SC
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
-105,933
Closed -$560K – 91
2025
Q2 		$560K Buy
105,933
+8,142
+8% +$40.7K 0.18% 77
2025
Q1 		$505K Buy
97,791
+1,193
+1% +$6.17K 0.17% 79
2024
Q4 		$465K Sell
96,598
-2,700
-3% -$15.4K 0.15% 81
2024
Q3 		$652K Sell
99,298
-3,356
-3% -$19.8K 0.21% 72
2024
Q2 		$517K Buy
102,654
+35
+0% +$176 0.18% 75
2024
Q1 		$552K Buy
102,619
+9,371
+10% +$49K 0.2% 75
2023
Q4 		$506K Buy
93,248
+4,864
+6% +$22.3K 0.2% 74
2023
Q3 		$398K Sell
88,384
-1,192
-1% -$6.18K 0.17% 78
2023
Q2 		$468K Sell
89,576
-2,355
-3% -$12.4K 0.2% 75
2023
Q1 		$488K Sell
91,931
-5,944
-6% -$37K 0.21% 75
2022
Q4 		$561K Sell
97,875
-60,555
-38% -$357K 0.25% 70
2022
Q3 		$914K Buy
158,430
+4,767
+3% +$34.8K 0.45% 60
2022
Q2 		$1.12M Buy
153,663
+167
+0.1% +$1.34K 0.52% 59
2022
Q1 		$1.39M Buy
153,496
+9,187
+6% +$79.4K 0.59% 57
2021
Q4 		$1.41M Buy
144,309
+6,040
+4% +$55.1K 0.63% 49
2021
Q3 		$1.16M Buy
138,269
+67,156
+94% +$603K 0.55% 58
2021
Q2 		$627K Buy
71,113
+180
+0.3% +$1.51K 0.3% 66
2021
Q1 		$554K Sell
70,933
-425
-0.6% -$3.07K 0.29% 67
2020
Q4 		$491K Buy
71,358
+687
+1% +$4.36K 0.28% 72
2020
Q3 		$423K Buy
70,671
+2,881
+4% +$17.5K 0.27% 69
2020
Q2 		$405K Buy
67,790
+291
+0.4% +$1.66K 0.26% 68
2020
Q1 		$354K Buy
+67,499
New +$492K 0.25% 72

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 105,933 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. 116 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 105,933 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.
  • 116 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.