Janney Montgomery Scott
IGR

Janney Montgomery Scott’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Janney Montgomery Scott’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
Q1 		$220K Sell
50,158
-2,643
-5% -$12.4K ﹤0.01% 2578
2025
Q4 		$231K Sell
52,801
-1,355
-3% -$6.38K ﹤0.01% 2725
2025
Q3 		$278K Buy
54,156
+883
+2% +$4.46K ﹤0.01% 2540
2025
Q2 		$282K Buy
53,273
+321
+0.6% +$1.6K ﹤0.01% 2370
2025
Q1 		$273K Buy
52,952
+2,084
+4% +$10.8K ﹤0.01% 2359
2024
Q4 		$245K Buy
50,868
+5,953
+13% +$33.9K ﹤0.01% 2441
2024
Q3 		$295K Buy
44,915
+2,342
+6% +$13.8K ﹤0.01% 2295
2024
Q2 		$215K Sell
42,573
-5,358
-11% -$27K ﹤0.01% 2413
2024
Q1 		$258K Sell
47,931
-4,279
-8% -$22.4K ﹤0.01% 2427
2023
Q4 		$284K Sell
52,210
-14,304
-22% -$65.5K ﹤0.01% 2251
2023
Q3 		$299K Sell
66,514
-844
-1% -$4.38K ﹤0.01% 2136
2023
Q2 		$352K Sell
67,358
-478
-0.7% -$2.52K ﹤0.01% 2130
2023
Q1 		$360K Sell
67,836
-7,086
-9% -$44.2K ﹤0.01% 1940
2022
Q4 		$429K Sell
74,922
-1,076
-1% -$6.34K ﹤0.01% 1872
2022
Q3 		$439K Sell
75,998
-3,168
-4% -$23.2K ﹤0.01% 1780
2022
Q2 		$572K Buy
79,166
+1,068
+1% +$8.56K ﹤0.01% 1541
2022
Q1 		$706K Buy
78,098
+790
+1% +$6.83K ﹤0.01% 1439
2021
Q4 		$757K Sell
77,308
-1,485
-2% -$13.5K ﹤0.01% 1493
2021
Q3 		$659K Buy
78,793
+2,435
+3% +$21.9K ﹤0.01% 1495
2021
Q2 		$673K Buy
76,358
+7,714
+11% +$64.8K ﹤0.01% 1468
2021
Q1 		$536K Sell
68,644
-1,746
-2% -$12.6K ﹤0.01% 1518
2020
Q4 		$484K Sell
70,390
-12,718
-15% -$80.7K ﹤0.01% 1588
2020
Q3 		$497K Sell
83,108
-5,444
-6% -$33.1K ﹤0.01% 1422
2020
Q2 		$529K Sell
88,552
-2,854
-3% -$16.3K ﹤0.01% 1330
2020
Q1 		$479K Buy
91,406
+1,653
+2% +$12.1K ﹤0.01% 1241
2019
Q4 		$720K Buy
89,753
+596
+0.7% +$4.72K ﹤0.01% 1250
2019
Q3 		$705K Buy
89,157
+8,105
+10% +$61.9K 0.01% 1189
2019
Q2 		$607K Sell
81,052
-24,727
-23% -$184K ﹤0.01% 1314
2019
Q1 		$790K Buy
105,779
+3,861
+4% +$27K 0.01% 1144
2018
Q4 		$628K Buy
101,918
+1,828
+2% +$12.3K 0.01% 1166
2018
Q3 		$731K Sell
100,090
-8,107
-7% -$60.8K 0.01% 1228
2018
Q2 		$816K Buy
108,197
+1,374
+1% +$10.2K 0.01% 1096
2018
Q1 		$781K Sell
106,823
-3,089
-3% -$23.3K 0.01% 1079
2017
Q4 		$871K Sell
109,912
-2,840
-3% -$22.2K 0.01% 1009
2017
Q3 		$891K Buy
112,752
+3,166
+3% +$24.6K 0.01% 977
2017
Q2 		$846K Sell
109,586
-6,195
-5% -$47.3K 0.01% 957
2017
Q1 		$865K Sell
115,781
-16,545
-13% -$123K 0.01% 910
2016
Q4 		$966K Buy
132,326
+150
+0.1% +$1.13K 0.01% 789
2016
Q3 		$1.11M Buy
+132,176
New +$1.11M 0.02% 617
2016
Q1 		– Sell
-199,697
Closed -$1.53M – 1344
2015
Q4 		$1.53M Sell
199,697
-14,118
-7% -$108K 0.04% 414
2015
Q3 		$1.58M Buy
213,815
+3,622
+2% +$28.2K 0.04% 390
2015
Q2 		$1.67M Sell
210,193
-21,484
-9% -$184K 0.04% 557
2015
Q1 		$2.07M Sell
231,677
-81,295
-26% -$740K 0.04% 561
2014
Q4 		$2.81M Sell
312,972
-2,251
-0.7% -$19.6K 0.06% 415
2014
Q3 		$2.64M Sell
315,223
-10,997
-3% -$98K 0.06% 422
2014
Q2 		$2.97M Sell
326,220
-69,523
-18% -$606K 0.06% 371
2014
Q1 		$3.3M Buy
395,743
+102,424
+35% +$839K 0.08% 310
2013
Q4 		$2.32M Buy
293,319
+132,446
+82% +$1.07M 0.06% 381
2013
Q3 		$1.3M Buy
+160,873
New +$1.35M 0.04% 536

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Janney Montgomery Scott's IGR Position: Q1 2026 in Review

Janney Montgomery Scott reduced its CBRE Global Real Estate Income Fund (IGR) stake by 5% in Q1 2026, selling an estimated $12.4K and leaving 50,158 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Janney Montgomery Scott first reported a position in IGR in Q3 2013 and has held it in 49 quarters since. The position peaked at $3.3M in Q1 2014. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Janney Montgomery Scott held 50,158 shares of CBRE Global Real Estate Income Fund worth $220K as of Q1 2026.
  • Janney Montgomery Scott sold 2,643 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $12.4K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2578 holding.
  • Janney Montgomery Scott first reported a position in CBRE Global Real Estate Income Fund in Q3 2013 and has held it in 49 quarters since.
  • Janney Montgomery Scott's CBRE Global Real Estate Income Fund position peaked at $3.3M in Q1 2014.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.