Mercer Global Advisors
IGR

Mercer Global Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Mercer Global Advisors’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
Q2 		– Sell
-4,046
Closed -$62.6K – 2316
2025
Q1 		$62.6K Sell
4,046
-19
-0.5% -$295 ﹤0.01% 2087
2024
Q4 		$58.7K Buy
4,065
+721
+22% +$12.3K ﹤0.01% 2078
2024
Q3 		$64.6K Hold
3,344
– – ﹤0.01% 1906
2024
Q2 		$50.6K Sell
3,344
-834
-20% -$12.6K ﹤0.01% 1910
2024
Q1 		$67K Sell
4,178
-2,851
-41% -$44.7K ﹤0.01% 1877
2023
Q4 		$114K Buy
7,029
+2,267
+48% +$31.1K ﹤0.01% 1902
2023
Q3 		$64K Sell
4,762
-908
-16% -$14.1K ﹤0.01% 1884
2023
Q2 		$89K Sell
5,670
-229
-4% -$3.62K ﹤0.01% 1842
2023
Q1 		$94K Sell
5,899
-84
-1% -$1.57K ﹤0.01% 1836
2022
Q4 		$103K Buy
5,983
+1,271
+27% +$22.5K ﹤0.01% 1812
2022
Q3 		$82K Buy
+4,712
New +$103K ﹤0.01% 1740
2021
Q3 		– Sell
-6,206
Closed -$164K – 1783
2021
Q2 		$164K Sell
6,206
-69
-1% -$1.74K ﹤0.01% 1596
2021
Q1 		$147K Buy
6,275
+6
+0.1% +$130 ﹤0.01% 1528
2020
Q4 		$129K Sell
6,269
-436
-7% -$8.3K ﹤0.01% 1285
2020
Q3 		$120K Buy
+6,705
New +$122K ﹤0.01% 1166
2020
Q2 		– Sell
-6,410
Closed -$101K – 1089
2020
Q1 		$101K Buy
6,410
+377
+6% +$8.25K ﹤0.01% 1010
2019
Q4 		$145K Buy
6,033
+299
+5% +$7.11K ﹤0.01% 1105
2019
Q3 		$136K Sell
5,734
-775
-12% -$17.8K ﹤0.01% 1063
2019
Q2 		$146K Buy
+6,509
New +$145K ﹤0.01% 1080

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Mercer Global Advisors's IGR Position: Q2 2025 in Review

Mercer Global Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2025, closing a stake of 4,046 shares — an estimated $62.6K sold.

Mercer Global Advisors first reported a position in IGR in Q2 2019 and held it in 19 quarters. The position peaked at $164K in Q2 2021. 117 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

  • Mercer Global Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 4,046 CBRE Global Real Estate Income Fund shares in Q2 2025, an estimated $62.6K.
  • Mercer Global Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2019 and held it in 19 quarters.
  • Mercer Global Advisors's CBRE Global Real Estate Income Fund position peaked at $164K in Q2 2021.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.