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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
Morgan Stanley
1
Morgan Stanley
New York
$54.7M +$802K +158,943 +2%
UBS Group
2
UBS Group
Switzerland
$28.4M +$925K +183,244 +3%
FHA
3
Flagship Harbor Advisors
Massachusetts
$10.1M +$247K +48,910 +3%
Bank of America
4
Bank of America
North Carolina
$9.81M +$316K +62,576 +3%
Wells Fargo
5
Wells Fargo
California
$9.64M +$1.47M +290,487 +18%
LPL Financial
6
LPL Financial
California
$5.53M +$670K +132,817 +14%
Ameriprise
7
Ameriprise
Minnesota
$5.21M +$347K +68,690 +7%
SA
8
Sanctuary Advisors
Indiana
$3.31M +$342K +67,757 +12%
PWSG
9
Pacific Wealth Strategies Group
California
$3.05M -$211K -41,866 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.81M +$337K +66,803 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.64M +$71.3K +14,133 +3%
JWCA
12
J.W. Cole Advisors
Florida
$2.3M +$75.9K +15,046 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.97M -$12.5K -2,478 -0.6%
WA
14
WealthTrust Axiom
Pennsylvania
$1.71M -$97.4K -19,315 -5%
SDWIA
15
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.56M +$61.1K +12,104 +4%
Millennium Management
16
Millennium Management
New York
$1.53M +$1.5M +298,000 New
RBFC
17
Roman Butler Fullerton & Co
Missouri
$1.31M +$64.5K +12,785 +5%
CFG
18
Cooper Financial Group
California
$1.25M +$39.1K +7,749 +3%
Stifel Financial
19
Stifel Financial
Missouri
$1.11M -$43.2K -8,563 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.11M +$1.09M +216,300 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$985K -$38.1K -7,557 -4%
GC
22
Guggenheim Capital
Illinois
$922K +$582K +115,261 +180%
1WA
23
180 Wealth Advisors
Washington
$900K +$49K +9,713 +6%
IPAM
24
Investment Partners Asset Management
New Jersey
$818K -$70.5K -13,973 -8%
Raymond James Financial
25
Raymond James Financial
Florida
$682K -$171K -33,885 -20%

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.