Hazlett, Burt & Watson’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Hazlett, Burt & Watson’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	$4K	Hold	333	–	–	﹤0.01%	801
2026 Q2	$5K	Hold	333	–	–	﹤0.01%	772
2026 Q1	$4K	Hold	333	–	–	﹤0.01%	802
2025 Q4	$4K	Hold	333	–	–	﹤0.01%	809
2025 Q3	$5K	Hold	333	–	–	﹤0.01%	734
2025 Q2	$5K	Hold	333	–	–	﹤0.01%	669
2025 Q1	$5K	Hold	333	–	–	﹤0.01%	653
2024 Q4	$5K	Hold	333	–	–	﹤0.01%	619
2024 Q3	$7K	Hold	333	–	–	﹤0.01%	559
2024 Q2	$5K	Hold	333	–	–	﹤0.01%	590
2024 Q1	$5K	Hold	333	–	–	﹤0.01%	585
2023 Q4	$5K	Hold	333	–	–	﹤0.01%	557
2023 Q3	$5K	Hold	333	–	–	﹤0.01%	564
2023 Q2	$5K	Hold	333	–	–	﹤0.01%	557
2023 Q1	$5K	Hold	333	–	–	﹤0.01%	521
2022 Q4	$6K	Hold	333	–	–	0.01%	505
2022 Q3	$6K	Hold	333	–	–	0.01%	497
2022 Q2	$7K	Hold	333	–	–	0.01%	482
2022 Q1	$9K	Buy	+333	New	+$8.64K	0.01%	480

Other funds holding IGR

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return

Rayburn West Financial Services Nashville, Tennessee $193M AUM 15.47% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Hazlett, Burt & Watson's IGR Position: Q3 2026 in Review

Hazlett, Burt & Watson held its CBRE Global Real Estate Income Fund (IGR) position steady in Q3 2026 at 333 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Hazlett, Burt & Watson first reported a position in IGR in Q1 2022 and has held it in 19 quarters since. The position peaked at $9K in Q1 2022. 38 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

Hazlett, Burt & Watson held 333 shares of CBRE Global Real Estate Income Fund worth $4K as of Q3 2026.
Hazlett, Burt & Watson left its CBRE Global Real Estate Income Fund share count unchanged in Q3 2026.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #801 holding.
Hazlett, Burt & Watson first reported a position in CBRE Global Real Estate Income Fund in Q1 2022 and has held it in 19 quarters since.
Hazlett, Burt & Watson's CBRE Global Real Estate Income Fund position peaked at $9K in Q1 2022.
38 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.