CA
IGR

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

CoreCap 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
2026
Q1 		– Sell
-2,153
Closed -$9.43K – 3005
2025
Q4 		$9.43K Hold
2,153
– – ﹤0.01% 1986
2025
Q3 		$11.1K Hold
2,153
– – ﹤0.01% 1896
2025
Q2 		$11.4K Hold
2,153
– – ﹤0.01% 1817
2025
Q1 		$11.1K Hold
2,153
– – ﹤0.01% 1776
2024
Q4 		$10.4K Sell
2,153
-2,600
-55% -$14.8K ﹤0.01% 1763
2024
Q3 		$31.2K Buy
4,753
+2,600
+121% +$15.4K ﹤0.01% 1379
2024
Q2 		$10.9K Hold
2,153
– – ﹤0.01% 1044
2024
Q1 		$11.6K Buy
+2,153
New +$11.3K ﹤0.01% 1699
2022
Q4 		$12.3K Buy
+2,153
New +$12.7K ﹤0.01% 1472
2022
Q3 		– Sell
-4,093
Closed -$30K – 1249
2022
Q2 		$30K Buy
+4,093
New +$32.8K ﹤0.01% 1107
2022
Q1 		– Sell
-2,875
Closed -$28K – 1253
2021
Q4 		$28K Buy
+2,875
New +$26.2K ﹤0.01% 1203

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return