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

Stifel Financial’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	$631K	Sell	136,862 -33,055	-19%	-$154K	﹤0.01%	2828
2026 Q1	$746K	Sell	169,917 -21,154	-11%	-$99.4K	﹤0.01%	2628
2025 Q4	$837K	Sell	191,071 -25,466	-12%	-$120K	﹤0.01%	2552
2025 Q3	$1.11M	Sell	216,537 -8,563	-4%	-$43.2K	﹤0.01%	2334
2025 Q2	$1.19M	Buy	225,100 +4,294	+2%	+$21.5K	﹤0.01%	2221
2025 Q1	$1.14M	Buy	220,806 +29,802	+16%	+$154K	﹤0.01%	2142
2024 Q4	$919K	Buy	191,004 +12,144	+7%	+$69.1K	﹤0.01%	2302
2024 Q3	$1.18M	Buy	178,860 +10,672	+6%	+$63K	﹤0.01%	2121
2024 Q2	$848K	Buy	168,188 +8,947	+6%	+$45K	﹤0.01%	2274
2024 Q1	$857K	Buy	159,241 +11,220	+8%	+$58.7K	﹤0.01%	2285
2023 Q4	$804K	Sell	148,021 -1,384	-0.9%	-$6.34K	﹤0.01%	2274
2023 Q3	$672K	Sell	149,405 -23,530	-14%	-$122K	﹤0.01%	2317
2023 Q2	$904K	Buy	172,935 +10,887	+7%	+$57.4K	﹤0.01%	2146
2023 Q1	$860K	Sell	162,048 -18,454	-10%	-$115K	﹤0.01%	2162
2022 Q4	$1.03M	Sell	180,502 -1,898	-1%	-$11.2K	﹤0.01%	1981
2022 Q3	$1.05M	Buy	182,400 +4,339	+2%	+$31.7K	﹤0.01%	1942
2022 Q2	$1.29M	Buy	178,061 +3,470	+2%	+$27.8K	﹤0.01%	1812
2022 Q1	$1.58M	Sell	174,591 -27,358	-14%	-$237K	﹤0.01%	1798
2021 Q4	$1.98M	Buy	201,949 +30,697	+18%	+$280K	﹤0.01%	1623
2021 Q3	$1.43M	Sell	171,252 -8,964	-5%	-$80.5K	﹤0.01%	1808
2021 Q2	$1.59M	Buy	180,216 +9,459	+6%	+$79.5K	﹤0.01%	1767
2021 Q1	$1.33M	Sell	170,757 -37,390	-18%	-$270K	﹤0.01%	1805
2020 Q4	$1.43M	Buy	208,147 +9,280	+5%	+$58.9K	﹤0.01%	1598
2020 Q3	$1.19M	Sell	198,867 -175,173	-47%	-$1.06M	﹤0.01%	1516
2020 Q2	$2.23M	Sell	374,040 -34,868	-9%	-$199K	0.01%	1098
2020 Q1	$2.13M	Buy	408,908 +41,664	+11%	+$304K	0.01%	1014
2019 Q4	$2.94M	Buy	367,244 +5,573	+2%	+$44.2K	0.01%	1113
2019 Q3	$2.85M	Buy	361,671 +12,606	+4%	+$96.3K	0.01%	1079
2019 Q2	$2.59M	Buy	349,065 +73,148	+27%	+$543K	0.01%	1179
2019 Q1	$2.05M	Buy	275,917 +12,246	+5%	+$85.8K	0.01%	1228
2018 Q4	$1.62M	Buy	263,671 +18,326	+7%	+$123K	0.01%	1263
2018 Q3	$1.78M	Buy	245,345 +21,659	+10%	+$162K	0.01%	1327
2018 Q2	$1.69M	Sell	223,686 -40,028	-15%	-$297K	0.01%	1294
2018 Q1	$1.92M	Buy	263,714 +14,432	+6%	+$109K	0.01%	1181
2017 Q4	$1.97M	Buy	249,282 +7,129	+3%	+$55.8K	0.01%	1154
2017 Q3	$1.92M	Buy	242,153 +4,542	+2%	+$35.4K	0.01%	1152
2017 Q2	$1.84M	Sell	237,611 -6,223	-3%	-$47.5K	0.01%	1138
2017 Q1	$1.81M	Buy	243,834 +63,199	+35%	+$471K	0.01%	1122
2016 Q4	$1.31M	Buy	180,635 +31,493	+21%	+$236K	0.01%	1248
2016 Q3	$1.26M	Buy	149,142 +16,471	+12%	+$138K	0.01%	1214
2016 Q2	$1.09M	Buy	132,671 +49,198	+59%	+$388K	0.01%	1293
2016 Q1	$652K	Buy	83,473 +57,019	+216%	+$413K	﹤0.01%	1447
2015 Q4	$202K	Buy	+26,454	New	+$203K	﹤0.01%	2110
2015 Q2	–	Sell	-12,042	Closed	-$108K	–	2384
2015 Q1	$108K	Buy	12,042 +1,325	+12%	+$12.1K	﹤0.01%	2193
2014 Q4	$96K	Sell	10,717 -2,119	-17%	-$18.4K	﹤0.01%	2190
2014 Q3	$108K	Buy	+12,836	New	+$114K	﹤0.01%	2095

Other funds holding IGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's IGR Position: Q2 2026 in Review

Stifel Financial reduced its CBRE Global Real Estate Income Fund (IGR) stake by 19% in Q2 2026, selling an estimated $154K and leaving 136,862 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Stifel Financial first reported a position in IGR in Q3 2014 and has held it in 46 quarters since. The position peaked at $2.94M in Q4 2019. 124 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

Stifel Financial held 136,862 shares of CBRE Global Real Estate Income Fund worth $631K as of Q2 2026.
Stifel Financial sold 33,055 CBRE Global Real Estate Income Fund shares in Q2 2026, an estimated $154K.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2828 holding.
Stifel Financial first reported a position in CBRE Global Real Estate Income Fund in Q3 2014 and has held it in 46 quarters since.
Stifel Financial's CBRE Global Real Estate Income Fund position peaked at $2.94M in Q4 2019.
124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.