JSAM
IGR

J. Safra Asset Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

J. Safra Asset Management’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
Q4 		– Sell
-2,000
Closed -$10.3K – 642
2025
Q3 		$10.3K Buy
+2,000
New +$10.1K ﹤0.01% 263

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

J. Safra Asset Management's IGR Position: Q4 2025 in Review

J. Safra Asset Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 2,000 shares — an estimated $10.3K sold.

J. Safra Asset Management first reported a position in IGR in Q3 2025 and held it in 1 quarter. The position peaked at $10.3K in Q3 2025. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

  • J. Safra Asset Management reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 2,000 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $10.3K.
  • J. Safra Asset Management first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and held it in 1 quarter.
  • J. Safra Asset Management's CBRE Global Real Estate Income Fund position peaked at $10.3K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.