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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
Morgan Stanley
1
Morgan Stanley
New York
$59.3M +$2.51M +484,891 +4%
UBS Group
2
UBS Group
Switzerland
$27.6M +$557K +107,730 +2%
PCM
3
Penserra Capital Management
California
$18.5M +$818K +158,349 +5%
FHA
4
Flagship Harbor Advisors
Massachusetts
$9.57M +$3.33M +643,929 +53%
Bank of America
5
Bank of America
North Carolina
$9.51M -$784K -151,712 -8%
Wells Fargo
6
Wells Fargo
California
$7.94M +$980K +189,682 +14%
Ameriprise
7
Ameriprise
Minnesota
$4.63M +$214K +41,369 +5%
LPL Financial
8
LPL Financial
California
$4.38M +$360K +69,744 +9%
PWSG
9
Pacific Wealth Strategies Group
California
$3.64M +$61K +11,800 +2%
SA
10
Sanctuary Advisors
Indiana
$2.76M -$357K -69,027 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.51M -$115K -22,211 -4%
JWCA
12
J.W. Cole Advisors
Florida
$2.17M +$998K +193,077 +85%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.89M +$286K +55,324 +18%
WA
14
WealthTrust Axiom
Pennsylvania
$1.82M +$73.4K +14,211 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.79M +$189K +36,628 +12%
AAM
16
Advisors Asset Management
Colorado
$1.6M -$1.01M -195,862 -39%
PIWA
17
Prevail Innovative Wealth Advisors
Kansas
$1.46M +$293K +56,612 +25%
NAS
18
NWF Advisory Services
California
$1.42M +$1.43M +276,100 New
SDWIA
19
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.39M +$95.2K +18,413 +7%
CF
20
Centaurus Financial
California
$1.24M +$266K +51,568 +27%
RBFC
21
Roman Butler Fullerton & Co
Missouri
$1.2M +$42.9K +8,307 +3%
CFG
22
Cooper Financial Group
California
$1.18M +$38.1K +7,368 +3%
Stifel Financial
23
Stifel Financial
Missouri
$1.14M +$154K +29,802 +16%
IPAM
24
Investment Partners Asset Management
New Jersey
$895K -$83.9K -16,229 -9%
1WA
25
180 Wealth Advisors
Washington
$854K +$46K +8,900 +6%

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.