Caldwell Sutter Capital’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Caldwell Sutter Capital’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 Q1	–	Sell	-479	Closed	-$6.91K	–	900
2024 Q4	$6.91K	Hold	479	–	–	﹤0.01%	599
2024 Q3	$9.44K	Hold	479	–	–	﹤0.01%	562
2024 Q2	$7.24K	Hold	479	–	–	﹤0.01%	592
2024 Q1	$7.73K	Hold	479	–	–	﹤0.01%	575
2023 Q4	$7.8K	Hold	479	–	–	﹤0.01%	570
2023 Q3	$6.46K	Hold	479	–	–	﹤0.01%	571
2023 Q2	$7.51K	Buy	+479	New	+$7.58K	﹤0.01%	560

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

Caldwell Sutter Capital's IGR Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2025, closing a stake of 479 shares — an estimated $6.91K sold.

Caldwell Sutter Capital first reported a position in IGR in Q2 2023 and held it in 7 quarters. The position peaked at $9.44K in Q3 2024. 118 funds tracked by Wall St. Rank hold IGR as of Q1 2025.

Caldwell Sutter Capital reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 479 CBRE Global Real Estate Income Fund shares in Q1 2025, an estimated $6.91K.
Caldwell Sutter Capital first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and held it in 7 quarters.
Caldwell Sutter Capital's CBRE Global Real Estate Income Fund position peaked at $9.44K in Q3 2024.
118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.