NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1109767
CEDAR RAPIDS, IA
Position in IGR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$66,434
+$3,170 QoQ
Shares Held
14,411
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. IGR ranks #57 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,200,896 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 3 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
26,728 | $1,339,072 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
54,091 | $1,282,497 |
All Filings in IGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,434 | 14,411 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $63,264 | 14,411 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $63,120 | 14,411 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $74,072 | 14,411 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $76,366 | 14,436 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $74,489 | 14,436 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $69,437 | 14,436 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $96,900 | 14,749 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $74,284 | 14,739 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $86,806 | 16,135 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $87,553 | 16,124 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $66,172 | 14,705 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $91,498 | 17,495 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $92,850 | 17,486 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $100,148 | 17,478 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $78,235 | 13,559 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $98,387 | 13,552 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $122,455 | 13,546 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $132,576 | 13,542 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $113,177 | 13,538 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $119,234 | 13,534 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $105,669 | 13,530 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $93,052 | 13,525 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $80,849 | 13,520 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $80,684 | 13,515 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $70,787 | 13,509 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||