Bank of New York Mellon
IGR

Bank of New York Mellon’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Bank of New York Mellon’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
Q2 		– Sell
-16,403
Closed -$84.6K – 4199
2025
Q1 		$84.6K Buy
16,403
+1
+0% +$5 ﹤0.01% 4015
2024
Q4 		$78.9K Sell
16,402
-179
-1% -$1.02K ﹤0.01% 4053
2024
Q3 		$109K Buy
+16,581
New +$98K ﹤0.01% 4002

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon's IGR Position: Q2 2025 in Review

Bank of New York Mellon sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2025, closing a stake of 16,403 shares — an estimated $84.6K sold.

Bank of New York Mellon first reported a position in IGR in Q3 2024 and held it in 3 quarters. The position peaked at $109K in Q3 2024. 117 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

  • Bank of New York Mellon reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 16,403 CBRE Global Real Estate Income Fund shares in Q2 2025, an estimated $84.6K.
  • Bank of New York Mellon first reported a position in CBRE Global Real Estate Income Fund in Q3 2024 and held it in 3 quarters.
  • Bank of New York Mellon's CBRE Global Real Estate Income Fund position peaked at $109K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on Bank of New York Mellon's 13F filing for Q2 2025, filed 5 Aug 2025.