AWM
IGR

AE Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

AE Wealth Management’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.7K Hold
14,500
– – ﹤0.01% 1908
2025
Q4 		$63.5K Hold
14,500
– – ﹤0.01% 1802
2025
Q3 		$74.5K Buy
14,500
+1,800
+14% +$9.08K ﹤0.01% 1640
2025
Q2 		$67.2K Buy
+12,700
New +$63.4K ﹤0.01% 1563
2022
Q1 		– Sell
-10,317
Closed -$101K – 1740
2021
Q4 		$101K Buy
+10,317
New +$94K ﹤0.01% 1641
2020
Q2 		– Sell
-15,365
Closed -$81K – 1304
2020
Q1 		$81K Sell
15,365
-3,645
-19% -$26.6K ﹤0.01% 1052
2019
Q4 		$152K Sell
19,010
-5,273
-22% -$41.8K ﹤0.01% 1074
2019
Q3 		$192K Sell
24,283
-1,663
-6% -$12.7K 0.01% 927
2019
Q2 		$194K Buy
+25,946
New +$193K 0.01% 904
2017
Q4 		– Sell
-67,164
Closed -$531K – 439
2017
Q3 		$531K Buy
67,164
+7,937
+13% +$61.8K 0.05% 227
2017
Q2 		$457K Buy
+59,227
New +$452K 0.05% 241

Other funds holding IGR

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PCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return