Who Owns IGR?

CBRE Global Real Estate Income Fund — Institutional Ownership & 13F Holdings

$4.71

-0.02 (-0.42%)

Market Cap

$745.6M

Shares Outstanding

151,399,824

Institutional Holders

112

Total Inst. Value

$172.9M

% of Float Held

QoQ Holder Change

+30

Institutional data as of Q1 2025

New Positions

24

Closed Positions

26

Increased

43

Decreased

20

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$59.3M11,496,235
2UBS Group AG$27.6M5,351,671
3Penserra Capital Management LLC$18.5M3,587,307
4FLAGSHIP HARBOR ADVISORS, LLC$9.6M1,854,282
5BANK OF AMERICA CORP /DE/$9.5M1,842,648
6WELLS FARGO & COMPANY/MN$7.9M1,539,463
7AMERIPRISE FINANCIAL INC$4.6M897,855
8Pacific Wealth Strategies Group, Inc.New$3.6M706,141
9OSAIC HOLDINGS, INC.$2.5M486,408
10J.W. COLE ADVISORS, INC.$2.2M419,972

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
MORGAN STANLEY+485K$59.3M
UBS Group AG+108K$27.6M
Penserra Capital Management LLC+158K$18.5M
FLAGSHIP HARBOR ADVISORS, LLC+644K$9.6M
WELLS FARGO & COMPANY/MN+190K$7.9M

Top Sellers

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Frequently Asked Questions

How many institutional investors hold IGR?

As of Q1 2025, 112 institutional investors report holding IGR (CBRE Global Real Estate Income Fund) in their 13F filings.

Which hedge fund owns the most IGR?

The largest institutional holder of IGR is MORGAN STANLEY with $59.3M in shares.

Are institutions buying or selling IGR?

This quarter, 24 institutions opened new positions in IGR and 26 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.