IGR

CBRE Global Real Estate Income Fund

113 hedge funds and large institutions have $179M invested in CBRE Global Real Estate Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.5M 10,482,631 -1,013,604 -9%
UBS Group
2
UBS Group
Switzerland
$28.3M 5,346,993 -4,678 -0.1%
PCM
3
Penserra Capital Management
California
$19.6M 3,696,579 +109,272 +3%
FHA
4
Flagship Harbor Advisors
Massachusetts
$10.1M 1,916,196 +61,914 +3%
Bank of America
5
Bank of America
North Carolina
$9.76M 1,845,097 +2,449 +0.1%
Wells Fargo
6
Wells Fargo
California
$8.39M 1,585,773 +46,310 +3%
Ameriprise
7
Ameriprise
Minnesota
$5M 945,863 +48,008 +5%
LPL Financial
8
LPL Financial
California
$4.99M 943,534 +94,714 +11%
PWSG
9
Pacific Wealth Strategies Group
California
$3.07M 635,083 -71,058 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.54M 479,852 +114,607 +31%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.42M 502,182 +15,774 +3%
JWCA
12
J.W. Cole Advisors
Florida
$2.28M 431,757 +11,785 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.04M 386,511 +40,244 +12%
WA
14
WealthTrust Axiom
Pennsylvania
$1.87M 352,815 +623 +0.2%
PIWA
15
Prevail Innovative Wealth Advisors
Kansas
$1.68M 316,674 +32,794 +12%
SDWIA
16
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M 291,921 +23,247 +9%
RBFC
17
Roman Butler Fullerton & Co
Missouri
$1.28M 257,529 +2,997 +1%
CFG
18
Cooper Financial Group
California
$1.25M 236,055 +7,143 +3%
Stifel Financial
19
Stifel Financial
Missouri
$1.19M 225,100 +4,294 +2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.05M 199,200 +50,078 +34%
IPAM
21
Investment Partners Asset Management
New Jersey
$915K 173,024 -368 -0.2%
Raymond James Financial
22
Raymond James Financial
Florida
$881K 166,585 +11,151 +7%
1WA
23
180 Wealth Advisors
Washington
$875K 165,457 -614 -0.4%
AAM
24
Advisors Asset Management
Colorado
$641K 121,136 -189,081 -61%
SC
25
Stolper & Co
Oklahoma
$560K 105,933 +8,142 +8%