IGR (19 opened a new position, 43 added to an existing one), while 54 reduced or exited (34 trimmed, 20 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 72% of total institutional value in IGR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 126.

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

-- --

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

Is It Too Late to Buy Cbre Gbl Real Estate Inc Fd (IGR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IGR has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 92d ago
IGR
+5.0%
XLF
+9.2%

IGR outperformed XLF by -4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 47d ago
IGR
+1.5%
XLF
+5.5%

Since the filing became public, IGR outperformed XLF by -4.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IGR
126 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 126 127 -0.79%
13F Shares 35M 36M -2.63%
Total Value $137M $6.25B -97.81%
New Positions 19 31 -12
Increased Positions 43 31 +12
Closed Positions 20 16 +4
Reduced Positions 34 35 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

126 + investors

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

QUARTER:
Top 25 IGR holders by conviction (% of portfolio weight) — 2026 Q1 · 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 WealthTrust Axiom LLC 0.39% 356,578 $1.6M
5 Roman Butler Fullerton & Co 0.35% 276,840 $1.3M
6 Schwarz Dygos Wheeler Investment Advisors LLC 0.31% 344,166 $1.5M
7 Tennessee Valley Asset Management Partners 0.15% 262,652 $1.2M
8 Samalin Investment Counsel, LLC 0.15% 96,086 $422K
9 Integrity Wealth Partners, LLC 0.12% 29,386 $129K
10 Cooper Financial Group 0.12% 261,404 $1.1M
11 180 Wealth Advisors, LLC 0.11% 220,375 $967K
12 Accredited Investor Services, LLC 0.09% 32,431 $142K
13 Decision Investments, Inc 0.09% 17,720 $78K
14 Sunpointe, LLC 0.08% 52,575 $231K
15 Alteri Wealth LLC 0.06% 44,717 $196K
16 Quattro Financial Advisors LLC 0.05% 40,291 $177K
17 Z3 Capital Partners, LLC 0.05% 50,085 $219K
18 NWF Advisory Services Inc. 0.04% 82,300 $361K
19 Live Oak Private Wealth LLC 0.03% 54,884 $241K
20 Future Financial Wealth Managment LLC 0.03% 10,000 $48K
21 Ameriflex Group, INC. 0.03% 13,700 $60K
22 Eclectic Associates Inc /Adv 0.02% 41,698 $183K
23 Holistic Financial Partners 0.02% 14,440 $63K
24 Nova Wealth Management, Inc. 0.02% 7,897 $35K
25 WPG Advisers, LLC 0.02% 6,709 $29K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IGR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IGR?

Slight buying edge — 53% buying: Last quarter: 62 funds bought or added vs 54 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 — 72% AUM from top-100 funds: 14 of 126 holders are among the 100 largest funds by AUM, controlling 72% 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?

55% of holders stayed for 2+ years: 69 out of 126 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.

Is it too late to buy Cbre Gbl Real Estate Inc Fd (IGR) following the 2026 Q1 hedge fund 13F filings?

As of today, IGR has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of -4.0%. Since the quarter end (March 31, 2026), IGR has gained +5.0% vs +9.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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