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

NWF 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
2026 Q3	$264K	Sell	22,461 -472	-2%	-$6.38K	0.02%	329
2026 Q2	$317K	Sell	22,933 -4,500	-16%	-$62.7K	0.03%	303
2026 Q1	$361K	Buy	27,433 +6,666	+32%	+$94K	0.04%	257
2025 Q4	$273K	Buy	20,767 +3,034	+17%	+$42.8K	0.03%	305
2025 Q3	$273K	Sell	17,733 -73,434	-81%	-$1.11M	0.03%	310
2025 Q2	$1.45M	Sell	91,167 -866	-0.9%	-$13K	0.17%	99
2025 Q1	$1.42M	Buy	+92,033	New	+$1.43M	0.2%	90
2024 Q4	–	Sell	-82,633	Closed	-$1.63M	–	355
2024 Q3	$1.63M	Sell	82,633 -1,234	-1%	-$21.9K	0.24%	78
2024 Q2	$1.27M	Sell	83,867 -4,833	-5%	-$73K	0.2%	84
2024 Q1	$1.43M	Buy	88,700 +785	+0.9%	+$12.3K	0.24%	78
2023 Q4	$1.43M	Sell	87,915 -300	-0.3%	-$4.12K	0.29%	66
2023 Q3	$1.19M	Buy	88,215 +11,500	+15%	+$179K	0.28%	70
2023 Q2	$1.2M	Hold	76,715	–	–	0.28%	71
2023 Q1	$1.2M	Buy	+76,715	New	+$1.43M	0.28%	71

Other funds holding IGR

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

NWF Advisory Services's IGR Position: Q3 2026 in Review

NWF Advisory Services reduced its CBRE Global Real Estate Income Fund (IGR) stake by 2.1% in Q3 2026, selling an estimated $6.38K and leaving 22,461 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #329.

NWF Advisory Services first reported a position in IGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.63M in Q3 2024. 8 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

NWF Advisory Services held 22,461 shares of CBRE Global Real Estate Income Fund worth $264K as of Q3 2026.
NWF Advisory Services sold 472 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $6.38K.
CBRE Global Real Estate Income Fund made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #329 holding.
NWF Advisory Services first reported a position in CBRE Global Real Estate Income Fund in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's CBRE Global Real Estate Income Fund position peaked at $1.63M in Q3 2024.
8 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.