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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
CA
101
CoreCap Advisors
Michigan
$11.1K
TFGT
102
TS Financial Group (TSFG)
Illinois
$8K
CFD
103
Creative Financial Designs
Indiana
$6.79K
PTC
104
Private Trust Company
Ohio
$5.16K
MSFP
105
Mark Sheptoff Financial Planning
Connecticut
$5.16K +$5.17K +1,000 New
HBW
106
Hazlett, Burt & Watson
West Virginia
$5K
GSWM
107
Golden State Wealth Management
California
$4.64K
PS
108
Principal Securities
Iowa
$4.03K
PP
109
Pacifica Partners
Canada
$2.79K +$2.84K +550 New
SWM
110
Spire Wealth Management
Virginia
$2.7K
PPWM
111
PFG Private Wealth Management
Florida
$2.06K +$2.07K +400 New
MCM
112
MAI Capital Management
Ohio
$1.42K +$47 +9 +3%
SWA
113
SOA Wealth Advisors
New York
$866 +$31 +6 +4%
AssetMark Inc
114
AssetMark Inc
California
$743
AA
115
Addison Advisors
Vermont
$315
AF
116
Allworth Financial
California
$276 +$119 +23 +68%
Citigroup
117
Citigroup
New York
$10
MG
118
Marex Group
-$1.12M -232,543 Closed
SFS
119
Shaker Financial Services
Virginia
-$802K -166,795 Closed
Jane Street
120
Jane Street
New York
-$740K -153,760 Closed
SA
121
SFI Advisors
New Jersey
-$571K -118,763 Closed
RAM
122
Readystate Asset Management
Illinois
-$531K -110,361 Closed
WAM
123
Wolverine Asset Management
Illinois
-$507K -105,386 Closed
LCM
124
Landscape Capital Management
New Jersey
-$441K -91,609 Closed
XT
125
XTX Topco
Cayman Islands
-$324K -67,403 Closed

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.