SFS
IGR

Sowell Financial Services’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Sowell Financial Services’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 		$56.4K Buy
4,077
+78
+2% +$1.09K ﹤0.01% 1151
2026
Q1 		$52.7K Buy
3,999
+74
+2% +$1.04K ﹤0.01% 1115
2025
Q4 		$51.6K Sell
3,925
-77
-2% -$1.09K ﹤0.01% 1099
2025
Q3 		$61.7K Buy
4,002
+69
+2% +$1.04K ﹤0.01% 1051
2025
Q2 		$62.4K Sell
3,933
-4,962
-56% -$74.4K ﹤0.01% 1022
2025
Q1 		$138K Buy
+8,895
New +$138K 0.01% 960
2021
Q2 		– Sell
-2,103
Closed -$51K – 1550
2021
Q1 		$51K Sell
2,103
-445
-17% -$9.65K ﹤0.01% 1650
2020
Q4 		$53K Buy
2,548
+8
+0.3% +$152 ﹤0.01% 1368
2020
Q3 		$46K Sell
2,540
-403
-14% -$7.34K ﹤0.01% 1246
2020
Q2 		$53K Sell
2,943
-1,381
-32% -$23.7K ﹤0.01% 1151
2020
Q1 		$68K Sell
4,324
-121
-3% -$2.65K 0.01% 950
2019
Q4 		$107K Sell
4,445
-165
-4% -$3.92K 0.01% 896
2019
Q3 		$109K Buy
+4,610
New +$106K 0.01% 801
2019
Q1 		$95K Buy
+4,228
New +$88.8K 0.01% 551
2018
Q4 		– Sell
-4,214
Closed -$92K – 493
2018
Q3 		$92K Buy
4,214
+54
+1% +$1.21K 0.01% 356
2018
Q2 		$93K Buy
4,160
+677
+19% +$15.1K 0.02% 285
2018
Q1 		$78K Buy
3,483
+4
+0.1% +$90 0.02% 270
2017
Q4 		$81K Buy
3,479
+1
+0% +$23 0.02% 256
2017
Q3 		$81K Buy
+3,478
New +$81.2K 0.02% 251
2017
Q1 		– Sell
-3,308
Closed -$75K – 404
2016
Q4 		$75K Buy
+3,308
New +$74.4K 0.03% 293

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's IGR Position: Q2 2026 in Review

Sowell Financial Services increased its CBRE Global Real Estate Income Fund (IGR) stake by 2% in Q2 2026, buying an estimated $1.09K and bringing the position to 4,077 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Sowell Financial Services first reported a position in IGR in Q4 2016 and has held it in 20 quarters since. The position peaked at $138K in Q1 2025. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Sowell Financial Services held 4,077 shares of CBRE Global Real Estate Income Fund worth $56.4K as of Q2 2026.
  • Sowell Financial Services bought 78 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $1.09K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1151 holding.
  • Sowell Financial Services first reported a position in CBRE Global Real Estate Income Fund in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's CBRE Global Real Estate Income Fund position peaked at $138K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.