B. Riley Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,390
| Closed | -$52.3K | – | 1094 |
|
|
2025
Q3 | $52.3K | Sell |
3,390
-3,641
| -52% | -$55.1K | ﹤0.01% | 1000 |
|
|
2025
Q2 | $112K | Buy |
7,031
+48
| +0.7% | +$719 | 0.01% | 949 |
|
|
2025
Q1 | $108K | Buy |
6,983
+45
| +0.6% | +$698 | ﹤0.01% | 1217 |
|
|
2024
Q4 | $100K | Buy |
6,938
+2,108
| +44% | +$36K | ﹤0.01% | 1101 |
|
|
2024
Q3 | $92.6K | Sell |
4,830
-41
| -0.8% | -$727 | ﹤0.01% | 1214 |
|
|
2024
Q2 | $73.7K | Sell |
4,871
-1,858
| -28% | -$28K | ﹤0.01% | 1325 |
|
|
2024
Q1 | $90.8K | Buy |
6,729
+1,514
| +29% | +$23.7K | ﹤0.01% | 1367 |
|
|
2023
Q4 | $84.9K | Sell |
5,215
-1,514
| -22% | -$20.8K | ﹤0.01% | 1331 |
|
|
2023
Q3 | $90.8K | Hold |
6,729
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q2 | $106K | Buy |
6,729
+3,058
| +83% | +$48.4K | ﹤0.01% | 1430 |
|
|
2023
Q1 | $58.5K | Hold |
3,671
| – | – | ﹤0.01% | 1426 |
|
|
2022
Q4 | $63.1K | Sell |
3,671
-1
| -0% | -$18 | ﹤0.01% | 1398 |
|
|
2022
Q3 | $64K | Sell |
3,672
-255
| -6% | -$5.59K | ﹤0.01% | 1367 |
|
|
2022
Q2 | $86K | Hold |
3,927
| – | – | ﹤0.01% | 1140 |
|
|
2022
Q1 | $107K | Hold |
3,927
| – | – | ﹤0.01% | 1288 |
|
|
2021
Q4 | $116K | Buy |
3,927
+333
| +9% | +$9.11K | ﹤0.01% | 1326 |
|
|
2021
Q3 | $91K | Buy |
+3,594
| New | +$96.8K | ﹤0.01% | 1343 |
|
|
2020
Q2 | – | Sell |
-4,231
| Closed | -$67K | – | 880 |
|
|
2020
Q1 | $67K | Buy |
4,231
+195
| +5% | +$4.26K | 0.01% | 750 |
|
|
2019
Q4 | $98K | Buy |
4,036
+23
| +0.6% | +$547 | 0.01% | 796 |
|
|
2019
Q3 | $96K | Buy |
4,013
+23
| +0.6% | +$527 | 0.01% | 771 |
|
|
2019
Q2 | $90K | Buy |
3,990
+23
| +0.6% | +$512 | 0.01% | 758 |
|
|
2019
Q1 | $89K | Buy |
+3,967
| New | +$83.3K | 0.01% | 702 |
|
|
2015
Q4 | – | Sell |
-27,435
| Closed | -$608K | – | 594 |
|
|
2015
Q3 | $608K | Buy |
27,435
+79
| +0.3% | +$1.85K | 0.15% | 196 |
|
|
2015
Q2 | $655K | Sell |
27,356
-782
| -3% | -$20.1K | 0.16% | 173 |
|
|
2015
Q1 | $756K | Sell |
28,138
-28,755
| -51% | -$786K | 0.18% | 149 |
|
|
2014
Q4 | $8.53M | Buy |
56,893
+28,743
| +102% | +$751K | 0.18% | 119 |
|
|
2014
Q3 | $708K | Sell |
28,150
-29,499
| -51% | -$789K | 0.18% | 147 |
|
|
2014
Q2 | $789K | Buy |
57,649
+27,996
| +94% | +$732K | 0.19% | 119 |
|
|
2014
Q1 | $743K | Sell |
29,653
-1,405
| -5% | -$34.5K | 0.22% | 113 |
|
|
2013
Q4 | $738K | Sell |
31,058
-164
| -0.5% | -$3.96K | 0.24% | 105 |
|
|
2013
Q3 | $758K | Buy |
31,222
+4,056
| +15% | +$102K | 0.26% | 88 |
|
|
2013
Q2 | $735K | Buy |
+27,166
| New | +$778K | 0.25% | 89 |
|
Other funds holding IGR
FHA
AIA
RAM
SA
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 3,390 shares — an estimated $52.3K sold.
B. Riley Wealth Advisors first reported a position in IGR in Q2 2013 and held it in 32 quarters. The position peaked at $8.53M in Q4 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 3,390 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 32 quarters.
- B. Riley Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $8.53M in Q4 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.