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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
LFAS
76
Level Four Advisory Services
Texas
$65.2K -$8.72K -1,729 -12%
BWP
77
Balboa Wealth Partners
Arizona
$64.9K +$63.7K +12,617 New
Creative Planning
78
Creative Planning
Kansas
$64.4K +$63.2K +12,532 New
GVAG
79
Great Valley Advisor Group
Delaware
$61.9K +$60.8K +12,048 New
SFS
80
Sowell Financial Services
Arkansas
$61.7K +$1.05K +209 +2%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$61.5K -$246K -48,768 -80%
UCFA
82
United Capital Financial Advisors
Texas
$53.7K
CWM
83
Centurion Wealth Management
Virginia
$52.9K
BRWA
84
B. Riley Wealth Advisors
Florida
$52.3K -$55.1K -10,924 -52%
FFWM
85
Future Financial Wealth Management
Ohio
$51.4K
US Bancorp
86
US Bancorp
Minnesota
$46.6K -$182K -36,000 -80%
MWA
87
Medallion Wealth Advisors
Connecticut
$43K
NWM
88
Nova Wealth Management
Florida
$40.6K
WA
89
WPG Advisers
Maryland
$37.5K +$136 +27 +0.4%
RFP
90
Root Financial Partners
California
$33.6K +$33K +6,543 New
LFG
91
Larson Financial Group
Missouri
$30.8K
AAS
92
Ameritas Advisory Services
Nebraska
$30.6K -$65.8K -13,050 -69%
PA
93
Parallel Advisors
California
$19.8K +$19.4K +3,844 New
BCM
94
Blume Capital Management
California
$15.4K
EPAM
95
Evelyn Partners Asset Management
$14.5K
CA
96
CoreCap Advisors
Michigan
$11.1K
JSAM
97
J. Safra Asset Management
New York
$10.3K +$10.1K +2,000 New
AF
98
Allworth Financial
California
$9.41K +$106 +21 +1%
TFGT
99
TS Financial Group (TSFG)
Illinois
$8K
AAP
100
Arax Advisory Partners
Colorado
$7.71K +$7.57K +1,500 New

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.