RFP
IGR

Root Financial Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Root Financial Partners’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
-6,543
Closed -$33.6K – 2480
2025
Q3 		$33.6K Buy
+6,543
New +$33K ﹤0.01% 828

Other funds holding IGR

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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 $2.61B AUM 23.21% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 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

Root Financial Partners's IGR Position: Q4 2025 in Review

Root Financial Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2025, closing a stake of 6,543 shares — an estimated $33.6K sold.

Root Financial Partners first reported a position in IGR in Q3 2025 and held it in 1 quarter. The position peaked at $33.6K in Q3 2025. 132 funds tracked by Wall St. Rank hold IGR as of Q4 2025.

  • Root Financial Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 6,543 CBRE Global Real Estate Income Fund shares in Q4 2025, an estimated $33.6K.
  • Root Financial Partners first reported a position in CBRE Global Real Estate Income Fund in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's CBRE Global Real Estate Income Fund position peaked at $33.6K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.