Fifth Third Wealth Advisors
IGR

Fifth Third Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Fifth Third Wealth 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
Q3 		– Sell
-3,597
Closed -$49.7K – 1112
2026
Q2 		$49.7K Hold
3,597
– – ﹤0.01% 986
2026
Q1 		$47.4K Hold
3,597
– – ﹤0.01% 809
2025
Q4 		$47.3K Buy
+3,597
New +$50.8K ﹤0.01% 784

Other funds holding IGR

Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Accredited Investor Services
Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Fifth Third Wealth Advisors's IGR Position: Q3 2026 in Review

Fifth Third Wealth Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2026, closing a stake of 3,597 shares — an estimated $49.7K sold.

Fifth Third Wealth Advisors first reported a position in IGR in Q4 2025 and held it in 3 quarters. The position peaked at $49.7K in Q2 2026. 13 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • Fifth Third Wealth Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2026 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 3,597 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $49.7K.
  • Fifth Third Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2025 and held it in 3 quarters.
  • Fifth Third Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $49.7K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.