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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return