Balboa Wealth Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Balboa Wealth Partners’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	-4,206	Closed	-$64.9K	–	441
2025 Q3	$64.9K	Buy	+4,206	New	+$63.7K	0.01%	360
2023 Q3	–	Sell	-4,157	Closed	-$65.2K	–	297
2023 Q2	$65.2K	Buy	+4,157	New	+$65.7K	0.02%	240
2023 Q1	–	Sell	-7,190	Closed	-$124K	–	310
2022 Q4	$124K	Hold	7,190	–	–	0.06%	218
2022 Q3	$124K	Buy	+7,190	New	+$158K	0.05%	195

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Balboa Wealth Partners's IGR Position: Q4 2025 in Review

Balboa Wealth Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 4,206 shares — an estimated $64.9K sold.

Balboa Wealth Partners first reported a position in IGR in Q3 2022 and held it in 4 quarters. The position peaked at $124K in Q3 2022. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

Balboa Wealth Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
Balboa Wealth Partners sold 4,206 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $64.9K.
Balboa Wealth Partners first reported a position in CBRE Global Real Estate Income Fund in Q3 2022 and held it in 4 quarters.
Balboa Wealth Partners's CBRE Global Real Estate Income Fund position peaked at $124K in Q3 2022.
132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Balboa Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.