Clear Creek Financial Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Clear Creek Financial 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 Q2	–	Sell	-4,333	Closed	-$67.1K	–	562
2025 Q1	$67.1K	Hold	4,333	–	–	0.01%	516
2024 Q4	$62.5K	Sell	4,333 -10,167	-70%	-$174K	0.01%	465
2024 Q3	$286K	Sell	14,500 -1,833	-11%	-$32.5K	0.03%	356
2024 Q2	$247K	Hold	16,333	–	–	0.03%	373
2024 Q1	$264K	Hold	16,333	–	–	0.03%	352
2023 Q4	$266K	Sell	16,333 -1,367	-8%	-$18.8K	0.04%	276
2023 Q3	$239K	Hold	17,700	–	–	0.04%	263
2023 Q2	$278K	Hold	17,700	–	–	0.05%	257
2023 Q1	$282K	Sell	17,700 -300	-2%	-$5.61K	0.05%	231
2022 Q4	$309K	Buy	+18,000	New	+$318K	0.07%	206

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

Clear Creek Financial Management's IGR Position: Q2 2025 in Review

Clear Creek Financial Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2025, closing a stake of 4,333 shares — an estimated $67.1K sold.

Clear Creek Financial Management first reported a position in IGR in Q4 2022 and held it in 10 quarters. The position peaked at $309K in Q4 2022. 117 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

Clear Creek Financial Management reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 4,333 CBRE Global Real Estate Income Fund shares in Q2 2025, an estimated $67.1K.
Clear Creek Financial Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2022 and held it in 10 quarters.
Clear Creek Financial Management's CBRE Global Real Estate Income Fund position peaked at $309K in Q4 2022.
117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.