HFA
IGR

Highland Financial Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Highland Financial 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
Q3 		– Sell
-11,600
Closed -$61.4K – 60
2025
Q2 		$61.4K Buy
+11,600
New +$58K 0.02% 54

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Highland Financial Advisors's IGR Position: Q3 2025 in Review

Highland Financial Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2025, closing a stake of 11,600 shares — an estimated $61.4K sold.

Highland Financial Advisors first reported a position in IGR in Q2 2025 and held it in 1 quarter. The position peaked at $61.4K in Q2 2025. 116 funds tracked by Wall St. Rank hold IGR as of Q3 2025.

  • Highland Financial Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Highland Financial Advisors sold 11,600 CBRE Global Real Estate Income Fund shares in Q3 2025, an estimated $61.4K.
  • Highland Financial Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2025 and held it in 1 quarter.
  • Highland Financial Advisors's CBRE Global Real Estate Income Fund position peaked at $61.4K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2025.

Based on Highland Financial Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.