Sowell Financial Services LLC

Position in IGR — Cbre Global Real Estate Income Fund

CIK 1633697 NORTH LITTLE ROCK, AR

Position in IGR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$56,380

+$3,709 QoQ

Shares Held

12,230

+1.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#84

of 124 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. IGR ranks #63 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
2	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
3	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
4	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
6	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255
7	BX	Blackstone Inc.	12,954	$1,524,297
8	ERC	Allspring Multi-Sector Income Fund	147,782	$1,361,072

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,380	12,230	+1.9%	Shares	Sole	2026-07-20
2026-03-31	$52,671	11,998	+1.9%	Shares	Sole	2026-04-20
2025-12-31	$51,570	11,774	-1.9%	Shares	Sole	2026-01-21
2025-09-30	$61,715	12,007	+1.8%	Shares	Sole	2025-10-17
2025-06-30	$62,411	11,798	-55.8%	Shares	Sole	2025-07-14
2025-03-31	$137,699	26,686	+323.0%	Shares	Sole	2025-04-17
2021-03-31	$49,273	6,309	-17.5%	Shares	Sole	2021-05-07
2020-12-31	$52,583	7,643	+0.3%	Shares	Sole	2021-01-13
2020-09-30	$45,567	7,620	-13.7%	Shares	Sole	2020-11-12
2020-06-30	$52,703	8,828	-32.0%	Shares	Sole	2020-08-13
2020-03-31	$67,978	12,973	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.