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IGR

CBRE Global Real Estate Income Fund

116 hedge funds and large institutions have $166M invested in CBRE Global Real Estate Income Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% less funds holding

Funds holding: 117116 (-1)

3.55% less ownership

Funds ownership: 24.92%21.37% (-3.6%)

10% less capital invested

Capital invested by funds: $184M → $166M (-$18.4M)

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
40
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$188K
Comerica Bank
52
Comerica Bank
Texas
$153K -$8.02K -1,590 -5%
AG
53
AmeriFlex Group
Nevada
$141K +$117K +23,200 +552%
SIG
54
Stonegate Investment Group
Alabama
$135K +$132K +26,250 New
LIM
55
Leavell Investment Management
Alabama
$131K +$65.6K +13,000 +104%
GRP
56
Global Retirement Partners
California
$129K +$14.3K +2,828 +13%
Corient Private Wealth
57
Corient Private Wealth
Florida
$108K +$106K +21,000 New
SPC
58
Sigma Planning Corp
Michigan
$103K +$716 +142 +0.7%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$98.2K -$10.7K -2,124 -10%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$97.4K -$106K -20,920 -52%
BC
61
Burney Company
Virginia
$97.3K -$32.8K -6,510 -26%
AWM
62
Axxcess Wealth Management
California
$85.7K +$661 +131 +0.8%
FG
63
Fiduciary Group
Georgia
$82K
OAM
64
Occidental Asset Management
California
$81.1K -$358 -71 -0.4%
SI
65
Stephens Inc
Arkansas
$77.5K +$24.2K +4,800 +47%
AWM
66
Alterna Wealth Management
Texas
$76.3K -$38.3K -7,600 -34%
OCM
67
One Capital Management
California
$75.3K +$5.5K +1,090 +8%
SPIA
68
Steward Partners Investment Advisory
New York
$75.2K +$7.66K +1,518 +12%
AWM
69
AE Wealth Management
Kansas
$74.5K +$9.08K +1,800 +14%
LWL
70
Leo Wealth LLC
Texas
$74.5K +$2.57K +510 +4%
DADC
71
D.A. Davidson & Co
Montana
$74.3K +$72.9K +14,445 New
HFP
72
Holistic Financial Partners
Indiana
$74.2K
NFG
73
Nations Financial Group
Iowa
$74.1K -$126 -25 -0.2%
PAG
74
Private Advisor Group
New Jersey
$73.1K -$3.72K -738 -5%
MOS
75
MGO One Seven
Ohio
$72.1K -$21.8K -4,314 -24%

IGR Hedge Fund Activity: Q3 2025 in Review

116 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q3 2025, worth a combined $166M — down 10% from $184M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGR positions and 16 closed out — a net gain of 2 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.5M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $19.6M sold.

  • 116 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q3 2025, down from 117 in Q2 2025.
  • Funds reported $166M of CBRE Global Real Estate Income Fund stock for Q3 2025, down 10% quarter-over-quarter.
  • 18 funds opened new CBRE Global Real Estate Income Fund positions in Q3 2025 and 16 closed out, a net change of +2 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q3 2025 was Millennium Management, an estimated $1.5M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q3 2025 was Penserra Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2025.