Janney Montgomery Scott
IGR icon

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
Q3 		$190K Sell
16,129
-860
-5% -$11.6K ﹤0.01% 3032
2026
Q2 		$235K Buy
16,989
+270
+2% +$3.76K ﹤0.01% 2897
2026
Q1 		$220K Sell
16,719
-881
-5% -$12.4K ﹤0.01% 2578
2025
Q4 		$231K Sell
17,600
-452
-3% -$6.38K ﹤0.01% 2725
2025
Q3 		$278K Buy
18,052
+294
+2% +$4.45K ﹤0.01% 2540
2025
Q2 		$282K Buy
17,758
+107
+0.6% +$1.6K ﹤0.01% 2370
2025
Q1 		$273K Buy
17,651
+695
+4% +$10.8K ﹤0.01% 2359
2024
Q4 		$245K Buy
16,956
+1,984
+13% +$33.9K ﹤0.01% 2441
2024
Q3 		$295K Buy
14,972
+781
+6% +$13.8K ﹤0.01% 2295
2024
Q2 		$215K Sell
14,191
-1,786
-11% -$27K ﹤0.01% 2413
2024
Q1 		$258K Sell
15,977
-1,426
-8% -$22.4K ﹤0.01% 2427
2023
Q4 		$284K Sell
17,403
-4,768
-22% -$65.5K ﹤0.01% 2251
2023
Q3 		$299K Sell
22,171
-282
-1% -$4.39K ﹤0.01% 2136
2023
Q2 		$352K Sell
22,453
-159
-0.7% -$2.51K ﹤0.01% 2130
2023
Q1 		$360K Sell
22,612
-2,362
-9% -$44.2K ﹤0.01% 1940
2022
Q4 		$429K Sell
24,974
-359
-1% -$6.34K ﹤0.01% 1872
2022
Q3 		$439K Sell
25,333
-1,056
-4% -$23.2K ﹤0.01% 1780
2022
Q2 		$572K Buy
26,389
+356
+1% +$8.56K ﹤0.01% 1541
2022
Q1 		$706K Buy
26,033
+264
+1% +$6.85K ﹤0.01% 1439
2021
Q4 		$757K Sell
25,769
-495
-2% -$13.5K ﹤0.01% 1493
2021
Q3 		$659K Buy
26,264
+811
+3% +$21.8K ﹤0.01% 1495
2021
Q2 		$673K Buy
25,453
+2,572
+11% +$64.9K ﹤0.01% 1468
2021
Q1 		$536K Sell
22,881
-582
-2% -$12.6K ﹤0.01% 1518
2020
Q4 		$484K Sell
23,463
-4,240
-15% -$80.7K ﹤0.01% 1588
2020
Q3 		$497K Sell
27,703
-1,814
-6% -$33K ﹤0.01% 1422
2020
Q2 		$529K Sell
29,517
-952
-3% -$16.3K ﹤0.01% 1330
2020
Q1 		$479K Buy
30,469
+551
+2% +$12.1K ﹤0.01% 1241
2019
Q4 		$720K Buy
29,918
+199
+0.7% +$4.73K ﹤0.01% 1250
2019
Q3 		$705K Buy
29,719
+2,702
+10% +$61.9K 0.01% 1189
2019
Q2 		$607K Sell
27,017
-8,243
-23% -$184K ﹤0.01% 1314
2019
Q1 		$790K Buy
35,260
+1,287
+4% +$27K 0.01% 1144
2018
Q4 		$628K Buy
33,973
+610
+2% +$12.3K 0.01% 1166
2018
Q3 		$731K Sell
33,363
-2,703
-7% -$60.8K 0.01% 1228
2018
Q2 		$816K Buy
36,066
+458
+1% +$10.2K 0.01% 1096
2018
Q1 		$781K Sell
35,608
-1,029
-3% -$23.2K 0.01% 1079
2017
Q4 		$871K Sell
36,637
-947
-3% -$22.2K 0.01% 1009
2017
Q3 		$891K Buy
37,584
+1,055
+3% +$24.6K 0.01% 977
2017
Q2 		$846K Sell
36,529
-2,065
-5% -$47.2K 0.01% 957
2017
Q1 		$865K Sell
38,594
-5,515
-13% -$123K 0.01% 910
2016
Q4 		$966K Buy
44,109
+50
+0.1% +$1.12K 0.01% 789
2016
Q3 		$1.11M Buy
+44,059
New +$1.11M 0.02% 617
2016
Q1 		– Sell
-66,566
Closed -$1.53M – 1344
2015
Q4 		$1.53M Sell
66,566
-4,706
-7% -$108K 0.04% 414
2015
Q3 		$1.58M Buy
71,272
+1,208
+2% +$28.3K 0.04% 390
2015
Q2 		$1.67M Sell
70,064
-7,162
-9% -$184K 0.04% 557
2015
Q1 		$2.07M Sell
77,226
-27,098
-26% -$740K 0.04% 561
2014
Q4 		$2.81M Sell
104,324
-750
-0.7% -$19.6K 0.06% 415
2014
Q3 		$2.64M Sell
105,074
-3,666
-3% -$98K 0.06% 422
2014
Q2 		$2.97M Sell
108,740
-23,174
-18% -$606K 0.06% 371
2014
Q1 		$3.3M Buy
131,914
+34,141
+35% +$839K 0.08% 310
2013
Q4 		$2.32M Buy
97,773
+44,149
+82% +$1.07M 0.06% 381
2013
Q3 		$1.3M Buy
+53,624
New +$1.35M 0.04% 536

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $528M AUM 17.47% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Janney Montgomery Scott's IGR Position: Q3 2026 in Review

Janney Montgomery Scott reduced its CBRE Global Real Estate Income Fund (IGR) stake by 5.1% in Q3 2026, selling an estimated $11.6K and leaving 16,129 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

Janney Montgomery Scott first reported a position in IGR in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.3M in Q1 2014. 71 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • Janney Montgomery Scott held 16,129 shares of CBRE Global Real Estate Income Fund worth $190K as of Q3 2026.
  • Janney Montgomery Scott sold 860 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $11.6K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #3032 holding.
  • Janney Montgomery Scott first reported a position in CBRE Global Real Estate Income Fund in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's CBRE Global Real Estate Income Fund position peaked at $3.3M in Q1 2014.
  • 71 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.