Shaker Financial Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-33,761
| Closed | -$444K | – | 167 |
|
|
2025
Q4 | $444K | Buy |
+33,761
| New | +$477K | 0.14% | 138 |
|
|
2025
Q1 | – | Sell |
-55,598
| Closed | -$802K | – | 170 |
|
|
2024
Q4 | $802K | Buy |
+55,598
| New | +$949K | 0.31% | 99 |
|
|
2024
Q3 | – | Sell |
-5,000
| Closed | -$75.6K | – | 169 |
|
|
2024
Q2 | $75.6K | Buy |
+5,000
| New | +$75.5K | 0.03% | 154 |
|
|
2023
Q4 | – | Sell |
-64,467
| Closed | -$870K | – | 162 |
|
|
2023
Q3 | $870K | Buy |
+64,467
| New | +$1M | 0.41% | 81 |
|
|
2023
Q1 | – | Sell |
-89,159
| Closed | -$1.53M | – | 166 |
|
|
2022
Q4 | $1.53M | Buy |
+89,159
| New | +$1.58M | 0.72% | 52 |
|
|
2022
Q1 | – | Sell |
-23,563
| Closed | -$692K | – | 167 |
|
|
2021
Q4 | $692K | Sell |
23,563
-12,727
| -35% | -$348K | 0.24% | 105 |
|
|
2021
Q3 | $910K | Sell |
36,290
-32,126
| -47% | -$866K | 0.36% | 80 |
|
|
2021
Q2 | $1.81M | Buy |
68,416
+53,205
| +350% | +$1.34M | 0.67% | 53 |
|
|
2021
Q1 | $356K | Sell |
15,211
-20,695
| -58% | -$449K | 0.14% | 139 |
|
|
2020
Q4 | $741K | Sell |
35,906
-13,626
| -28% | -$259K | 0.31% | 99 |
|
|
2020
Q3 | $889K | Buy |
49,532
+28,669
| +137% | +$522K | 0.48% | 70 |
|
|
2020
Q2 | $374K | Hold |
20,863
| – | – | 0.21% | 123 |
|
|
2020
Q1 | $328K | Buy |
+20,863
| New | +$456K | 0.22% | 116 |
|
|
2019
Q4 | – | Sell |
-9,667
| Closed | -$229K | – | 157 |
|
|
2019
Q3 | $229K | Buy |
+9,667
| New | +$222K | 0.12% | 124 |
|
|
2018
Q4 | – | Sell |
-9,100
| Closed | -$199K | – | 138 |
|
|
2018
Q3 | $199K | Buy |
9,100
+2,033
| +29% | +$45.7K | 0.1% | 115 |
|
|
2018
Q2 | $160K | Buy |
+7,067
| New | +$157K | 0.08% | 100 |
|
|
2017
Q2 | – | Sell |
-17,867
| Closed | -$400K | – | 122 |
|
|
2017
Q1 | $400K | Sell |
17,867
-402
| -2% | -$8.99K | 0.23% | 88 |
|
|
2016
Q4 | $400K | Buy |
+18,269
| New | +$411K | 0.24% | 83 |
|
|
2016
Q1 | – | Sell |
-21,695
| Closed | -$497K | – | 103 |
|
|
2015
Q4 | $497K | Buy |
+21,695
| New | +$499K | 0.34% | 69 |
|
|
2015
Q3 | – | Sell |
-4,000
| Closed | -$96K | – | 115 |
|
|
2015
Q2 | $96K | Buy |
+4,000
| New | +$103K | 0.06% | 113 |
|
|
2015
Q1 | – | Sell |
-10,713
| Closed | -$289K | – | 148 |
|
|
2014
Q4 | $289K | Buy |
+10,713
| New | +$280K | 0.18% | 106 |
|
|
2013
Q4 | – | Sell |
-16,558
| Closed | -$402K | – | 173 |
|
|
2013
Q3 | $402K | Buy |
+16,558
| New | +$415K | 0.3% | 110 |
|
Other funds holding IGR
PCM
FHA
SA
Shaker Financial Services's IGR Position: Q1 2026 in Review
Shaker Financial Services sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2026, closing a stake of 33,761 shares — an estimated $444K sold.
Shaker Financial Services first reported a position in IGR in Q3 2013 and held it in 22 quarters. The position peaked at $1.81M in Q2 2021. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.
- Shaker Financial Services reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2026 after selling out during the quarter.
- Shaker Financial Services sold 33,761 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $444K.
- Shaker Financial Services first reported a position in CBRE Global Real Estate Income Fund in Q3 2013 and held it in 22 quarters.
- Shaker Financial Services's CBRE Global Real Estate Income Fund position peaked at $1.81M in Q2 2021.
- 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.
Based on Shaker Financial Services's 13F filing for Q1 2026, filed 12 May 2026.