CWM
IGR

Centurion Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Centurion Wealth Management’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
Q4 		– Sell
-10,295
Closed -$52.9K – 323
2025
Q3 		$52.9K Hold
10,295
– – 0.01% 309
2025
Q2 		$54.5K Hold
10,295
– – 0.02% 234
2025
Q1 		$49.5K Hold
10,295
– – 0.02% 214
2024
Q4 		$49.5K Buy
+10,295
New +$58.6K 0.02% 214

Other funds holding IGR

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Centurion Wealth Management's IGR Position: Q4 2025 in Review

Centurion Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 10,295 shares — an estimated $52.9K sold.

Centurion Wealth Management first reported a position in IGR in Q4 2024 and held it in 4 quarters. The position peaked at $54.5K in Q2 2025. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

  • Centurion Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Centurion Wealth Management sold 10,295 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $52.9K.
  • Centurion Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and held it in 4 quarters.
  • Centurion Wealth Management's CBRE Global Real Estate Income Fund position peaked at $54.5K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Centurion Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.