MSFP
IGR

Mark Sheptoff Financial Planning’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-1,000
Closed -$5.29K – 515
2025
Q2 		$5.29K Hold
1,000
– – ﹤0.01% 394
2025
Q1 		$5.16K Buy
+1,000
New +$5.17K ﹤0.01% 372

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 $666B AUM 30.12% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's IGR Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2025, closing a stake of 1,000 shares — an estimated $5.29K sold.

Mark Sheptoff Financial Planning first reported a position in IGR in Q1 2025 and held it in 2 quarters. The position peaked at $5.29K in Q2 2025. 116 funds tracked by Wall St. Rank hold IGR as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 CBRE Global Real Estate Income Fund shares in Q3 2025, an estimated $5.29K.
  • Mark Sheptoff Financial Planning first reported a position in CBRE Global Real Estate Income Fund in Q1 2025 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's CBRE Global Real Estate Income Fund position peaked at $5.29K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.