Kestra Advisory Services
IGR

Kestra Advisory Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Kestra Advisory Services’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
-4,681
Closed -$64.7K – 3491
2026
Q2 		$64.7K Buy
+4,681
New +$65.2K ﹤0.01% 3205
2026
Q1 		– Sell
-1,771
Closed -$23.3K – 3722
2025
Q4 		$23.3K Buy
+1,771
New +$25K ﹤0.01% 4423
2023
Q3 		– Sell
-3,546
Closed -$55.6K – 2169
2023
Q2 		$55.6K Buy
+3,546
New +$56.1K ﹤0.01% 2041
2023
Q1 		– Sell
-4,815
Closed -$82.8K – 2190
2022
Q4 		$82.8K Buy
+4,815
New +$85.1K ﹤0.01% 2157
2022
Q3 		– Sell
-5,165
Closed -$112K – 2167
2022
Q2 		$112K Buy
+5,165
New +$124K ﹤0.01% 1978
2020
Q4 		– Sell
-4,024
Closed -$72K – 1866
2020
Q3 		$72K Buy
+4,024
New +$73.3K ﹤0.01% 1374

Other funds holding IGR

Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Live Oak Private Wealth
Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Kestra Advisory Services's IGR Position: Q3 2026 in Review

Kestra Advisory Services sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2026, closing a stake of 4,681 shares — an estimated $64.7K sold.

Kestra Advisory Services first reported a position in IGR in Q3 2020 and held it in 6 quarters. The position peaked at $112K in Q2 2022. 24 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • Kestra Advisory Services reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,681 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $64.7K.
  • Kestra Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q3 2020 and held it in 6 quarters.
  • Kestra Advisory Services's CBRE Global Real Estate Income Fund position peaked at $112K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.