AWM
IGR

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

Alterna 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
2025
Q4 		– Sell
-4,947
Closed -$76.3K – 110
2025
Q3 		$76.3K Sell
4,947
-2,534
-34% -$38.4K 0.06% 97
2025
Q2 		$119K Buy
7,481
+1,746
+30% +$26.2K 0.1% 103
2025
Q1 		$88.8K Sell
5,735
-988
-15% -$15.3K 0.07% 105
2024
Q4 		$97K Buy
6,723
+346
+5% +$5.91K 0.08% 99
2024
Q3 		$126K Hold
6,377
– – 0.11% 98
2024
Q2 		$96.4K Buy
6,377
+327
+5% +$4.94K 0.08% 102
2024
Q1 		$97.6K Buy
6,050
+983
+19% +$15.4K 0.08% 92
2023
Q4 		$82.5K Buy
+5,067
New +$69.6K 0.1% 74

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Alterna Wealth Management's IGR Position: Q4 2025 in Review

Alterna Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 4,947 shares — an estimated $76.3K sold.

Alterna Wealth Management first reported a position in IGR in Q4 2023 and held it in 8 quarters. The position peaked at $126K in Q3 2024. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

  • Alterna Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 4,947 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $76.3K.
  • Alterna Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2023 and held it in 8 quarters.
  • Alterna Wealth Management's CBRE Global Real Estate Income Fund position peaked at $126K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Alterna Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.