IGR

CBRE Global Real Estate Income Fund
IGR

Overview Fund Activity

113 hedge funds and large institutions have $179M invested in CBRE Global Real Estate Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.54M
2
PCM
Penserra Capital Management
California
$19.6M
3
LPL Financial
LPL Financial
California
$4.99M
4
S
Sunpointe
Missouri
$449K
5
FHA
Flagship Harbor Advisors
Massachusetts
$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$55.5M
2
CF
Centaurus Financial
California
$0
3
AAM
Advisors Asset Management
Colorado
$641K
4
PWSG
Pacific Wealth Strategies Group
California
$3.07M
5
TCA
Transcend Capital Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.5M -$5.36M -1,013,604 -9%
UBS Group
2
UBS Group
Switzerland
$28.3M -$24.7K -4,678 -0.1%
PCM
3
Penserra Capital Management
California
$19.6M +$578K +109,272 +3%
FHA
4
Flagship Harbor Advisors
Massachusetts
$10.1M +$328K +61,914 +3%
Bank of America
5
Bank of America
North Carolina
$9.76M +$13K +2,449 +0.1%
Wells Fargo
6
Wells Fargo
California
$8.39M +$245K +46,310 +3%
Ameriprise
7
Ameriprise
Minnesota
$5M +$254K +48,008 +5%
LPL Financial
8
LPL Financial
California
$4.99M +$501K +94,714 +11%
PWSG
9
Pacific Wealth Strategies Group
California
$3.07M -$344K -71,058 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.54M +$606K +114,607 +31%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.42M +$75.9K +15,774 +3%
JWCA
12
J.W. Cole Advisors
Florida
$2.28M +$62.3K +11,785 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.04M +$213K +40,244 +12%
WA
14
WealthTrust Axiom
Pennsylvania
$1.87M +$3.3K +623 +0.2%
PIWA
15
Prevail Innovative Wealth Advisors
Kansas
$1.68M +$173K +32,794 +12%
SDWIA
16
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M +$123K +23,247 +9%
RBFC
17
Roman Butler Fullerton & Co
Missouri
$1.28M +$14.9K +2,997 +1%
CFG
18
Cooper Financial Group
California
$1.25M +$37.8K +7,143 +3%
Stifel Financial
19
Stifel Financial
Missouri
$1.19M +$22.7K +4,294 +2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.05M +$265K +50,078 +34%
IPAM
21
Investment Partners Asset Management
New Jersey
$915K -$1.95K -368 -0.2%
Raymond James Financial
22
Raymond James Financial
Florida
$881K +$59K +11,151 +7%
1WA
23
180 Wealth Advisors
Washington
$875K -$3.25K -614 -0.4%
AAM
24
Advisors Asset Management
Colorado
$641K -$1M -189,081 -61%
SC
25
Stolper & Co
Oklahoma
$560K +$43K +8,142 +8%
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