LWL
IGR

Leo Wealth LLC’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Leo Wealth LLC’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
-14,491
Closed -$74.5K – 427
2025
Q3 		$74.5K Buy
14,491
+510
+4% +$2.57K 0.01% 284
2025
Q2 		$74K Buy
13,981
+486
+4% +$2.43K 0.01% 384
2025
Q1 		$69.6K Buy
13,495
+458
+4% +$2.37K 0.01% 266
2024
Q4 		$62.7K Buy
13,037
+422
+3% +$2.4K 0.01% 353
2024
Q3 		$82.9K Buy
12,615
+364
+3% +$2.15K 0.01% 338
2024
Q2 		$61.7K Buy
12,251
+439
+4% +$2.21K 0.01% 324
2024
Q1 		$63.5K Buy
11,812
+400
+4% +$2.09K 0.01% 326
2023
Q4 		$62K Buy
+11,412
New +$52.2K 0.01% 319

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Leo Wealth LLC's IGR Position: Q4 2025 in Review

Leo Wealth LLC sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 14,491 shares — an estimated $74.5K sold.

Leo Wealth LLC first reported a position in IGR in Q4 2023 and held it in 8 quarters. The position peaked at $82.9K in Q3 2024. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

  • Leo Wealth LLC reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 14,491 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $74.5K.
  • Leo Wealth LLC first reported a position in CBRE Global Real Estate Income Fund in Q4 2023 and held it in 8 quarters.
  • Leo Wealth LLC's CBRE Global Real Estate Income Fund position peaked at $82.9K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.