Steward Partners Investment Advisory
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
Q2 		$55.4K Sell
4,007
-1,684
-30% -$23.5K ﹤0.01% 2886
2026
Q1 		$74.9K Buy
5,691
+817
+17% +$11.5K ﹤0.01% 2553
2025
Q4 		$64K Hold
4,874
– – ﹤0.01% 2545
2025
Q3 		$75.2K Buy
4,874
+506
+12% +$7.66K ﹤0.01% 2406
2025
Q2 		$69.3K Sell
4,368
-1,445
-25% -$21.7K ﹤0.01% 2303
2025
Q1 		$90K Buy
5,813
+2,119
+57% +$32.9K ﹤0.01% 2074
2024
Q4 		$53.3K Sell
3,694
-733
-17% -$12.5K ﹤0.01% 2299
2024
Q3 		$87.3K Buy
4,427
+33
+0.8% +$585 ﹤0.01% 1947
2024
Q2 		$66.4K Sell
4,394
-416
-9% -$6.28K ﹤0.01% 1965
2024
Q1 		$77.6K Sell
4,810
-789
-14% -$12.4K ﹤0.01% 1881
2023
Q4 		$91.2K Sell
5,599
-486
-8% -$6.67K ﹤0.01% 1735
2023
Q3 		$82.1K Buy
6,085
+627
+11% +$9.75K ﹤0.01% 1669
2023
Q2 		$85.6K Sell
5,458
-1,992
-27% -$31.5K ﹤0.01% 1657
2023
Q1 		$119K Buy
7,450
+215
+3% +$4.02K ﹤0.01% 1510
2022
Q4 		$124K Sell
7,235
-1,305
-15% -$23.1K ﹤0.01% 1459
2022
Q3 		$148K Buy
8,540
+9
+0.1% +$197 ﹤0.01% 1330
2022
Q2 		$186K Buy
8,531
+1,295
+18% +$31.2K ﹤0.01% 1230
2022
Q1 		$196K Sell
7,236
-394
-5% -$10.2K ﹤0.01% 1303
2021
Q4 		$224K Buy
7,630
+1,400
+22% +$38.3K ﹤0.01% 1261
2021
Q3 		$156K Sell
6,230
-267
-4% -$7.19K ﹤0.01% 1371
2021
Q2 		$172K Sell
6,497
-5,043
-44% -$127K ﹤0.01% 1651
2021
Q1 		$270K Buy
11,540
+4,718
+69% +$102K ﹤0.01% 1148
2020
Q4 		$141K Sell
6,822
-575
-8% -$10.9K ﹤0.01% 1217
2020
Q3 		$133K Buy
7,397
+254
+4% +$4.63K ﹤0.01% 1104
2020
Q2 		$128K Buy
7,143
+146
+2% +$2.5K ﹤0.01% 1044
2020
Q1 		$110K Sell
6,997
-81
-1% -$1.77K ﹤0.01% 965
2019
Q4 		$170K Buy
7,078
+84
+1% +$2K 0.01% 934
2019
Q3 		$165K Sell
6,994
-732
-9% -$16.8K 0.01% 906
2019
Q2 		$173K Sell
7,726
-265
-3% -$5.9K 0.01% 863
2019
Q1 		$179K Sell
7,991
-88
-1% -$1.85K 0.01% 752
2018
Q4 		$149K Sell
8,079
-1,963
-20% -$39.5K 0.01% 724
2018
Q3 		$220K Buy
10,042
+1,868
+23% +$42K 0.01% 696
2018
Q2 		$185K Buy
8,174
+1,002
+14% +$22.3K 0.01% 670
2018
Q1 		$157K Buy
7,172
+1
+0% +$23 0.01% 663
2017
Q4 		$170K Buy
7,171
+6,749
+1,599% +$158K 0.01% 550
2017
Q3 		$9K Buy
422
+67
+19% +$1.56K ﹤0.01% 1133
2017
Q2 		$8K Sell
355
-94
-21% -$2.15K ﹤0.01% 1105
2017
Q1 		$10K Hold
449
– – ﹤0.01% 940
2016
Q4 		$9K Buy
+449
New +$10.1K ﹤0.01% 575

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
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Vinva Investment Management
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

Steward Partners Investment Advisory's IGR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its CBRE Global Real Estate Income Fund (IGR) stake by 30% in Q2 2026, selling an estimated $23.5K and leaving 4,007 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Steward Partners Investment Advisory first reported a position in IGR in Q4 2016 and has held it in 39 quarters since. The position peaked at $270K in Q1 2021. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Steward Partners Investment Advisory held 4,007 shares of CBRE Global Real Estate Income Fund worth $55.4K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,684 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $23.5K.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2886 holding.
  • Steward Partners Investment Advisory first reported a position in CBRE Global Real Estate Income Fund in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's CBRE Global Real Estate Income Fund position peaked at $270K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.