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

Level Four 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
2025 Q4	–	Sell	-12,680	Closed	-$65.2K	–	861
2025 Q3	$65.2K	Sell	12,680 -1,729	-12%	-$8.72K	﹤0.01%	796
2025 Q2	$76.2K	Sell	14,409 -8,071	-36%	-$40.3K	﹤0.01%	775
2025 Q1	$116K	Hold	22,480	–	–	﹤0.01%	736
2024 Q4	$108K	Hold	22,480	–	–	﹤0.01%	739
2024 Q3	$130K	Hold	22,480	–	–	0.01%	743
2024 Q2	$113K	Buy	+22,480	New	+$113K	0.01%	719

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 $2.23B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Level Four Advisory Services's IGR Position: Q4 2025 in Review

Level Four Advisory Services sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 12,680 shares — an estimated $65.2K sold.

Level Four Advisory Services first reported a position in IGR in Q2 2024 and held it in 6 quarters. The position peaked at $130K in Q3 2024. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

Level Four Advisory Services reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
Level Four Advisory Services sold 12,680 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $65.2K.
Level Four Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q2 2024 and held it in 6 quarters.
Level Four Advisory Services's CBRE Global Real Estate Income Fund position peaked at $130K in Q3 2024.
132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.