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

SeaCrest 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
2026 Q2	$221K	Buy	47,846 +3,816	+9%	+$17.7K	0.02%	503
2026 Q1	$193K	Sell	44,030 -2,111	-5%	-$9.92K	0.02%	605
2025 Q4	$211K	Sell	46,141 -52	-0.1%	-$245	0.02%	583
2025 Q3	$237K	Buy	46,193 +3,848	+9%	+$19.4K	0.03%	534
2025 Q2	$224K	Buy	42,345 +3,054	+8%	+$15.3K	0.02%	540
2025 Q1	$203K	Buy	39,291 +28,036	+249%	+$145K	0.02%	618
2024 Q4	$54.1K	Buy	+11,255	New	+$64K	0.01%	646
2023 Q1	–	Sell	-16,920	Closed	-$97K	–	657
2022 Q4	$97K	Hold	16,920	–	–	0.01%	613
2022 Q3	$98K	Sell	16,920 -900	-5%	-$6.58K	0.01%	600
2022 Q2	$129K	Sell	17,820 -596	-3%	-$4.78K	0.02%	761
2022 Q1	$166K	Buy	+18,416	New	+$159K	0.02%	675
2019 Q2	–	Sell	-3,217	Closed	-$24K	–	1131
2019 Q1	$24K	Hold	3,217	–	–	﹤0.01%	1214
2018 Q4	$20K	Sell	3,217 -500	-13%	-$3.36K	﹤0.01%	1234
2018 Q3	$27K	Hold	3,717	–	–	﹤0.01%	1253
2018 Q2	$28K	Sell	3,717 -1,079	-22%	-$8K	0.01%	1216
2018 Q1	$35K	Sell	4,796 -365	-7%	-$2.75K	0.01%	1100
2017 Q4	$41K	Buy	+5,161	New	+$40.4K	0.01%	1038

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SeaCrest Wealth Management's IGR Position: Q2 2026 in Review

SeaCrest Wealth Management increased its CBRE Global Real Estate Income Fund (IGR) stake by 8.7% in Q2 2026, buying an estimated $17.7K and bringing the position to 47,846 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #503.

SeaCrest Wealth Management first reported a position in IGR in Q4 2017 and has held it in 17 quarters since. The position peaked at $237K in Q3 2025. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

SeaCrest Wealth Management held 47,846 shares of CBRE Global Real Estate Income Fund worth $221K as of Q2 2026.
SeaCrest Wealth Management bought 3,816 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $17.7K.
CBRE Global Real Estate Income Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #503 holding.
SeaCrest Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and has held it in 17 quarters since.
SeaCrest Wealth Management's CBRE Global Real Estate Income Fund position peaked at $237K in Q3 2025.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.