GLA
IGR

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

Good Life 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
2025
Q2 		$75K Sell
4,727
-20
-0.4% -$300 ﹤0.01% 494
2025
Q1 		$73.5K Hold
4,747
– – 0.01% 488
2024
Q4 		$68.5K Sell
4,747
-4,748
-50% -$81K 0.01% 482
2024
Q3 		$187K Buy
9,495
+4,748
+100% +$84.1K 0.01% 545
2024
Q2 		$71.8K Hold
4,747
– – 0.01% 454
2024
Q1 		$76.6K Hold
4,747
– – 0.01% 453
2023
Q4 		$77.3K Hold
4,747
– – 0.01% 430
2023
Q3 		$64.1K Hold
4,747
– – 0.01% 407
2023
Q2 		$74.5K Hold
4,747
– – 0.01% 406
2023
Q1 		$75.6K Hold
4,747
– – 0.01% 388
2022
Q4 		$81.6K Hold
4,747
– – 0.01% 354
2022
Q3 		$82K Hold
4,747
– – 0.01% 338
2022
Q2 		$103K Hold
4,747
– – 0.01% 346
2022
Q1 		$129K Hold
4,747
– – 0.02% 380
2021
Q4 		$139K Hold
4,747
– – 0.02% 383
2021
Q3 		$119K Hold
4,747
– – 0.02% 363
2021
Q2 		$125K Hold
4,747
– – 0.02% 311
2021
Q1 		$111K Hold
4,747
– – 0.02% 309
2020
Q4 		$97K Hold
4,747
– – 0.02% 268
2020
Q3 		$85K Hold
4,747
– – 0.02% 244
2020
Q2 		$84K Hold
4,747
– – 0.03% 243
2020
Q1 		$75K Sell
4,747
-396
-8% -$8.66K 0.03% 211
2019
Q4 		$124K Buy
5,143
+8
+0.2% +$190 0.04% 256
2019
Q3 		$123K Buy
5,135
+9
+0.2% +$206 0.04% 252
2019
Q2 		$115K Buy
5,126
+8
+0.2% +$178 0.03% 249
2019
Q1 		$114K Buy
5,118
+414
+9% +$8.7K 0.03% 236
2018
Q4 		$87K Sell
4,704
-1,493
-24% -$30.1K 0.03% 232
2018
Q3 		$135K Buy
6,197
+8
+0.1% +$180 0.04% 246
2018
Q2 		$140K Buy
6,189
+7
+0.1% +$156 0.04% 227
2018
Q1 		$134K Sell
6,182
-250
-4% -$5.64K 0.05% 210
2017
Q4 		$154K Buy
6,432
+6
+0.1% +$141 0.05% 227
2017
Q3 		$154K Buy
6,426
+7
+0.1% +$163 0.06% 207
2017
Q2 		$146K Buy
6,419
+7
+0.1% +$160 0.06% 199
2017
Q1 		$144K Buy
6,412
+7
+0.1% +$157 0.07% 190
2016
Q4 		$144K Buy
+6,405
New +$144K 0.08% 155

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Good Life Advisors's IGR Position: Q2 2025 in Review

Good Life Advisors reduced its CBRE Global Real Estate Income Fund (IGR) stake by 0.42% in Q2 2025, selling an estimated $300 and leaving 4,727 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Good Life Advisors first reported a position in IGR in Q4 2016 and has held it in 35 quarters since. The position peaked at $187K in Q3 2024. 117 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

  • Good Life Advisors held 4,727 shares of CBRE Global Real Estate Income Fund worth $75K as of Q2 2025.
  • Good Life Advisors sold 20 CBRE Global Real Estate Income Fund shares in Q2 2025, an estimated $300.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Good Life Advisors's portfolio in Q2 2025, its #494 holding.
  • Good Life Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2016 and has held it in 35 quarters since.
  • Good Life Advisors's CBRE Global Real Estate Income Fund position peaked at $187K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.