JFS Wealth Advisors
IGR icon

JFS Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

JFS Wealth Advisors’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 		– Sell
-1
Closed -$14 – 2259
2026
Q2 		$14 Buy
+1
New +$14 ﹤0.01% 2246

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Osaic Holdings
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Schwarz Dygos Wheeler Investment Advisors
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $528M AUM 17.47% 1-Year Est. Return
J.W. Cole Advisors
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WA
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Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

JFS Wealth Advisors's IGR Position: Q3 2026 in Review

JFS Wealth Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2026, closing a stake of 1 share — an estimated $14 sold.

JFS Wealth Advisors first reported a position in IGR in Q2 2026 and held it in 1 quarter. The position peaked at $14 in Q2 2026. 71 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • JFS Wealth Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 CBRE Global Real Estate Income Fund share in Q3 2026, an estimated $14.
  • JFS Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $14 in Q2 2026.
  • 71 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.