PS
IGR

Principal Securities’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,076
Closed -$5.53K – 2390
2025
Q3 		$5.53K Sell
1,076
-500
-32% -$2.52K ﹤0.01% 2928
2025
Q2 		$8.34K Buy
1,576
+738
+88% +$3.69K ﹤0.01% 2689
2025
Q1 		$4.03K Hold
838
– – ﹤0.01% 2843
2024
Q4 		$4.03K Hold
838
– – ﹤0.01% 2840
2024
Q3 		$5.51K Buy
838
+68
+9% +$402 ﹤0.01% 2644
2024
Q2 		$3.88K Hold
770
– – ﹤0.01% 2722
2024
Q1 		$4.14K Hold
770
– – ﹤0.01% 2672
2023
Q4 		$4.18K Buy
+770
New +$3.52K ﹤0.01% 2597

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Principal Securities's IGR Position: Q4 2025 in Review

Principal Securities sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 1,076 shares — an estimated $5.53K sold.

Principal Securities first reported a position in IGR in Q4 2023 and held it in 8 quarters. The position peaked at $8.34K in Q2 2025. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

  • Principal Securities reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,076 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $5.53K.
  • Principal Securities first reported a position in CBRE Global Real Estate Income Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's CBRE Global Real Estate Income Fund position peaked at $8.34K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.