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IGR

CBRE Global Real Estate Income Fund

132 hedge funds and large institutions have $161M invested in CBRE Global Real Estate Income Fund in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

14% more funds holding

Funds holding: 116132 (+16)

2.88% more ownership

Funds ownership: 21.37%24.25% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

3% less capital invested

Capital invested by funds: $166M → $161M (-$4.99M)

Holders
132
Holders Change
+16
Holders Change %
+13.79%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
36
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
126
WhitTier Trust Company
Nevada
$2.46K
SWM
127
Spire Wealth Management
Virginia
$2.29K
MCM
128
MAI Capital Management
Ohio
$1.35K +$56 +12 +4%
SWA
129
SOA Wealth Advisors
New York
$820 +$33 +7 +4%
TRCT
130
Tower Research Capital (TRC)
New York
$96
CFB
131
Cullen/Frost Bankers
Texas
$53 +$56 +12 New
Citigroup
132
Citigroup
New York
$9
PWSG
133
Pacific Wealth Strategies Group
California
-$3.05M -593,217 Closed
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
-$311K -60,734 Closed
AWM
135
Alterna Wealth Management
Texas
-$76.3K -14,842 Closed
LWL
136
Leo Wealth LLC
Texas
-$74.5K -14,491 Closed
LFAS
137
Level Four Advisory Services
Texas
-$65.2K -12,680 Closed
BWP
138
Balboa Wealth Partners
Arizona
-$64.9K -12,617 Closed
Baird Financial Group
139
Baird Financial Group
Wisconsin
-$61.5K -11,966 Closed
CWM
140
Centurion Wealth Management
Virginia
-$52.9K -10,295 Closed
BRWA
141
B. Riley Wealth Advisors
Florida
-$52.3K -10,169 Closed
RFP
142
Root Financial Partners
California
-$33.6K -6,543 Closed
AAS
143
Ameritas Advisory Services
Nebraska
-$30.6K -5,960 Closed
JSAM
144
J. Safra Asset Management
New York
-$10.3K -2,000 Closed
PS
145
Principal Securities
Iowa
-$5.53K -1,076 Closed
AssetMark Inc
146
AssetMark Inc
California
-$740 -144 Closed
WT
147
Whittier Trust
California
-$26 -5 Closed

IGR Hedge Fund Activity: Q4 2025 in Review

132 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q4 2025, worth a combined $161M — down 3% from $166M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGR positions and 15 closed out — a net gain of 17 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Readystate Asset Management, opening a new position worth an estimated $6.46M. The largest seller was Morgan Stanley, cutting an estimated $4.16M.

  • 132 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q4 2025, up from 116 in Q3 2025.
  • Funds reported $161M of CBRE Global Real Estate Income Fund stock for Q4 2025, down 3% quarter-over-quarter.
  • 32 funds opened new CBRE Global Real Estate Income Fund positions in Q4 2025 and 15 closed out, a net change of +17 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q4 2025 was Readystate Asset Management, an estimated $6.46M added.
  • The largest CBRE Global Real Estate Income Fund seller in Q4 2025 was Morgan Stanley, an estimated $4.16M sold.

Based on aggregated 13F filings for Q4 2025.