PPWM
IGR

PFG Private Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

PFG Private Wealth Management’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
-400
Closed -$2.06K – 141
2025
Q1 		$2.06K Buy
+400
New +$2.07K ﹤0.01% 229

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

PFG Private Wealth Management's IGR Position: Q2 2025 in Review

PFG Private Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2025, closing a stake of 400 shares — an estimated $2.06K sold.

PFG Private Wealth Management first reported a position in IGR in Q1 2025 and held it in 1 quarter. The position peaked at $2.06K in Q1 2025. 117 funds tracked by Wall St. Rank hold IGR as of Q2 2025.

  • PFG Private Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 400 CBRE Global Real Estate Income Fund shares in Q2 2025, an estimated $2.06K.
  • PFG Private Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q1 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's CBRE Global Real Estate Income Fund position peaked at $2.06K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.