Stonegate Investment Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Stonegate Investment Group’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	$135K	Buy	+26,250	New	+$132K	﹤0.01%	396

Other funds holding IGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stonegate Investment Group's IGR Position: Q3 2025 in Review

Stonegate Investment Group opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q3 2025: 26,250 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings.

116 funds tracked by Wall St. Rank hold IGR as of Q3 2025.

Stonegate Investment Group held 26,250 shares of CBRE Global Real Estate Income Fund worth $135K as of Q3 2025.
CBRE Global Real Estate Income Fund was a new Stonegate Investment Group position in Q3 2025.
CBRE Global Real Estate Income Fund made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #396 holding.
116 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.