Great Valley Advisor Group
IGR icon

Great Valley Advisor Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Great Valley Advisor 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
Q3 		– Sell
-4,358
Closed -$60.3K – 1106
2026
Q2 		$60.3K Hold
4,358
– – ﹤0.01% 1026
2026
Q1 		$57.4K Buy
4,358
+107
+3% +$1.51K ﹤0.01% 986
2025
Q4 		$55.9K Buy
4,251
+235
+6% +$3.32K ﹤0.01% 930
2025
Q3 		$61.9K Buy
+4,016
New +$60.8K ﹤0.01% 912

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Flagship Harbor Advisors
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $528M AUM 17.47% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Great Valley Advisor Group's IGR Position: Q3 2026 in Review

Great Valley Advisor Group sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2026, closing a stake of 4,358 shares — an estimated $60.3K sold.

Great Valley Advisor Group first reported a position in IGR in Q3 2025 and held it in 4 quarters. The position peaked at $61.9K in Q3 2025. 71 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • Great Valley Advisor Group reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,358 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $60.3K.
  • Great Valley Advisor Group first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and held it in 4 quarters.
  • Great Valley Advisor Group's CBRE Global Real Estate Income Fund position peaked at $61.9K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.