Centaurus Financial
IGR

Centaurus Financial’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Centaurus Financial’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
-80,374
Closed -$1.24M – 979
2025
Q1 		$1.24M Buy
80,374
+17,190
+27% +$267K 0.08% 236
2024
Q4 		$912K Buy
63,184
+5,923
+10% +$101K 0.06% 289
2024
Q3 		$1.13M Buy
+57,261
New +$1.01M 0.07% 243
2024
Q1 		– Sell
-4,148
Closed -$68K – 809
2023
Q4 		$68K Sell
4,148
-3,353
-45% -$46.1K 0.01% 770
2023
Q3 		$101K Sell
7,501
-8,106
-52% -$126K 0.01% 723
2023
Q2 		$245K Sell
15,607
-68,756
-82% -$1.09M 0.02% 511
2023
Q1 		$1.34M Buy
84,363
+5,301
+7% +$99.1K 0.11% 214
2022
Q4 		$1.36M Sell
79,062
-7,256
-8% -$128K 0.13% 190
2022
Q3 		$1.49M Buy
86,318
+4,130
+5% +$90.6K 0.15% 173
2022
Q2 		$1.79M Sell
82,188
-107
-0.1% -$2.57K 0.18% 151
2022
Q1 		$2.23M Buy
82,295
+4,638
+6% +$120K 0.18% 152
2021
Q4 		$2.28M Sell
77,657
-1,231
-2% -$33.7K 0.17% 153
2021
Q3 		$1.98M Buy
78,888
+14,291
+22% +$385K 0.17% 156
2021
Q2 		$1.71M Sell
64,597
-1,894
-3% -$47.8K 0.14% 174
2021
Q1 		$1.56M Sell
66,491
-31,547
-32% -$684K 0.15% 164
2020
Q4 		$2.02M Sell
98,038
-18,431
-16% -$351K 0.21% 108
2020
Q3 		$2.09M Buy
116,469
+6,905
+6% +$126K 0.29% 83
2020
Q2 		$1.96M Buy
109,564
+28,747
+36% +$493K 0.29% 87
2020
Q1 		$1.27M Buy
80,817
+13,966
+21% +$305K 0.25% 106
2019
Q4 		$1.61M Buy
66,851
+4,889
+8% +$116K 0.23% 107
2019
Q3 		$1.47M Buy
61,962
+7,929
+15% +$182K 0.23% 108
2019
Q2 		$1.21M Buy
54,033
+5,128
+10% +$114K 0.19% 123
2019
Q1 		$1.1M Buy
+48,905
New +$1.03M 0.19% 132
2018
Q3 		– Sell
-2,548
Closed -$58K – 1247
2018
Q2 		$58K Buy
+2,548
New +$56.7K 0.01% 887

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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Centaurus Financial's IGR Position: Q2 2025 in Review

Centaurus Financial sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2025, closing a stake of 80,374 shares — an estimated $1.24M sold.

Centaurus Financial first reported a position in IGR in Q2 2018 and held it in 24 quarters. The position peaked at $2.28M in Q4 2021. 118 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

  • Centaurus Financial reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Centaurus Financial sold 80,374 CBRE Global Real Estate Income Fund shares in Q2 2025, an estimated $1.24M.
  • Centaurus Financial first reported a position in CBRE Global Real Estate Income Fund in Q2 2018 and held it in 24 quarters.
  • Centaurus Financial's CBRE Global Real Estate Income Fund position peaked at $2.28M in Q4 2021.
  • 118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on Centaurus Financial's 13F filing for Q2 2025, filed 29 Aug 2025.