CBRE Global Real Estate Income Fund

IGR • XNYS

CBRE Global Real Estate Income Fund is a publicly traded company on XNYS. As of Q3 2025, 106 institutional investors hold shares in this company, with total holdings valued at $158.5M. MORGAN STANLEY is the largest holder with a position valued at $54.7M.

Overview

Overview of institutional ownership in IGR as of Q3 2025

All Institutions

Institutions: 106
Value Held: $158.5M
Shares Held: 30.9M
Avg Position: $1.5M
Median Position: $97.8K

Hedge Funds

Hedge Funds: 1
Value Held: $1.5M
Shares Held: 298.0K
Avg Position: $1.5M
Median Position: $1.5M

Biggest Investors

Institutions with the largest positions in IGR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$54.7M 0.00% of portfolio	0.00% 10.6M shares	Q4 2022 Held for 2y 11m	$1.65T
UBS Group AG Institution	Sergio P. Ermotti CEO	$28.4M 0.01% of portfolio	0.00% 5.5M shares	Q4 2022 Held for 2y 11m	$511.54B
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	David Jay Kaufman CEO	$10.1M 0.44% of portfolio	0.00% 2.0M shares	Q4 2022 Held for 2y 11m	$2.3B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$9.8M 0.00% of portfolio	0.00% 1.9M shares	Q4 2022 Held for 2y 11m	$1.33T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$9.6M 0.00% of portfolio	0.00% 1.9M shares	Q4 2022 Held for 2y 11m	$488.50B
L LPL Financial LLC Institution	-	$5.5M 0.00% of portfolio	0.00% 1.1M shares	Q4 2022 Held for 2y 11m	$340.07B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$5.2M 0.00% of portfolio	0.00% 1.0M shares	Q1 2023 Held for 2y 8m	$433.11B
Pacific Wealth Strategies Group, Inc. RIA/Wealth	Jeffery Dane Brookshire President	$3.0M 1.88% of portfolio	0.00% 593.2K shares	Q4 2022 Held for 2y 11m	$162.5M
A Advisor Group Holdings, Inc. Institution	-	$2.6M 0.00% of portfolio	0.00% 521.0K shares	Q4 2022 Held for 2y 11m	$71.0B
J J.W. COLE ADVISORS, INC. Institution	-	$2.3M 0.04% of portfolio	0.00% 446.8K shares	Q4 2023 Held for 1y 11m	$5.2B

Net Capital Flow

Institutional buying and selling activity for IGR in Q3 2025

Traded: +$6.0M
Buyers: 53
Sellers: 44
Total Bought: +$11.0M
Total Sold: −$5.0M
Avg Position: $1.3M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$1.5M +298.0K shares	$1.5M 298.0K shares
WELLS FARGO & COMPANY/MN Institution	+$1.5M +290.5K shares	$9.6M 1.9M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.1M +216.3K shares	$1.1M 216.3K shares
UBS Group AG Institution	+$941.9K +183.2K shares	$28.4M 5.5M shares
MORGAN STANLEY RIA/Wealth	+$817.0K +158.9K shares	$54.7M 10.6M shares
L LPL Financial LLC Institution	+$682.7K +132.8K shares	$5.5M 1.1M shares
T Tennessee Valley Asset Management Partners Institution	+$663.0K +129.0K shares	$663.0K 129.0K shares
J JANE STREET GROUP, LLC Institution	+$651.3K +126.7K shares	$651.3K 126.7K shares
G GUGGENHEIM CAPITAL LLC Institution	+$592.4K +115.3K shares	$922.4K 179.5K shares
AMERIPRISE FINANCIAL INC Institution	+$352.5K +68.7K shares	$5.2M 1.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	−$1.7M −316.7K shares	Sold Off 0 shares
NWF Advisory Services Inc. RIA/Wealth	−$1.1M −220.3K shares	$273.4K 53.2K shares
Baird Financial Group, Inc. Private Equity	−$250.7K −48.8K shares	$61.5K 12.0K shares
Geneos Wealth Management Inc. RIA/Wealth	−$215.2K −40.7K shares	Sold Off 0 shares
Pacific Wealth Strategies Group, Inc. RIA/Wealth	−$215.2K −41.9K shares	$3.0M 593.2K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$185.0K −36.0K shares	$46.6K 9.1K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$174.2K −33.9K shares	$682.1K 132.7K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	−$107.5K −20.9K shares	$97.4K 19.0K shares
IEQ CAPITAL, LLC RIA/Wealth	−$106.5K −20.1K shares	Sold Off 0 shares
W WealthTrust Axiom LLC Institution	−$99.3K −19.3K shares	$1.7M 333.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IGR in Q3 2025

