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IGR

CBRE Global Real Estate Income Fund

117 hedge funds and large institutions have $185M invested in CBRE Global Real Estate Income Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

10% more capital invested

Capital invested by funds: $168M → $185M (+$16.9M)

0.67% more ownership

Funds ownership: 24.86%25.54% (+0.67%)

12% less funds holding

Funds holding: 133117 (-16)

54% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 24

Holders
117
Holders Change
-16
Holders Change %
-12.03%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
48
Reduced
25
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$802K -$41.6K -8,043 -5%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$769K +$126K +24,316 +19%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$685K -$43.3K -8,375 -6%
AFG
29
Atomi Financial Group
New York
$524K +$6.05K +1,171 +1%
GWM
30
Geneos Wealth Management
Colorado
$518K +$205K +39,665 +558%
IWM
31
IHT Wealth Management
Illinois
$508K +$760 +147 +0.1%
SC
32
Stolper & Co
Oklahoma
$505K +$6.17K +1,193 +1%
SIC
33
Samalin Investment Counsel
New York
$455K +$23.8K +4,608 +6%
CL
34
Choreo LLC
Illinois
$439K +$36.6K +7,084 +9%
Mariner
35
Mariner
Kansas
$425K -$20.6K -3,993 -5%
MC
36
Moors & Cabot
Massachusetts
$368K -$4.29K -831 -1%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$349K +$11.5K +2,219 +3%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$343K +$155K +29,941 +82%
GC
39
Guggenheim Capital
Illinois
$339K +$149K +28,778 +78%
MFG
40
Merit Financial Group
Georgia
$304K +$200K +38,621 +191%
TCA
41
Transcend Capital Advisors
New Jersey
$284K +$32K +6,200 +13%
LOPW
42
Live Oak Private Wealth
North Carolina
$283K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$279K -$109 -21 -0%
AWS
44
Atria Wealth Solutions
New York
$277K +$278K +53,750 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$273K +$10.8K +2,084 +4%
AW
46
Alteri Wealth
California
$255K +$4.91K +950 +2%
PAS
47
Park Avenue Securities
New York
$246K -$25.6K -4,959 -9%
EC
48
Elequin Capital
New York
$241K +$174K +33,582 +257%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$240K +$51.7K +10,000 +27%
US Bancorp
50
US Bancorp
Minnesota
$233K +$31.5K +6,096 +16%

IGR Hedge Fund Activity: Q1 2025 in Review

117 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q1 2025, worth a combined $185M — up 10% from $168M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IGR and 11 opened new positions — a net loss of 13 holders — while 25 trimmed existing stakes and 48 added.

The largest buyer was Flagship Harbor Advisors, adding an estimated $3.33M. The largest seller was Marex Group, exiting entirely with an estimated $1.12M sold.

  • 117 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q1 2025, down from 133 in Q4 2024.
  • Funds reported $185M of CBRE Global Real Estate Income Fund stock for Q1 2025, up 10% quarter-over-quarter.
  • 11 funds opened new CBRE Global Real Estate Income Fund positions in Q1 2025 and 24 closed out, a net change of -13 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q1 2025 was Flagship Harbor Advisors, an estimated $3.33M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q1 2025 was Marex Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2025.