SFI Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

SFI Advisors’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 Q1	–	Sell	-118,763	Closed	-$571K	–	80
2024 Q4	$571K	Buy	+118,763	New	+$676K	0.4%	43
2024 Q3	–	Sell	-143,956	Closed	-$726K	–	80
2024 Q2	$726K	Buy	143,956 +9,979	+7%	+$50.2K	0.56%	39
2024 Q1	$721K	Buy	133,977 +81,725	+156%	+$427K	0.57%	40
2023 Q4	$284K	Sell	52,252 -48,147	-48%	-$220K	0.24%	62
2023 Q3	$452K	Buy	100,399 +7,469	+8%	+$38.7K	0.44%	41
2023 Q2	$486K	Buy	92,930 +21,982	+31%	+$116K	0.46%	40
2023 Q1	$377K	Buy	70,948 +7,433	+12%	+$46.3K	0.38%	43
2022 Q4	$364K	Buy	+63,515	New	+$374K	0.4%	50

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

SFI Advisors's IGR Position: Q1 2025 in Review

SFI Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2025, closing a stake of 118,763 shares — an estimated $571K sold.

SFI Advisors first reported a position in IGR in Q4 2022 and held it in 8 quarters. The position peaked at $726K in Q2 2024. 117 funds tracked by Wall St. Rank hold IGR as of Q1 2025.

SFI Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2025 after selling out during the quarter.
SFI Advisors sold 118,763 CBRE Global Real Estate Income Fund shares in Q1 2025, an estimated $571K.
SFI Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2022 and held it in 8 quarters.
SFI Advisors's CBRE Global Real Estate Income Fund position peaked at $726K in Q2 2024.
117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2025.

Based on SFI Advisors's 13F filing for Q1 2025, filed 13 May 2025.