Sowell Financial Services LLC

Position in IGR — Cbre Global Real Estate Income Fund

CIK 1633697 NORTH LITTLE ROCK, AR

Position in IGR

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$52,671

+$1,101 QoQ

Shares Held

11,998

+1.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sowell Financial Services LLC holds $46,357,449 across 72 Asset Management names. IGR ranks #71 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	712,301	$7,194,240
2	LIEN	Chicago Atlantic BDC, Inc.	493,437	$4,608,701
3	BN	BROOKFIELD Corp /ON/	104,600	$4,233,162
4	FLC	Flaherty & Crumrine Total Return Fund Inc	207,722	$3,448,185
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	116,232	$1,800,433
6	JQC	Nuveen Credit Strategies Income Fund	364,246	$1,773,878
7	BX	Blackstone Inc.	13,378	$1,538,336
8	UTG	Reaves Utility Income Fund	39,143	$1,537,537

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.