Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cbre Gbl Real Estate Inc Fd (IGR)

124 + 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
↓ -2
Streak
2Q ▼
Buyers last Q
55%

Smart Money Signals — IGR

Based on 124 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (97% of max)

97% of all-time peak
124 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 — +12% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

61 buying49 selling
Last quarter: 61 funds bought or added vs 49 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.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 31 → 19 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 25% medium 19% new
70 out of 124 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 +22% but shares only +3% — price-driven

Value
+22%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +3%. 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.
📊

Peak discovery — momentum slowing

14 → 19 → 31 → 19 → 20 new funds/Q
New funds entering each quarter: 19 → 31 → 19 → 20. IGR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

62% veterans 14% 1-2yr 24% new
Entry-cohort mix of 124 holders: 77 (62%) are 2+ year veterans, 17 entered 1–2 years ago, and 30 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
14 of 124 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 61 hedge funds were net buyers of IGR (20 opened a new position, 41 added to an existing one), while 49 reduced or exited (27 trimmed, 22 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 64% of total institutional value in IGR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 124.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IGR
124 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 124 126 -1.59%
13F Shares 37M 35M 3.48%
Total Value $168M $137M 22.23%
New Positions 20 19 +1
Increased Positions 41 43 -2
Closed Positions 22 21 +1
Reduced Positions 27 34 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGR

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Institutional Holders (2026 Q2)

124 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rayburn West Financial Services LLC 0.41% 161,570 $745K
2 Flagship Harbor Advisors, LLC 0.41% 2,327,200 $10.7M
3 Investment Partners Asset Management, Inc. 0.39% 152,524 $703K
4 WealthTrust Axiom LLC 0.35% 343,116 $1.6M
5 Schwarz Dygos Wheeler Investment Advisors LLC 0.32% 366,558 $1.7M
6 Roman Butler Fullerton & Co 0.31% 282,804 $1.3M
7 Samalin Investment Counsel, LLC 0.14% 98,214 $453K
8 Tennessee Valley Asset Management Partners 0.13% 261,160 $1.2M
9 180 Wealth Advisors, LLC 0.11% 233,826 $1.1M
10 Cooper Financial Group 0.10% 265,530 $1.2M
11 Accredited Investor Services, LLC 0.08% 30,920 $143K
12 Decision Investments, Inc 0.07% 17,720 $82K
13 Sunpointe, LLC 0.07% 52,575 $242K
14 Alteri Wealth LLC 0.06% 46,720 $215K
15 Z3 Capital Partners, LLC 0.05% 50,085 $231K
16 Holistic Financial Partners 0.04% 14,440 $67K
17 Quattro Financial Advisors LLC 0.04% 40,291 $186K
18 J.W. Cole Advisors, INC. 0.03% 423,798 $2.0M
19 Live Oak Private Wealth LLC 0.03% 54,884 $253K
20 NWF Advisory Services Inc. 0.03% 68,800 $317K
21 Future Financial Wealth Managment LLC 0.03% 10,000 $46K
22 Ameriflex Group, INC. 0.03% 13,700 $63K
23 SeaCrest Wealth Management, LLC 0.02% 47,846 $221K
24 Eclectic Associates Inc /Adv 0.02% 42,552 $196K
25 Nova Wealth Management, Inc. 0.02% 7,897 $36K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 55% buying: Last quarter: 61 funds bought or added vs 49 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 — 64% AUM from top-100 funds: 14 of 124 holders are among the 100 largest funds by AUM, controlling 64% 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?

56% of holders stayed for 2+ years: 70 out of 124 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.

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