New Positions: 12
New Value: $1.2M
Exited Positions: 15
Exited Value: $2.2M

New Positions

Institution	Position Value
T Tennessee Valley Asset Management Partners Institution	$663.0K 129.0K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$197.8K 38.5K shares
Stonegate Investment Group, LLC RIA/Wealth	$134.9K 26.3K shares
C CI Private Wealth, LLC RIA/Wealth	$107.9K 21.0K shares
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	$61.9K 12.0K shares
R Root Financial Partners, LLC RIA/Wealth	$33.6K 6.5K shares
J.Safra Asset Management Corp Fund of Funds	$10.3K 2.0K shares
SRS Capital Advisors, Inc. RIA/Wealth	$7.7K 1.5K shares
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth	$5.1K 1.0K shares
WHITTIER TRUST CO OF NEVADA INC RIA/Wealth	$2.8K 542.0 shares

Exited Positions

Institution	Previous Position
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	$1.7M 316.7K shares
Geneos Wealth Management Inc. RIA/Wealth	$215.2K 40.7K shares
IEQ CAPITAL, LLC RIA/Wealth	$106.5K 20.1K shares
Capital Investment Advisors, LLC RIA/Wealth	$68.7K 13.0K shares
Highland Financial Advisors, LLC RIA/Wealth	$61.4K 11.6K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$41.1K 7.8K shares
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth	$38.8K 7.3K shares
C Colonial Asset Management, Inc. RIA/Wealth	$14.5K 2.8K shares
K Kozak & Associates, Inc. Institution	$10.2K 1.9K shares
MARK SHEPTOFF FINANCIAL PLANNING, LLC RIA/Wealth	$5.3K 1.0K shares

Options Activity

Institutions with the largest Call and Put options positions in IGR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IGR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Pacific Wealth Strategies Group, Inc. RIA/Wealth	Jeffery Dane Brookshire President	1.88% $3.0M	0.00% 593.2K shares	Q4 2022 Held for 2y 11m	$162.5M
Investment Partners Asset Management, Inc. RIA/Wealth	Gregg Thomas Abella CEO	0.54% $817.5K	0.00% 159.1K shares	Q4 2023 Held for 1y 11m	$150.3M
W WealthTrust Axiom LLC Institution	-	0.46% $1.7M	0.00% 333.5K shares	Q4 2022 Held for 2y 11m	$373.3M
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	David Jay Kaufman CEO	0.44% $10.1M	0.00% 2.0M shares	Q4 2022 Held for 2y 11m	$2.3B
ROMAN BUTLER FULLERTON & CO RIA/Wealth	Paul Thomas Fullerton President	0.35% $1.3M	0.00% 270.3K shares	Q4 2022 Held for 2y 11m	$370.0M
S SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC RIA/Wealth	Stephen John Dygos Managing Partner	0.33% $1.6M	0.00% 304.0K shares	Q4 2022 Held for 2y 11m	$473.1M
Samalin Investment Counsel, LLC RIA/Wealth	Andrew Evan Samalin Managing Partner	0.17% $480.1K	0.00% 93.4K shares	Q4 2022 Held for 2y 11m	$289.2M
S Sunpointe, LLC Institution	-	0.16% $436.4K	0.00% 84.9K shares	Q2 2025 Held for 5 months	$275.6M
Cooper Financial Group RIA/Wealth	Arthur Young Cooper Managing Partner	0.14% $1.3M	0.00% 243.8K shares	Q4 2022 Held for 2y 11m	$903.5M
180 WEALTH ADVISORS, LLC RIA/Wealth	Darren Norman Henke Managing Partner	0.11% $900.4K	0.00% 175.2K shares	Q4 2022 Held for 2y 11m	$819.4M