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

Prosperity 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 Q4	$274K	Buy	+62,543	New	+$294K	0.09%	201

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Prosperity Wealth Management's IGR Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q4 2025: 62,543 shares worth $274K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings.

132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

Prosperity Wealth Management held 62,543 shares of CBRE Global Real Estate Income Fund worth $274K as of Q4 2025.
CBRE Global Real Estate Income Fund was a new Prosperity Wealth Management position in Q4 2025.
CBRE Global Real Estate Income Fund made up 0.09% of Prosperity Wealth Management's portfolio in Q4 2025, its #201 holding.
132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.