SPIA
IGR

Steward Partners Investment Advisory’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$74.9K Buy
17,072
+2,450
+17% +$11.5K ﹤0.01% 2553
2025
Q4 		$64K Hold
14,622
– – ﹤0.01% 2545
2025
Q3 		$75.2K Buy
14,622
+1,518
+12% +$7.66K ﹤0.01% 2406
2025
Q2 		$69.3K Sell
13,104
-4,335
-25% -$21.7K ﹤0.01% 2303
2025
Q1 		$90K Buy
17,439
+6,358
+57% +$32.9K ﹤0.01% 2074
2024
Q4 		$53.3K Sell
11,081
-2,200
-17% -$12.5K ﹤0.01% 2299
2024
Q3 		$87.3K Buy
13,281
+100
+0.8% +$591 ﹤0.01% 1947
2024
Q2 		$66.4K Sell
13,181
-1,250
-9% -$6.29K ﹤0.01% 1965
2024
Q1 		$77.6K Sell
14,431
-2,367
-14% -$12.4K ﹤0.01% 1881
2023
Q4 		$91.2K Sell
16,798
-1,456
-8% -$6.67K ﹤0.01% 1735
2023
Q3 		$82.1K Buy
18,254
+1,880
+11% +$9.75K ﹤0.01% 1669
2023
Q2 		$85.6K Sell
16,374
-5,975
-27% -$31.5K ﹤0.01% 1657
2023
Q1 		$119K Buy
22,349
+645
+3% +$4.02K ﹤0.01% 1510
2022
Q4 		$124K Sell
21,704
-3,917
-15% -$23.1K ﹤0.01% 1459
2022
Q3 		$148K Buy
25,621
+28
+0.1% +$205 ﹤0.01% 1330
2022
Q2 		$186K Buy
25,593
+3,885
+18% +$31.2K ﹤0.01% 1230
2022
Q1 		$196K Sell
21,708
-1,183
-5% -$10.2K ﹤0.01% 1303
2021
Q4 		$224K Buy
22,891
+4,200
+22% +$38.3K ﹤0.01% 1261
2021
Q3 		$156K Sell
18,691
-800
-4% -$7.18K ﹤0.01% 1371
2021
Q2 		$172K Sell
19,491
-15,130
-44% -$127K ﹤0.01% 1651
2021
Q1 		$270K Buy
34,621
+14,155
+69% +$102K ﹤0.01% 1148
2020
Q4 		$141K Sell
20,466
-1,724
-8% -$10.9K ﹤0.01% 1217
2020
Q3 		$133K Buy
22,190
+760
+4% +$4.62K ﹤0.01% 1104
2020
Q2 		$128K Buy
21,430
+438
+2% +$2.5K ﹤0.01% 1044
2020
Q1 		$110K Sell
20,992
-242
-1% -$1.76K ﹤0.01% 965
2019
Q4 		$170K Buy
21,234
+252
+1% +$2K 0.01% 934
2019
Q3 		$165K Sell
20,982
-2,196
-9% -$16.8K 0.01% 906
2019
Q2 		$173K Sell
23,178
-795
-3% -$5.9K 0.01% 863
2019
Q1 		$179K Sell
23,973
-264
-1% -$1.85K 0.01% 752
2018
Q4 		$149K Sell
24,237
-5,888
-20% -$39.5K 0.01% 724
2018
Q3 		$220K Buy
30,125
+5,604
+23% +$42K 0.01% 696
2018
Q2 		$185K Buy
24,521
+3,004
+14% +$22.3K 0.01% 670
2018
Q1 		$157K Buy
21,517
+4
+0% +$30 0.01% 663
2017
Q4 		$170K Buy
21,513
+20,248
+1,601% +$158K 0.01% 550
2017
Q3 		$9K Buy
1,265
+199
+19% +$1.55K ﹤0.01% 1133
2017
Q2 		$8K Sell
1,066
-282
-21% -$2.15K ﹤0.01% 1105
2017
Q1 		$10K Hold
1,348
– – ﹤0.01% 940
2016
Q4 		$9K Buy
+1,348
New +$10.1K ﹤0.01% 575

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Steward Partners Investment Advisory's IGR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its CBRE Global Real Estate Income Fund (IGR) stake by 17% in Q1 2026, buying an estimated $11.5K and bringing the position to 17,072 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

Steward Partners Investment Advisory first reported a position in IGR in Q4 2016 and has held it in 38 quarters since. The position peaked at $270K in Q1 2021. 124 funds tracked by Wall St. Rank hold IGR as of Q1 2026.

  • Steward Partners Investment Advisory held 17,072 shares of CBRE Global Real Estate Income Fund worth $74.9K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,450 CBRE Global Real Estate Income Fund shares in Q1 2026, an estimated $11.5K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2553 holding.
  • Steward Partners Investment Advisory first reported a position in CBRE Global Real Estate Income Fund in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's CBRE Global Real Estate Income Fund position peaked at $270K in Q1 2021.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.