Spire Wealth Management
IGR icon

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

Spire 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 		– Sell
-174
Closed -$2.41K – 2244
2026
Q2 		$2.41K Hold
174
– – ﹤0.01% 1972
2026
Q1 		$2.3K Hold
174
– – ﹤0.01% 2020
2025
Q4 		$2.29K Hold
174
– – ﹤0.01% 2068
2025
Q3 		$2.69K Hold
174
– – ﹤0.01% 2100
2025
Q2 		$2.77K Hold
174
– – ﹤0.01% 2107
2025
Q1 		$2.7K Hold
174
– – ﹤0.01% 2215
2024
Q4 		$2.52K Hold
174
– – ﹤0.01% 2202
2024
Q3 		$3.44K Sell
174
-102
-37% -$1.81K ﹤0.01% 1900
2024
Q2 		$4.17K Sell
276
-5,811
-95% -$87.7K ﹤0.01% 1873
2024
Q1 		$98.2K Buy
6,087
+3
+0% +$47 ﹤0.01% 994
2023
Q4 		$95.3K Sell
6,084
-108
-2% -$1.48K ﹤0.01% 1006
2023
Q3 		$83.6K Buy
6,192
+3
+0% +$47 ﹤0.01% 1004
2023
Q2 		$97.1K Buy
6,189
+3
+0% +$47 ﹤0.01% 978
2023
Q1 		$98.5K Buy
6,186
+5,929
+2,307% +$111K ﹤0.01% 978
2022
Q4 		$4K Buy
257
+2
+0.8% +$35 ﹤0.01% 1894
2022
Q3 		$4K Sell
255
-5,924
-96% -$130K ﹤0.01% 1793
2022
Q2 		$135K Sell
6,179
-665
-10% -$16K 0.01% 915
2022
Q1 		$186K Buy
6,844
+1
+0% +$26 0.01% 929
2021
Q4 		$201K Buy
6,843
+1
+0% +$27 ﹤0.01% 1090
2021
Q3 		$172K Buy
6,842
+1,335
+24% +$36K ﹤0.01% 979
2021
Q2 		$146K Buy
5,507
+5,219
+1,812% +$132K ﹤0.01% 1056
2021
Q1 		$7K Buy
+288
New +$6.25K ﹤0.01% 2524

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J.W. Cole Advisors
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Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return
Rayburn West Financial Services
Rayburn West Financial Services Nashville, Tennessee $193M AUM 15.47% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

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

Spire Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2026, closing a stake of 174 shares — an estimated $2.41K sold.

Spire Wealth Management first reported a position in IGR in Q1 2021 and held it in 22 quarters. The position peaked at $201K in Q4 2021. 40 funds tracked by Wall St. Rank hold IGR as of Q3 2026.

  • Spire Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2026 after selling out during the quarter.
  • Spire Wealth Management sold 174 CBRE Global Real Estate Income Fund shares in Q3 2026, an estimated $2.41K.
  • Spire Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q1 2021 and held it in 22 quarters.
  • Spire Wealth Management's CBRE Global Real Estate Income Fund position peaked at $201K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.