BRWA
IGR

B. Riley Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

B. Riley Wealth Advisors’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
-10,169
Closed -$52.3K – 1094
2025
Q3 		$52.3K Sell
10,169
-10,924
-52% -$55.1K ﹤0.01% 1000
2025
Q2 		$112K Buy
+21,093
New +$105K 0.01% 949
2024
Q4 		$100K Buy
20,814
+6,325
+44% +$36K ﹤0.01% 1101
2024
Q3 		$92.6K Sell
14,489
-125
-0.9% -$738 ﹤0.01% 1214
2024
Q2 		$73.7K Sell
14,614
-5,574
-28% -$28K ﹤0.01% 1325
2024
Q1 		$90.8K Buy
20,188
+4,544
+29% +$23.8K ﹤0.01% 1367
2023
Q4 		$84.9K Sell
15,644
-4,544
-23% -$20.8K ﹤0.01% 1331
2023
Q3 		$90.8K Hold
20,188
– – ﹤0.01% 1367
2023
Q2 		$106K Buy
20,188
+9,174
+83% +$48.4K ﹤0.01% 1430
2023
Q1 		$58.5K Hold
11,014
– – ﹤0.01% 1426
2022
Q4 		$63.1K Sell
11,014
-1
-0% -$6 ﹤0.01% 1398
2022
Q3 		$64K Sell
11,015
-767
-7% -$5.61K ﹤0.01% 1367
2022
Q2 		$86K Hold
11,782
– – ﹤0.01% 1140
2022
Q1 		$107K Hold
11,782
– – ﹤0.01% 1288
2021
Q4 		$116K Buy
11,782
+1,000
+9% +$9.12K ﹤0.01% 1326
2021
Q3 		$91K Buy
+10,782
New +$96.8K ﹤0.01% 1343
2020
Q2 		– Sell
-12,694
Closed -$67K – 880
2020
Q1 		$67K Buy
12,694
+586
+5% +$4.27K 0.01% 750
2019
Q4 		$98K Buy
12,108
+69
+0.6% +$547 0.01% 796
2019
Q3 		$96K Buy
12,039
+69
+0.6% +$527 0.01% 771
2019
Q2 		$90K Buy
11,970
+70
+0.6% +$520 0.01% 758
2019
Q1 		$89K Buy
+11,900
New +$83.3K 0.01% 702
2015
Q4 		– Sell
-82,305
Closed -$608K – 594
2015
Q3 		$608K Buy
82,305
+237
+0.3% +$1.85K 0.15% 196
2015
Q2 		$655K Sell
82,068
-2,347
-3% -$20.1K 0.16% 173
2015
Q1 		$756K Sell
84,415
-86,263
-51% -$786K 0.18% 149
2014
Q4 		$8.53K Buy
170,678
+86,228
+102% +$751K 0.18% 119
2014
Q3 		$708K Sell
84,450
-88,498
-51% -$789K 0.18% 147
2014
Q2 		$789K Buy
172,948
+83,990
+94% +$732K 0.19% 119
2014
Q1 		$743K Sell
88,958
-4,216
-5% -$34.5K 0.22% 113
2013
Q4 		$738K Sell
93,174
-492
-0.5% -$3.96K 0.24% 105
2013
Q3 		$758K Buy
93,666
+12,168
+15% +$102K 0.26% 88
2013
Q2 		$735K Buy
+81,498
New +$778K 0.25% 89

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

B. Riley Wealth Advisors's IGR Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 10,169 shares — an estimated $52.3K sold.

B. Riley Wealth Advisors first reported a position in IGR in Q2 2013 and held it in 31 quarters. The position peaked at $789K in Q2 2014. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,169 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $52.3K.
  • B. Riley Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and held it in 31 quarters.
  • B. Riley Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $789K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.