Stolper & Co
IGR

Stolper & Co’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Stolper & Co’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
2025
Q3 		– Sell
-35,311
Closed -$560K – 91
2025
Q2 		$560K Buy
35,311
+2,714
+8% +$40.7K 0.18% 77
2025
Q1 		$505K Buy
32,597
+398
+1% +$6.17K 0.17% 79
2024
Q4 		$465K Sell
32,199
-900
-3% -$15.4K 0.15% 81
2024
Q3 		$652K Sell
33,099
-1,119
-3% -$19.8K 0.21% 72
2024
Q2 		$517K Buy
34,218
+12
+0% +$181 0.18% 75
2024
Q1 		$552K Buy
34,206
+3,123
+10% +$49K 0.2% 75
2023
Q4 		$506K Buy
31,083
+1,622
+6% +$22.3K 0.2% 74
2023
Q3 		$398K Sell
29,461
-398
-1% -$6.19K 0.17% 78
2023
Q2 		$468K Sell
29,859
-785
-3% -$12.4K 0.2% 75
2023
Q1 		$488K Sell
30,644
-1,981
-6% -$37K 0.21% 75
2022
Q4 		$561K Sell
32,625
-20,185
-38% -$357K 0.25% 70
2022
Q3 		$914K Buy
52,810
+1,589
+3% +$34.8K 0.45% 60
2022
Q2 		$1.12M Buy
51,221
+56
+0.1% +$1.35K 0.52% 59
2022
Q1 		$1.39M Buy
51,165
+3,062
+6% +$79.4K 0.59% 57
2021
Q4 		$1.41M Buy
48,103
+2,013
+4% +$55K 0.63% 49
2021
Q3 		$1.16M Buy
46,090
+22,386
+94% +$603K 0.55% 58
2021
Q2 		$627K Buy
23,704
+60
+0.3% +$1.51K 0.3% 66
2021
Q1 		$554K Sell
23,644
-142
-0.6% -$3.08K 0.29% 67
2020
Q4 		$491K Buy
23,786
+229
+1% +$4.36K 0.28% 72
2020
Q3 		$423K Buy
23,557
+960
+4% +$17.5K 0.27% 69
2020
Q2 		$405K Buy
22,597
+97
+0.4% +$1.66K 0.26% 68
2020
Q1 		$354K Buy
+22,500
New +$492K 0.25% 72

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
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group Santa Barbara, California $185M AUM 15.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stolper & Co's IGR Position: Q3 2025 in Review

Stolper & Co sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2025, closing a stake of 35,311 shares — an estimated $560K sold.

Stolper & Co first reported a position in IGR in Q1 2020 and held it in 22 quarters. The position peaked at $1.41M in Q4 2021. 117 funds tracked by Wall St. Rank hold IGR as of Q3 2025.

  • Stolper & Co reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Stolper & Co sold 35,311 CBRE Global Real Estate Income Fund shares in Q3 2025, an estimated $560K.
  • Stolper & Co first reported a position in CBRE Global Real Estate Income Fund in Q1 2020 and held it in 22 quarters.
  • Stolper & Co's CBRE Global Real Estate Income Fund position peaked at $1.41M in Q4 2021.
  • 117 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2025.

Based on Stolper & Co's 13F filing for Q3 2025, filed 10 Oct 2025.