PIWA
IGR

Prevail Innovative Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Prevail Innovative Wealth 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
Q3 		– Sell
-316,674
Closed -$1.68M – 218
2025
Q2 		$1.68M Buy
316,674
+32,794
+12% +$164K 0.38% 87
2025
Q1 		$1.46M Buy
283,880
+56,612
+25% +$293K 0.39% 81
2024
Q4 		$1.09M Buy
+227,268
New +$1.29M 0.32% 99

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

Prevail Innovative Wealth Advisors's IGR Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2025, closing a stake of 316,674 shares — an estimated $1.68M sold.

Prevail Innovative Wealth Advisors first reported a position in IGR in Q4 2024 and held it in 3 quarters. The position peaked at $1.68M in Q2 2025. 116 funds tracked by Wall St. Rank hold IGR as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 316,674 CBRE Global Real Estate Income Fund shares in Q3 2025, an estimated $1.68M.
  • Prevail Innovative Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $1.68M in Q2 2025.
  • 116 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.