IC
IGR

IEQ Capital’s CBRE Global Real Estate Income Fund IGR Stock Holding History

IEQ Capital’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
-6,714
Closed -$107K – 1960
2025
Q2 		$107K Sell
6,714
-433
-6% -$6.49K ﹤0.01% 1708
2025
Q1 		$111K Buy
+7,147
New +$111K ﹤0.01% 1463
2024
Q1 		– Sell
-8,026
Closed -$131K – 989
2023
Q4 		$131K Sell
8,026
-9,272
-54% -$127K ﹤0.01% 872
2023
Q3 		$234K Buy
17,298
+6,310
+57% +$98.2K ﹤0.01% 796
2023
Q2 		$172K Buy
+10,988
New +$174K ﹤0.01% 814

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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 $672B AUM 33.48% 1-Year Est. Return

IEQ Capital's IGR Position: Q3 2025 in Review

IEQ Capital sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2025, closing a stake of 6,714 shares — an estimated $107K sold.

IEQ Capital first reported a position in IGR in Q2 2023 and held it in 5 quarters. The position peaked at $234K in Q3 2023. 116 funds tracked by Wall St. Rank hold IGR as of Q3 2025.

  • IEQ Capital reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 6,714 CBRE Global Real Estate Income Fund shares in Q3 2025, an estimated $107K.
  • IEQ Capital first reported a position in CBRE Global Real Estate Income Fund in Q2 2023 and held it in 5 quarters.
  • IEQ Capital's CBRE Global Real Estate Income Fund position peaked at $234K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.