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
-4,327
Closed -$68.7K – 738
2025
Q2 		$68.7K Sell
4,327
-348
-7% -$5.22K ﹤0.01% 695
2025
Q1 		$72.4K Sell
4,675
-206
-4% -$3.19K ﹤0.01% 675
2024
Q4 		$70.4K Sell
4,881
-532
-10% -$9.08K ﹤0.01% 652
2024
Q3 		$107K Sell
5,413
-295
-5% -$5.23K ﹤0.01% 644
2024
Q2 		$86.3K Buy
5,708
+137
+2% +$2.07K ﹤0.01% 622
2024
Q1 		$89.9K Hold
5,571
– – ﹤0.01% 613
2023
Q4 		$90.8K Hold
5,571
– – ﹤0.01% 601
2023
Q3 		$75.2K Hold
5,571
– – ﹤0.01% 587
2023
Q2 		$87.4K Sell
5,571
-337
-6% -$5.33K ﹤0.01% 538
2023
Q1 		$94.1K Sell
5,908
-160
-3% -$2.99K ﹤0.01% 556
2022
Q4 		$104K Sell
6,068
-316
-5% -$5.58K ﹤0.01% 567
2022
Q3 		$111K Hold
6,384
– – ﹤0.01% 531
2022
Q2 		$139K Buy
6,384
+1,550
+32% +$37.3K ﹤0.01% 544
2022
Q1 		$131K Sell
4,834
-179
-4% -$4.64K ﹤0.01% 571
2021
Q4 		$147K Hold
5,013
– – ﹤0.01% 578
2021
Q3 		$126K Sell
5,013
-234
-4% -$6.3K ﹤0.01% 566
2021
Q2 		$139K Hold
5,247
– – ﹤0.01% 551
2021
Q1 		$123K Hold
5,247
– – ﹤0.01% 537
2020
Q4 		$108K Sell
5,247
-333
-6% -$6.34K ﹤0.01% 518
2020
Q3 		$100K Sell
5,580
-264
-5% -$4.81K ﹤0.01% 502
2020
Q2 		$105K Hold
5,844
– – 0.01% 484
2020
Q1 		$92K Buy
5,844
+115
+2% +$2.52K 0.01% 454
2019
Q4 		$138K Hold
5,729
– – 0.01% 496
2019
Q3 		$136K Hold
5,729
– – 0.01% 493
2019
Q2 		$129K Buy
5,729
+333
+6% +$7.42K 0.01% 488
2019
Q1 		$121K Hold
5,396
– – 0.01% 481
2018
Q4 		$100K Hold
5,396
– – 0.01% 468
2018
Q3 		$118K Hold
5,396
– – 0.01% 481
2018
Q2 		$122K Hold
5,396
– – 0.01% 481
2018
Q1 		$118K Hold
5,396
– – 0.01% 473
2017
Q4 		$128K Sell
5,396
-242
-4% -$5.68K 0.01% 473
2017
Q3 		$134K Sell
5,638
-62
-1% -$1.45K 0.01% 453
2017
Q2 		$132K Sell
5,700
-61
-1% -$1.4K 0.01% 454
2017
Q1 		$129K Hold
5,761
– – 0.01% 447
2016
Q4 		$126K Sell
5,761
-179
-3% -$4.03K 0.01% 440
2016
Q3 		$150K Sell
5,940
-137
-2% -$3.46K 0.01% 425
2016
Q2 		$150K Sell
6,077
-140
-2% -$3.31K 0.01% 413
2016
Q1 		$146K Sell
6,217
-100
-2% -$2.17K 0.01% 404
2015
Q4 		$145K Sell
6,317
-326
-5% -$7.5K 0.01% 409
2015
Q3 		$147K Sell
6,643
-88
-1% -$2.06K 0.02% 363
2015
Q2 		$161K Sell
6,731
-385
-5% -$9.88K 0.02% 382
2015
Q1 		$191K Sell
7,116
-385
-5% -$10.5K 0.02% 377
2014
Q4 		$202K Sell
7,501
-412
-5% -$10.8K 0.02% 363
2014
Q3 		$199K Sell
7,913
-916
-10% -$24.5K 0.02% 357
2014
Q2 		$241K Sell
8,829
-768
-8% -$20.1K 0.03% 325
2014
Q1 		$240K Sell
9,597
-479
-5% -$11.8K 0.03% 335
2013
Q4 		$239K Buy
+10,076
New +$244K 0.03% 329

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 4,327 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 4,327 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.