Stifel Financial
IGR

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
45,621
-11,018
-19% -$154K ﹤0.01% 2828
2026
Q1 		$746K Sell
56,639
-7,051
-11% -$99.4K ﹤0.01% 2628
2025
Q4 		$837K Sell
63,690
-8,489
-12% -$120K ﹤0.01% 2552
2025
Q3 		$1.11M Sell
72,179
-2,854
-4% -$43.2K ﹤0.01% 2334
2025
Q2 		$1.19M Buy
75,033
+1,431
+2% +$21.4K ﹤0.01% 2221
2025
Q1 		$1.14M Buy
73,602
+9,934
+16% +$154K ﹤0.01% 2142
2024
Q4 		$919K Buy
63,668
+4,048
+7% +$69.1K ﹤0.01% 2302
2024
Q3 		$1.18M Buy
59,620
+3,557
+6% +$63K ﹤0.01% 2121
2024
Q2 		$848K Buy
56,063
+2,983
+6% +$45K ﹤0.01% 2274
2024
Q1 		$857K Buy
53,080
+3,740
+8% +$58.7K ﹤0.01% 2285
2023
Q4 		$804K Sell
49,340
-462
-0.9% -$6.34K ﹤0.01% 2274
2023
Q3 		$672K Sell
49,802
-7,843
-14% -$122K ﹤0.01% 2317
2023
Q2 		$904K Buy
57,645
+3,629
+7% +$57.4K ﹤0.01% 2146
2023
Q1 		$860K Sell
54,016
-6,151
-10% -$115K ﹤0.01% 2162
2022
Q4 		$1.03M Sell
60,167
-633
-1% -$11.2K ﹤0.01% 1981
2022
Q3 		$1.05M Buy
60,800
+1,446
+2% +$31.7K ﹤0.01% 1942
2022
Q2 		$1.29M Buy
59,354
+1,157
+2% +$27.8K ﹤0.01% 1812
2022
Q1 		$1.58M Sell
58,197
-9,119
-14% -$237K ﹤0.01% 1798
2021
Q4 		$1.98M Buy
67,316
+10,232
+18% +$280K ﹤0.01% 1623
2021
Q3 		$1.43M Sell
57,084
-2,988
-5% -$80.5K ﹤0.01% 1808
2021
Q2 		$1.59M Buy
60,072
+3,153
+6% +$79.5K ﹤0.01% 1767
2021
Q1 		$1.33M Sell
56,919
-12,463
-18% -$270K ﹤0.01% 1805
2020
Q4 		$1.43M Buy
69,382
+3,093
+5% +$58.9K ﹤0.01% 1598
2020
Q3 		$1.19M Sell
66,289
-58,391
-47% -$1.06M ﹤0.01% 1516
2020
Q2 		$2.23M Sell
124,680
-11,623
-9% -$199K 0.01% 1098
2020
Q1 		$2.13M Buy
136,303
+13,888
+11% +$304K 0.01% 1014
2019
Q4 		$2.94M Buy
122,415
+1,858
+2% +$44.2K 0.01% 1113
2019
Q3 		$2.85M Buy
120,557
+4,202
+4% +$96.3K 0.01% 1079
2019
Q2 		$2.59M Buy
116,355
+24,383
+27% +$543K 0.01% 1179
2019
Q1 		$2.05M Buy
91,972
+4,082
+5% +$85.8K 0.01% 1228
2018
Q4 		$1.62M Buy
87,890
+6,108
+7% +$123K 0.01% 1263
2018
Q3 		$1.78M Buy
81,782
+7,220
+10% +$162K 0.01% 1327
2018
Q2 		$1.69M Sell
74,562
-13,343
-15% -$297K 0.01% 1294
2018
Q1 		$1.92M Buy
87,905
+4,811
+6% +$109K 0.01% 1181
2017
Q4 		$1.97M Buy
83,094
+2,376
+3% +$55.8K 0.01% 1154
2017
Q3 		$1.92M Buy
80,718
+1,514
+2% +$35.4K 0.01% 1152
2017
Q2 		$1.84M Sell
79,204
-2,074
-3% -$47.5K 0.01% 1138
2017
Q1 		$1.81M Buy
81,278
+21,066
+35% +$471K 0.01% 1122
2016
Q4 		$1.31M Buy
60,212
+10,498
+21% +$236K 0.01% 1248
2016
Q3 		$1.26M Buy
49,714
+5,490
+12% +$138K 0.01% 1214
2016
Q2 		$1.09M Buy
44,224
+16,400
+59% +$388K 0.01% 1293
2016
Q1 		$652K Buy
27,824
+19,006
+216% +$413K ﹤0.01% 1447
2015
Q4 		$202K Buy
+8,818
New +$203K ﹤0.01% 2110
2015
Q2 		– Sell
-4,014
Closed -$108K – 2384
2015
Q1 		$108K Buy
4,014
+442
+12% +$12.1K ﹤0.01% 2193
2014
Q4 		$96K Sell
3,572
-707
-17% -$18.5K ﹤0.01% 2190
2014
Q3 		$108K Buy
+4,279
New +$114K ﹤0.01% 2095

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

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 45,621 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. 123 funds tracked by Wall St. Rank hold IGR as of Q2 2026.

  • Stifel Financial held 45,621 shares of CBRE Global Real Estate Income Fund worth $631K as of Q2 2026.
  • Stifel Financial sold 11,018 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.
  • 123 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.