SeaCrest Wealth Management
IGR

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
Q3 		$186K Sell
15,784
-165
-1% -$2.23K 0.02% 517
2026
Q2 		$221K Buy
15,949
+1,272
+9% +$17.7K 0.02% 503
2026
Q1 		$193K Sell
14,677
-703
-5% -$9.9K 0.02% 605
2025
Q4 		$211K Sell
15,380
-18
-0.1% -$254 0.02% 583
2025
Q3 		$237K Buy
15,398
+1,283
+9% +$19.4K 0.03% 534
2025
Q2 		$224K Buy
14,115
+1,018
+8% +$15.3K 0.02% 540
2025
Q1 		$203K Buy
13,097
+9,345
+249% +$145K 0.02% 618
2024
Q4 		$54.1K Buy
+3,752
New +$64K 0.01% 646
2023
Q1 		– Sell
-5,640
Closed -$97K – 657
2022
Q4 		$97K Hold
5,640
– – 0.01% 613
2022
Q3 		$98K Sell
5,640
-300
-5% -$6.58K 0.01% 600
2022
Q2 		$129K Sell
5,940
-199
-3% -$4.79K 0.02% 761
2022
Q1 		$166K Buy
+6,139
New +$159K 0.02% 675
2019
Q2 		– Sell
-1,072
Closed -$24K – 1131
2019
Q1 		$24K Hold
1,072
– – ﹤0.01% 1214
2018
Q4 		$20K Sell
1,072
-167
-13% -$3.36K ﹤0.01% 1234
2018
Q3 		$27K Hold
1,239
– – ﹤0.01% 1253
2018
Q2 		$28K Sell
1,239
-360
-23% -$8.01K 0.01% 1216
2018
Q1 		$35K Sell
1,599
-121
-7% -$2.73K 0.01% 1100
2017
Q4 		$41K Buy
+1,720
New +$40.4K 0.01% 1038

Other funds holding IGR

Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Accredited Investor Services
Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SeaCrest Wealth Management's IGR Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its CBRE Global Real Estate Income Fund (IGR) stake by 1% in Q3 2026, selling an estimated $2.23K and leaving 15,784 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #517.

SeaCrest Wealth Management first reported a position in IGR in Q4 2017 and has held it in 18 quarters since. The position peaked at $237K in Q3 2025. 13 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • SeaCrest Wealth Management held 15,784 shares of CBRE Global Real Estate Income Fund worth $186K as of Q3 2026.
  • SeaCrest Wealth Management sold 165 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $2.23K.
  • CBRE Global Real Estate Income Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q3 2026, its #517 holding.
  • SeaCrest Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and has held it in 18 quarters since.
  • SeaCrest Wealth Management's CBRE Global Real Estate Income Fund position peaked at $237K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.