AWM
IGR

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

Atticus 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
Q3 		– Sell
-2,447
Closed -$38.8K – 397
2025
Q2 		$38.8K Buy
2,447
+712
+41% +$10.7K 0.01% 340
2025
Q1 		$26.9K Sell
1,735
-1,401
-45% -$21.7K 0.01% 296
2024
Q4 		$45.3K Sell
3,136
-3,406
-52% -$58.1K 0.01% 251
2024
Q3 		$129K Sell
6,542
-629
-9% -$11.1K 0.04% 149
2024
Q2 		$108K Buy
7,171
+615
+9% +$9.28K 0.04% 157
2024
Q1 		$106K Buy
6,556
+172
+3% +$2.7K 0.03% 165
2023
Q4 		$104K Buy
6,384
+95
+2% +$1.3K 0.04% 162
2023
Q3 		$84.9K Buy
6,289
+119
+2% +$1.85K 0.03% 188
2023
Q2 		$96.8K Buy
6,170
+116
+2% +$1.83K 0.04% 179
2023
Q1 		$96.4K Buy
6,054
+2,952
+95% +$55.2K 0.04% 173
2022
Q4 		$53.3K Sell
3,102
-3,324
-52% -$58.7K 0.02% 244
2022
Q3 		$140K Hold
6,426
– – 0.07% 141
2022
Q2 		$140K Buy
6,426
+66
+1% +$1.59K 0.06% 158
2022
Q1 		$172K Buy
6,360
+1,085
+21% +$28.1K 0.06% 155
2021
Q4 		$155K Hold
5,275
– – 0.06% 139
2021
Q3 		$132K Hold
5,275
– – 0.06% 131
2021
Q2 		$139K Buy
5,275
+1,000
+23% +$25.2K 0.06% 140
2021
Q1 		$100K Buy
4,275
+925
+28% +$20.1K 0.05% 158
2020
Q4 		$69K Sell
3,350
-1,695
-34% -$32.3K 0.03% 182
2020
Q3 		$91K Buy
5,045
+1,262
+33% +$23K 0.05% 144
2020
Q2 		$68K Hold
3,783
– – 0.04% 153
2020
Q1 		$59K Hold
3,783
– – 0.05% 163
2019
Q4 		$91K Buy
+3,783
New +$89.9K 0.06% 138

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atticus Wealth Management's IGR Position: Q3 2025 in Review

Atticus Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2025, closing a stake of 2,447 shares — an estimated $38.8K sold.

Atticus Wealth Management first reported a position in IGR in Q4 2019 and held it in 23 quarters. The position peaked at $172K in Q1 2022. 116 funds tracked by Wall St. Rank hold IGR as of Q3 2025.

  • Atticus Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2,447 CBRE Global Real Estate Income Fund shares in Q3 2025, an estimated $38.8K.
  • Atticus Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's CBRE Global Real Estate Income Fund position peaked at $172K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.