HF
IGR

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

HRT Financial’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 		– Sell
-25,582
Closed -$132K – 3066
2025
Q1 		$132K Sell
25,582
-27,915
-52% -$144K ﹤0.01% 2114
2024
Q4 		$257K Buy
53,497
+39,984
+296% +$227K ﹤0.01% 1800
2024
Q3 		$88K Buy
+13,513
New +$79.8K ﹤0.01% 2063

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $18.5B AUM 23.32% 1-Year Est. Return

HRT Financial's IGR Position: Q2 2025 in Review

HRT Financial sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2025, closing a stake of 25,582 shares — an estimated $132K sold.

HRT Financial first reported a position in IGR in Q3 2024 and held it in 3 quarters. The position peaked at $257K in Q4 2024. 117 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

  • HRT Financial reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 25,582 CBRE Global Real Estate Income Fund shares in Q2 2025, an estimated $132K.
  • HRT Financial first reported a position in CBRE Global Real Estate Income Fund in Q3 2024 and held it in 3 quarters.
  • HRT Financial's CBRE Global Real Estate Income Fund position peaked at $257K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.