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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
CFD
101
Creative Financial Designs
Indiana
$6.76K
PS
102
Principal Securities
Iowa
$5.53K -$2.52K -500 -32%
PTC
103
Private Trust Company
Ohio
$5.14K
HWP
104
Highline Wealth Partners
California
$5.14K +$5.04K +1,000 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$5K -$12.9K -2,559 -71%
HBW
106
Hazlett, Burt & Watson
West Virginia
$5K
GSWM
107
Golden State Wealth Management
California
$4.63K
WTC
108
WhitTier Trust Company
Nevada
$2.8K +$2.73K +542 New
SWM
109
Spire Wealth Management
Virginia
$2.69K
JP Morgan Chase
110
JP Morgan Chase
New York
$2.06K +$2.02K +400 New
MCM
111
MAI Capital Management
Ohio
$1.52K -$5K -990 -77%
SWA
112
SOA Wealth Advisors
New York
$926 +$30 +6 +3%
AssetMark Inc
113
AssetMark Inc
California
$740
TRCT
114
Tower Research Capital (TRC)
New York
$113 -$116 -23 -51%
WT
115
Whittier Trust
California
$26
Citigroup
116
Citigroup
New York
$10
PCM
117
Penserra Capital Management
California
-$19.6M -3,696,579 Closed
PIWA
118
Prevail Innovative Wealth Advisors
Kansas
-$1.68M -316,674 Closed
SC
119
Stolper & Co
Oklahoma
-$560K -105,933 Closed
GWM
120
Geneos Wealth Management
Colorado
-$215K -40,688 Closed
IC
121
IEQ Capital
California
-$107K -20,141 Closed
CIA
122
Capital Investment Advisors
Georgia
-$68.7K -12,982 Closed
HFA
123
Highland Financial Advisors
New Jersey
-$61.4K -11,600 Closed
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
-$41.1K -7,766 Closed
AWM
125
Atticus Wealth Management
Florida
-$38.8K -7,340 Closed

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.