FG
IGR

Fiduciary Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Fiduciary Group’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 		$70K Hold
15,953
– – 0.01% 295
2025
Q4 		$69.9K Hold
15,953
– – 0.01% 295
2025
Q3 		$82K Hold
15,953
– – 0.01% 288
2025
Q2 		$84.4K Buy
15,953
+973
+6% +$4.86K 0.01% 284
2025
Q1 		$77.3K Hold
14,980
– – 0.01% 271
2024
Q4 		$72.1K Hold
14,980
– – 0.01% 268
2024
Q3 		$98.4K Hold
14,980
– – 0.01% 272
2024
Q2 		$75.5K Buy
14,980
+2,800
+23% +$14.1K 0.01% 271
2024
Q1 		$65.5K Hold
12,180
– – 0.01% 269
2023
Q4 		$66.1K Hold
12,180
– – 0.01% 257
2023
Q3 		$54.8K Hold
12,180
– – 0.01% 237
2023
Q2 		$63.7K Buy
12,180
+2,030
+20% +$10.7K 0.01% 238
2023
Q1 		$53.9K Hold
10,150
– – 0.01% 235
2022
Q4 		$58.2K Hold
10,150
– – 0.01% 228
2022
Q3 		$64K Buy
+10,150
New +$74.2K 0.01% 234

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