Ameritas Advisory Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Ameritas Advisory Services’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	-5,960	Closed	-$30.6K	–	1501
2025 Q3	$30.6K	Sell	5,960 -13,050	-69%	-$65.8K	﹤0.01%	1271
2025 Q2	$101K	Buy	19,010 +8,400	+79%	+$42K	0.01%	987
2025 Q1	$52.6K	Buy	+10,610	New	+$54.8K	﹤0.01%	855
2023 Q2	–	Sell	-4,690	Closed	-$24.9K	–	1511
2023 Q1	$24.9K	Buy	+4,690	New	+$29.2K	﹤0.01%	1540

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.03T AUM 1% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Ameritas Advisory Services's IGR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 5,960 shares — an estimated $30.6K sold.

Ameritas Advisory Services first reported a position in IGR in Q1 2023 and held it in 4 quarters. The position peaked at $101K in Q2 2025. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

Ameritas Advisory Services reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 5,960 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $30.6K.
Ameritas Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q1 2023 and held it in 4 quarters.
Ameritas Advisory Services's CBRE Global Real Estate Income Fund position peaked at $101K in Q2 2025.
132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.