Fidelity Investments’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Fidelity Investments’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 Q1	–	Hold	0	–	-$5	–	5502
2024 Q4	–	Hold	0	–	–	–	5481
2024 Q3	–	Sell	-1	Closed	-$10	–	5610
2024 Q2	$10	Buy	+1	New	+$15	﹤0.01%	5285
2022 Q2	–	Sell	-50	Closed	-$1K	–	5207
2022 Q1	$1K	Buy	+50	New	+$1.3K	﹤0.01%	4804
2021 Q4	–	Hold	0	–	–	–	4647
2021 Q3	–	Sell	-1	Closed	-$27	–	4678
2021 Q2	$0	Buy	+1	New	+$25	﹤0.01%	4557
2021 Q1	–	Hold	0	–	–	–	4263
2020 Q4	–	Hold	0	–	–	–	4067
2020 Q3	–	Hold	0	–	–	–	3839
2020 Q2	–	Hold	0	–	–	–	3880
2020 Q1	–	Hold	0	–	–	–	3936
2019 Q3	–	Sell	-1	Closed	–	–	3996
2019 Q2	$0	Hold	1	–	–	﹤0.01%	3953
2019 Q1	$0	Hold	1	–	–	﹤0.01%	3891
2018 Q4	$0	Buy	+1	New	+$20	﹤0.01%	3817
2018 Q3	–	Hold	0	–	–	–	3659

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

Fidelity Investments's IGR Position: Q1 2025 in Review

Fidelity Investments held its CBRE Global Real Estate Income Fund (IGR) position steady in Q1 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5502.

Fidelity Investments first reported a position in IGR in Q4 2018 and has held it in 6 quarters since. The position peaked at $1K in Q1 2022. 118 funds tracked by Wall St. Rank hold IGR as of Q1 2025.

Fidelity Investments held 0 shares of CBRE Global Real Estate Income Fund worth $0 as of Q1 2025.
Fidelity Investments left its CBRE Global Real Estate Income Fund share count unchanged in Q1 2025.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2025, its #5502 holding.
Fidelity Investments first reported a position in CBRE Global Real Estate Income Fund in Q4 2018 and has held it in 6 quarters since.
Fidelity Investments's CBRE Global Real Estate Income Fund position peaked at $1K in Q1 2022.
118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.