SWM
IGR

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
Q2 		$2.41K Hold
523
– – ﹤0.01% 1972
2026
Q1 		$2.3K Hold
523
– – ﹤0.01% 2020
2025
Q4 		$2.29K Hold
523
– – ﹤0.01% 2068
2025
Q3 		$2.69K Hold
523
– – ﹤0.01% 2100
2025
Q2 		$2.77K Hold
523
– – ﹤0.01% 2107
2025
Q1 		$2.7K Hold
523
– – ﹤0.01% 2215
2024
Q4 		$2.52K Hold
523
– – ﹤0.01% 2202
2024
Q3 		$3.44K Sell
523
-304
-37% -$1.8K ﹤0.01% 1900
2024
Q2 		$4.17K Sell
827
-17,435
-95% -$87.7K ﹤0.01% 1873
2024
Q1 		$98.3K Buy
18,262
+10
+0.1% +$52 ﹤0.01% 994
2023
Q4 		$95.3K Sell
18,252
-323
-2% -$1.48K ﹤0.01% 1006
2023
Q3 		$83.6K Buy
18,575
+9
+0% +$47 ﹤0.01% 1004
2023
Q2 		$97.1K Buy
18,566
+9
+0% +$47 ﹤0.01% 978
2023
Q1 		$98.5K Buy
18,557
+17,785
+2,304% +$111K ﹤0.01% 978
2022
Q4 		$4K Buy
772
+7
+0.9% +$41 ﹤0.01% 1894
2022
Q3 		$4K Sell
765
-17,773
-96% -$130K ﹤0.01% 1793
2022
Q2 		$135K Sell
18,538
-1,995
-10% -$16K 0.01% 915
2022
Q1 		$186K Buy
20,533
+5
+0% +$43 0.01% 929
2021
Q4 		$201K Buy
20,528
+3
+0% +$27 ﹤0.01% 1090
2021
Q3 		$172K Buy
20,525
+4,004
+24% +$36K ﹤0.01% 979
2021
Q2 		$146K Buy
16,521
+15,658
+1,814% +$132K ﹤0.01% 1056
2021
Q1 		$7K Buy
+863
New +$6.24K ﹤0.01% 2524

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