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IGR

CBRE Global Real Estate Income Fund

117 hedge funds and large institutions have $184M invested in CBRE Global Real Estate Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

0% more funds holding

Funds holding: 117117 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

0% less capital invested

Capital invested by funds: $185M → $184M (-$412K)

0.61% less ownership

Funds ownership: 25.54%24.92% (-0.61%)

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
40
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.5M -$5.06M -1,013,604 -9%
UBS Group
2
UBS Group
Switzerland
$28.3M -$23.4K -4,678 -0.1%
PCM
3
Penserra Capital Management
California
$19.6M +$546K +109,272 +3%
FHA
4
Flagship Harbor Advisors
Massachusetts
$10.1M +$309K +61,914 +3%
Bank of America
5
Bank of America
North Carolina
$9.76M +$12.2K +2,449 +0.1%
Wells Fargo
6
Wells Fargo
California
$8.39M +$231K +46,310 +3%
Ameriprise
7
Ameriprise
Minnesota
$5M +$240K +48,008 +5%
LPL Financial
8
LPL Financial
California
$4.99M +$473K +94,714 +11%
PWSG
9
Pacific Wealth Strategies Group
California
$3.07M -$355K -71,058 -10%
SA
10
Sanctuary Advisors
Indiana
$3.05M +$202K +40,442 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.68M +$102K +20,468 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.54M +$573K +114,607 +31%
JWCA
13
J.W. Cole Advisors
Florida
$2.28M +$58.9K +11,785 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.04M +$201K +40,244 +12%
WA
15
WealthTrust Axiom
Pennsylvania
$1.87M +$3.11K +623 +0.2%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$1.68M +$164K +32,794 +12%
SDWIA
17
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M +$116K +23,247 +9%
NAS
18
NWF Advisory Services
California
$1.45M -$13K -2,600 -0.9%
RBFC
19
Roman Butler Fullerton & Co
Missouri
$1.28M +$15K +2,997 +1%
CFG
20
Cooper Financial Group
California
$1.25M +$35.7K +7,143 +3%
Stifel Financial
21
Stifel Financial
Missouri
$1.19M +$21.5K +4,294 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.05M +$250K +50,078 +34%
IPAM
23
Investment Partners Asset Management
New Jersey
$915K -$1.84K -368 -0.2%
Raymond James Financial
24
Raymond James Financial
Florida
$881K +$55.7K +11,151 +7%
1WA
25
180 Wealth Advisors
Washington
$875K -$3.07K -614 -0.4%

IGR Hedge Fund Activity: Q2 2025 in Review

117 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CBRE Global Real Estate Income Fund (IGR) for Q2 2025, worth a combined $184M — down 0.22% from $185M a quarter earlier.

Fund positioning in IGR was balanced in Q2 2025: 13 funds opened new positions, 13 closed out, 40 added to existing stakes and 30 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $573K. The largest seller was Morgan Stanley, cutting an estimated $5.06M.

  • 117 institutional investors held CBRE Global Real Estate Income Fund (IGR) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $184M of CBRE Global Real Estate Income Fund stock for Q2 2025, down 0.22% quarter-over-quarter.
  • 13 funds opened new CBRE Global Real Estate Income Fund positions in Q2 2025 and 13 closed out, a net change of 0 holders.
  • The largest CBRE Global Real Estate Income Fund buyer in Q2 2025 was Royal Bank of Canada, an estimated $573K added.
  • The largest CBRE Global Real Estate Income Fund seller in Q2 2025 was Morgan Stanley, an estimated $5.06M sold.

Based on aggregated 13F filings for Q2 2025.