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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
QFA
51
Quattro Financial Advisors
Texas
$208K
SWM
52
SeaCrest Wealth Management
New York
$203K +$145K +28,036 +249%
EWA
53
EP Wealth Advisors
California
$182K
Comerica Bank
54
Comerica Bank
Texas
$180K -$263K -50,873 -59%
GA
55
GFS Advisors
Texas
$159K +$159K +30,800 New
AG
56
AmeriFlex Group
Nevada
$148K -$7.75K -1,500 -5%
SFS
57
Sowell Financial Services
Arkansas
$138K +$138K +26,686 New
MGIA
58
Moneta Group Investment Advisors
Missouri
$136K +$137K +26,419 New
HF
59
HRT Financial
New York
$132K -$144K -27,915 -52%
BC
60
Burney Company
Virginia
$127K
KPWS
61
Kestra Private Wealth Services
Texas
$127K
LFAS
62
Level Four Advisory Services
Texas
$116K
JP Morgan Chase
63
JP Morgan Chase
New York
$113K +$4.83K +934 +4%
IC
64
IEQ Capital
California
$111K +$111K +21,442 New
SPC
65
Sigma Planning Corp
Michigan
$101K +$4.16K +805 +4%
NA
66
NewEdge Advisors
Louisiana
$98.5K -$119 -23 -0.1%
OAM
67
Occidental Asset Management
California
$92.3K -$2.71K -525 -3%
SPIA
68
Steward Partners Investment Advisory
New York
$90K +$32.9K +6,358 +57%
AWM
69
Axxcess Wealth Management
California
$89.6K -$14.1K -2,722 -14%
AWM
70
Alterna Wealth Management
Texas
$88.8K -$15.3K -2,964 -15%
MOS
71
MGO One Seven
Ohio
$86.1K -$23.9K -4,631 -22%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$84.6K +$5 +1 +0%
FG
73
Fiduciary Group
Georgia
$77.3K
PAG
74
Private Advisor Group
New Jersey
$77.2K
HFP
75
Holistic Financial Partners
Indiana
$74.5K

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.