CIA
IGR

Capital Investment Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Capital Investment 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
Q3 		– Sell
-12,982
Closed -$68.7K – 738
2025
Q2 		$68.7K Sell
12,982
-1,043
-7% -$5.21K ﹤0.01% 695
2025
Q1 		$72.4K Sell
14,025
-618
-4% -$3.19K ﹤0.01% 675
2024
Q4 		$70.4K Sell
14,643
-1,596
-10% -$9.08K ﹤0.01% 652
2024
Q3 		$107K Sell
16,239
-884
-5% -$5.22K ﹤0.01% 644
2024
Q2 		$86.3K Buy
17,123
+410
+2% +$2.06K ﹤0.01% 622
2024
Q1 		$89.9K Hold
16,713
– – ﹤0.01% 613
2023
Q4 		$90.8K Hold
16,713
– – ﹤0.01% 601
2023
Q3 		$75.2K Hold
16,713
– – ﹤0.01% 587
2023
Q2 		$87.4K Sell
16,713
-1,010
-6% -$5.32K ﹤0.01% 538
2023
Q1 		$94.1K Sell
17,723
-482
-3% -$3K ﹤0.01% 556
2022
Q4 		$104K Sell
18,205
-948
-5% -$5.58K ﹤0.01% 567
2022
Q3 		$111K Hold
19,153
– – ﹤0.01% 531
2022
Q2 		$139K Buy
19,153
+4,650
+32% +$37.3K ﹤0.01% 544
2022
Q1 		$131K Sell
14,503
-536
-4% -$4.63K ﹤0.01% 571
2021
Q4 		$147K Hold
15,039
– – ﹤0.01% 578
2021
Q3 		$126K Sell
15,039
-701
-4% -$6.29K ﹤0.01% 566
2021
Q2 		$139K Hold
15,740
– – ﹤0.01% 551
2021
Q1 		$123K Hold
15,740
– – ﹤0.01% 537
2020
Q4 		$108K Sell
15,740
-1,000
-6% -$6.35K ﹤0.01% 518
2020
Q3 		$100K Sell
16,740
-792
-5% -$4.81K ﹤0.01% 502
2020
Q2 		$105K Hold
17,532
– – 0.01% 484
2020
Q1 		$92K Buy
17,532
+345
+2% +$2.52K 0.01% 454
2019
Q4 		$138K Hold
17,187
– – 0.01% 496
2019
Q3 		$136K Hold
17,187
– – 0.01% 493
2019
Q2 		$129K Buy
17,187
+1,000
+6% +$7.42K 0.01% 488
2019
Q1 		$121K Hold
16,187
– – 0.01% 481
2018
Q4 		$100K Hold
16,187
– – 0.01% 468
2018
Q3 		$118K Hold
16,187
– – 0.01% 481
2018
Q2 		$122K Hold
16,187
– – 0.01% 481
2018
Q1 		$118K Hold
16,187
– – 0.01% 473
2017
Q4 		$128K Sell
16,187
-726
-4% -$5.68K 0.01% 473
2017
Q3 		$134K Sell
16,913
-186
-1% -$1.45K 0.01% 453
2017
Q2 		$132K Sell
17,099
-185
-1% -$1.41K 0.01% 454
2017
Q1 		$129K Hold
17,284
– – 0.01% 447
2016
Q4 		$126K Sell
17,284
-536
-3% -$4.02K 0.01% 440
2016
Q3 		$150K Sell
17,820
-412
-2% -$3.46K 0.01% 425
2016
Q2 		$150K Sell
18,232
-420
-2% -$3.31K 0.01% 413
2016
Q1 		$146K Sell
18,652
-300
-2% -$2.17K 0.01% 404
2015
Q4 		$145K Sell
18,952
-977
-5% -$7.49K 0.01% 409
2015
Q3 		$147K Sell
19,929
-264
-1% -$2.06K 0.02% 363
2015
Q2 		$161K Sell
20,193
-1,155
-5% -$9.88K 0.02% 382
2015
Q1 		$191K Sell
21,348
-1,155
-5% -$10.5K 0.02% 377
2014
Q4 		$202K Sell
22,503
-1,237
-5% -$10.8K 0.02% 363
2014
Q3 		$199K Sell
23,740
-2,747
-10% -$24.5K 0.02% 357
2014
Q2 		$241K Sell
26,487
-2,304
-8% -$20.1K 0.03% 325
2014
Q1 		$240K Sell
28,791
-1,438
-5% -$11.8K 0.03% 335
2013
Q4 		$239K Buy
+30,229
New +$244K 0.03% 329

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisors's IGR Position: Q3 2025 in Review

Capital Investment Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2025, closing a stake of 12,982 shares — an estimated $68.7K sold.

Capital Investment Advisors first reported a position in IGR in Q4 2013 and held it in 47 quarters. The position peaked at $241K in Q2 2014. 116 funds tracked by Wall St. Rank hold IGR as of Q3 2025.

  • Capital Investment Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 12,982 CBRE Global Real Estate Income Fund shares in Q3 2025, an estimated $68.7K.
  • Capital Investment Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2013 and held it in 47 quarters.
  • Capital Investment Advisors's CBRE Global Real Estate Income Fund position peaked at $241K in Q2 2014.
  • 116 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2025.

Based on Capital Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.