MGIA
IGR

Moneta Group Investment Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Moneta Group Investment 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
-26,419
Closed -$136K – 716
2025
Q1 		$136K Buy
+26,419
New +$137K ﹤0.01% 644

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $18.5B AUM 23.32% 1-Year Est. Return

Moneta Group Investment Advisors's IGR Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2025, closing a stake of 26,419 shares — an estimated $136K sold.

Moneta Group Investment Advisors first reported a position in IGR in Q1 2025 and held it in 1 quarter. The position peaked at $136K in Q1 2025. 117 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 26,419 CBRE Global Real Estate Income Fund shares in Q2 2025, an estimated $136K.
  • Moneta Group Investment Advisors first reported a position in CBRE Global Real Estate Income Fund in Q1 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's CBRE Global Real Estate Income Fund position peaked at $136K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.