Raymond James Financial
IGR

Raymond James Financial’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Raymond James Financial’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
Q1 		$995K Buy
226,645
+37,567
+20% +$177K ﹤0.01% 3845
2025
Q4 		$828K Buy
189,078
+56,378
+42% +$265K ﹤0.01% 3905
2025
Q3 		$682K Sell
132,700
-33,885
-20% -$171K ﹤0.01% 3930
2025
Q2 		$881K Buy
166,585
+11,151
+7% +$55.7K ﹤0.01% 3658
2025
Q1 		$802K Sell
155,434
-8,043
-5% -$41.6K ﹤0.01% 3642
2024
Q4 		$786K Buy
+163,477
New +$930K ﹤0.01% 3613

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Raymond James Financial's IGR Position: Q1 2026 in Review

Raymond James Financial increased its CBRE Global Real Estate Income Fund (IGR) stake by 20% in Q1 2026, buying an estimated $177K and bringing the position to 226,645 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Raymond James Financial first reported a position in IGR in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Raymond James Financial held 226,645 shares of CBRE Global Real Estate Income Fund worth $995K as of Q1 2026.
  • Raymond James Financial bought 37,567 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $177K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3845 holding.
  • Raymond James Financial first reported a position in CBRE Global Real Estate Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.